Dodla Dairy Ltd
Dodla Dairy Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue growth expected in low to mid-teens, driven by OSAM's full year contribution and continued Africa market growth. FY27 revenue growth expected in low to mid-teens, driven by OSAM full-year contribution, Africa’s growth, and 8%-9% organic growth in India.
From Dodla Dairy Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue growth expected in low to mid-teens, driven by OSAM's full year contribution and continued Africa market growth.
- Organic growth in India business projected at 8% to 9%.
- India liquid milk volume growth targeted at 5% to 6%, while value-added products (VAP) aim for about 10% volume growth.
- Africa business volume growth sustainable at around 20% annually, with revenue growth of approximately 20%.
- Maharashtra procurement target to reach minimum 5 lakh liters per day by end of FY27, up from current 3 lakh liters.
- Expansion in Uganda and Kenya to scale Africa business towards 15%-18% of consolidated revenue by FY28.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Dodla Dairy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Maharashtra project progressing on schedule; commercial operations expected by end of FY27; INR106 crores capex deployed in FY25 and FY26; INR180 crores planned for FY27.
- Bihar dairy project: allotted 7-acre land by Bihar Industrial Area Development Authority; investment around INR4.4 crores pending Board approval.
- Uganda expansion: acquired 70 acres for greenfield expansion; total capex budget approx INR60 crores including land and plant; phased execution aimed for completion by end of FY29.
- Regular capex: projected INR130 crores standalone capex for FY27 excluding Maharashtra project.
2 more points management made on capital expenditure plans
Top-ranked in Food Products
Ranked on what management guided this quarter
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
2 more points management made on order book & pipeline
Dodla Dairy Ltd — Quarterly revenue & net profit
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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What Dodla Dairy's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q2 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Dodla Dairy Ltd Q4 FY26 results?
FY27 revenue growth expected in low to mid-teens, driven by OSAM's full year contribution and continued Africa market growth. FY27 revenue growth expected in low to mid-teens, driven by OSAM full-year contribution, Africa’s growth, and 8%-9% organic growth in India.
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?
Maharashtra project progressing on schedule; commercial operations expected by end of FY27; INR106 crores capex deployed in FY25 and FY26; INR180 crores planned for FY27.
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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.