Dodla Dairy Limited

During the period under review, milk procurement volume aggregated to 21.1 LLPD (up 13.0% YoY) while milk sales volume added up to 13.6 LLPD (up 14.5% YoY). The company stated that milk procurement prices continued to rise faster than realization prices, keeping gross margins under pressure. As a result, EBITDA fell by 21.3% YoY to Rs 64.9 crore and EBITDA margin contracted by 280 basis points to 5.4% in June 2026 quarter. Profit before tax in Q1 FY27 stood at Rs 54.7 crore, down by 32.4% from Rs 81 crore in Q1 FY26. The board of directors of Dodla Dairy has approved primary investment proposal worth Rs 11.6 crore for acquiring 2% stake in Sids Farm at a pre-money valuation of Rs 500 crore. Sids Farm is a premium, antibiotic- and hormone-free dairy brand with a strong multi region direct to-consumer (D2C) and e-commerce presence. Dodla Dairy said that the investment is within the company's line of business (dairy) and complements the company's established market dairy operations. It provides the company exposure to the fast-growing premium and direct-to-consumer dairy segment and an opportunity to associate with, and support the growth of, a differentiated, high-quality dairy brand. Dodla Sunil Reddy, managing director of Dodla Dairy, said: During the quarter, the company banked upon a strong procurement cycle to be able to build inventory for upcoming quarters while also maintaining the market share. As a result, the procurement prices remained at an elevated level despite a healthy milk supply. This strategy is in line with overall industry trends, and we expect prices to start normalising Q2 onwards. With extended summers, our VAP portfolio, including curd, buttermilk, lassi, and ice cream, delivered record sales, reaching about a third of our total sales. At the operating level, we saw improvement in our Africa, OSAM and Orgafeed businesses. However, standalone business performance was impacted primarily due to pricing pressure. We are also progressing well towards our expansion plan focused on capacity increase, expanding our geographic footprint to deepen market presence and widen distribution reach, and increasing our VAP mix to enhance margins as well as diversify the product portfolio.' Dodla Dairy is one of India's leading integrated dairy companies. The company procures, processes, and sells milk and milk products. The scrip had advanced 1.24% to end at Rs 1052.75 on the BSE on Friday. Powered by Capital Market - Live

The board of Dodla Dairy at its meeting held on 25 July 2026 has approved the proposal for acquisition of 2% of the issued and paid-up equity share capital of Sids Farm for a cash consideration of Rs 11.64 crore. Sids Farm is a premium, antibiotic- and hormone-free dairy brand with a strong multi region direct-to consumer (D2C) and e-commerce presence. The investment is within the Company's line of business (dairy) and complements the Company's established market dairy operations.

Dodla Dairy will hold a meeting of the Board of Directors of the Company on 25 July 2026.

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