Dodla Dairy Ltd

Dodla Dairy announced that the Annual General Meeting(AGM) of the company will be held on 14 July 2026.

The company's milk procurement volume for the period under review was 18.5 lakh liters per day (LLPD), up 13.4% YoY. Average milk sales volume stood at the highest ever, 14 LLPD, an increase of 19.5% on a YoY basis. EBITDA declined by 35.6% to Rs 538 crore in Q4 FY26 from Rs 835 crore posted in Q4 FY25. The company reported a profit before exceptional items and tax of Rs 50.95 crore in Q4 FY26 versus Rs 90.29 crore in Q4 FY25. During the quarter, it recorded an exceptional item of Rs 3.21 crore. Dodla Sunil Reddy, managing director of Dodla Dairy, said: 'I am pleased to share that Dodla Dairy delivered a resilient performance in FY26 despite a challenging operating environment. Milk supply remained constrained for most of the year, while erratic rainfall affected demand for certain value-added products in select markets. For FY26, we recorded revenue growth of 11% year-on-year, with EBITDA margin at 7.5% and PAT margin at 6.5%. Largely, the growth was volume-driven, and the margins were under pressure as a result of an increase in procurement costs not being fully passed on to the consumers. Typically, our pricing strategy moves in tandem with industry trends. The milk supply situation is now showing signs of improvement, creating the possibility of a gradual normalization in procurement prices. We see an opportunity for passing on a part of the elevated input costs to the consumers in the near term. We are firmly focused on long-term growth, as reflected in our expansion plans across businesses. Within India, our growth will be supported by the upcoming integrated dairy plant in Maharashtra and our efforts to replicate our successful growth playbook in Eastern India. In Africa, we plan to leverage our brand recall through a greenfield plant in Uganda.' Meanwhile, the company has announced that the board has recommended a final dividend of Rs 5 per equity share (i.e., 50%) of face value Rs 10 each for the financial year ended 31 March 2026, subject to approval of members at the ensuing Annual General Meeting (AGM). The company has fixed 07 July 2026 as the record date for determining the entitlement of shareholders to receive the dividend. Dodla Dairy is one of India's leading integrated dairy companies. The company procures, processes, and sells milk and milk products. The company's product portfolio consists of milk, buttermilk, ghee, curd, paneer, flavored milk, doodh peda, lassi, ice cream, and milk-based sweets. The company's procurement is centered in 8 states, products are available for purchase in 15 states, and it has 236 milk chilling centers/plants. The scrip fell 2.94% to currently trade at Rs 1,000 on the BSE.Powered by Capital Market - Live

Dodla Dairy announced that the Board of Directors of the Company at its meeting held on 16 May 2026, inter alia, have recommended the final dividend of Rs 5 per equity Share (i.e. 50%) , subject to the approval of the shareholders.

Net profit of Dodla Dairy rose 2.59% to Rs 69.73 crore in the quarter ended March 2026 as against Rs 67.97 crore during the previous quarter ended March 2025. Sales rose 18.12% to Rs 1074.47 crore in the quarter ended March 2026 as against Rs 909.62 crore during the previous quarter ended March 2025. For the full year,net profit rose 2.72% to Rs 267.00 crore in the year ended March 2026 as against Rs 259.93 crore during the previous year ended March 2025. Sales rose 10.89% to Rs 4125.20 crore in the year ended March 2026 as against Rs 3720.07 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales1074.47909.62 18 4125.203720.07 11 OPM %5.009.18 -7.4810.24 - PBDT72.94108.45 -33 365.48430.41 -15 PBT50.9590.29 -44 283.14355.78 -20 NP69.7367.97 3 267.00259.93 3 Powered by Capital Market - Live

Dodla Dairy will hold a meeting of the Board of Directors of the Company on 16 May 2026.

The board of Dodla Dairy at its meeting held on 24 April 2026 has approved the appointment of Dodla Silpa Reddy as Senior Management Personnel (SMP) - Strategy and Transformation of the Company with effect from 01 May 2026.

Hindustan Petroleum Corporation Ltd, Camlin Fine Sciences Ltd, Petronet LNG Ltd and JBM Auto Ltd are among the other losers in the BSE's 'A' group today, 19 March 2026.Dodla Dairy Ltd lost 11.04% to Rs 1010 at 14:45 IST.The stock was the biggest loser in the BSE's 'A' group.On the BSE, 3511 shares were traded on the counter so far as against the average daily volumes of 17298 shares in the past one month.Hindustan Petroleum Corporation Ltd tumbled 7.03% to Rs 324.75. The stock was the second biggest loser in 'A' group.On the BSE, 6.93 lakh shares were traded on the counter so far as against the average daily volumes of 3.25 lakh shares in the past one month.Camlin Fine Sciences Ltd crashed 6.87% to Rs 120.6. The stock was the third biggest loser in 'A' group.On the BSE, 48966 shares were traded on the counter so far as against the average daily volumes of 29058 shares in the past one month.Petronet LNG Ltd pared 6.80% to Rs 271.5. The stock was the fourth biggest loser in 'A' group.On the BSE, 1.31 lakh shares were traded on the counter so far as against the average daily volumes of 1.97 lakh shares in the past one month.JBM Auto Ltd fell 6.41% to Rs 547.8. The stock was the fifth biggest loser in 'A' group.On the BSE, 7.2 lakh shares were traded on the counter so far as against the average daily volumes of 2 lakh shares in the past one month.Powered by Capital Market - Live

Net profit of Dodla Dairy rose 8.13% to Rs 68.74 crore in the quarter ended December 2025 as against Rs 63.57 crore during the previous quarter ended December 2024. Sales rose 13.74% to Rs 1025.04 crore in the quarter ended December 2025 as against Rs 901.22 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales1025.04901.22 14 OPM %7.7410.64 - PBDT90.42105.99 -15 PBT68.4586.42 -21 NP68.7463.57 8 Powered by Capital Market - Live

Dodla Dairy will hold a meeting of the Board of Directors of the Company on 27 January 2026.Powered by Capital Market - Live

The company's milk procurement volume for the period under review was 19.5 lakhs litres per day (LLPD), up 13.4% YoY. Average milk sales volume stood at 13.1 LLPD, an increase of 12.6% on a YoY basis. EBITDA declined by 3.6% to Rs 92.8 crore in Q2 FY26 from Rs 96.3 crore posted in Q2 FY25. Profit before tax in Q2 FY26 stood at Rs 82.8 crore, down by 3.6% from Rs 63.4 crore recorded in Q2 FY25. Dodla Sunil Reddy, managing director of Dodla Dairy, said: 'This quarter's performance includes 2 months of contribution from our recently acquired OSAM Dairy business, which currently operates at lower margins. A significant change in product mix was observed for Dodla's portfolio, with bulk sales contribution declining and growth being driven by liquid milk and high- margin value-added products such as curd, ghee, lassi, flavoured milk, and ice cream. This shift resulted in modest revenue growth but strong gross profit improvement. Over the last two years, we have maintained a CAGR above 15% in revenue and EBITDA, and over 22% in PAT, reflecting the strength of our business strategies. Our Africa and Orgafeed segments continue to show robust growth, with temporary margin pressures arising from strategic product pricing in Kenya to gain market share and seasonal factors in the feed business. Dodla Dairy is one of India's leading integrated dairy companies. The company procures, processes, and sells milk and milk products. The company's product portfolio consists of milk, butter milk, ghee, curd, paneer, flavoured milk, doodh peda, lassi, ice cream and milk-based sweets. The company's procurement is centred in 8 states and products are available for purchase in 15 states and has 236 milk chilling centers/plants. The scrip fell 2.94% to currently trade at Rs 1251.55 on the BSE.Powered by Capital Market - Live