DD

Dodla Dairy Ltd

Q3 FY25Food Products

Dodla Dairy Q3 FY25 earnings call: Revenue & Margins

Q3 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹1,138
Market cap₹6.7K Cr
P/E27.1
Updated23 Aug 2026
Read4 min read

The short version

Dodla Dairy aims to maintain a CAGR of 10% volume growth and 15% revenue growth for FY '26 and FY '27. Dodla Dairy aims to maintain a CAGR growth of 10% volume and 15% revenue in FY26 and FY27, with possible minor variations.

From Dodla Dairy Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Dodla Dairy aims to maintain a CAGR of 10% volume growth and 15% revenue growth for FY '26 and FY '27.
  • Growth may vary slightly in volume and revenue but the target rates are around 10% volume and 15% revenue annually.
  • Revenue growth driven by a combination of volume increase and higher value-added product (VAP) sales.
  • Expansion plans include a new Greenfield facility in Maharashtra (10 lakh litres/day capacity) expected by end FY '27.
  • Focus on increasing VAP sales contribution, expected to improve with seasonal demands and by curbing seasonality through geographic expansion.
  • Demand outlook remains positive, with continued growth expected in coming quarters.

2 more points from Dodla Dairy Ltd's call on revenue

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Profitability & Margins

See what Dodla Dairy Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Approved a capex of INR 280 crores for a Greenfield facility in Maharashtra, expected operational between Dec 2026 to Mar 2027.
  • The Maharashtra plant will have a 10 lakh litre per day handling capacity, including a 60 tons/day powder plant and liquid milk as well as curd production.
  • Civil work for the Maharashtra plant has commenced, with plans to add chilling centers to support milk procurement.
  • Funding for the capex will be via a mix of debt and internal accruals, leveraging possible government interest subvention benefits.
  • Expansion plans include increasing milk procurement in Maharashtra to 5 lakh litres per day by plant commissioning.

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Top-ranked in Food Products

Ranked on what management guided this quarter

Guidance-ranked
1Milky Mist Dairy
Rev 1Mar 1
Rev 1Mar 1
3
Rev 2Mar 1
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Dodla Dairy Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not specifically mention current or expected orderbook or pending orders for Dodla Dairy Limited. However, some relevant points include: - Board approved a capex of INR 280 crores towards a Greenfield facility in Maharashtra, expected to be operational by end of FY 2027. - The Maharashtra project is planned to be funded via a mix of debt and internal accruals. - Management indicated ongoing investments in advertisement, promotional initiatives, and capacity expansions.

2 more points from Dodla Dairy Ltd's call on order book

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Dodla Dairy Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹845 Cr, net profit ₹55 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Dodla Dairy Ltd Q3 FY25 results?

Dodla Dairy aims to maintain a CAGR of 10% volume growth and 15% revenue growth for FY '26 and FY '27. Dodla Dairy aims to maintain a CAGR growth of 10% volume and 15% revenue in FY26 and FY27, with possible minor variations.

What is Dodla Dairy Ltd share price analysis?

Dodla Dairy Ltd currently shows a neutral. The stock trades at a P/E of 27.1 with a market cap of ₹6,693 Cr. Investors should review the full earnings analysis for detailed insights.

Is Dodla Dairy Ltd planning capital expenditure?

Approved a capex of INR 280 crores for a Greenfield facility in Maharashtra, expected operational between Dec 2026 to Mar 2027.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.