Dodla Dairy Limited share price
NSE: DODLA · ISIN INE021O01019
Key numbers
- Market cap
- ₹ 6,270 Cr
- Current price
- ₹ 1,039.40
- 52-week high / low
- ₹ 1,400 / 964
- Stock P/E
- 25.6
- Book value
- ₹ 277.5
- Dividend yield
- 0.48%
- ROCE
- 17.8%
- ROE
- 17.3%
- Debt to equity
- 0.03
- Sales growth (3 yrs)
- 13.6%
- Profit growth (3 yrs)
- 29.7%
- 1-year return
- -28.1%
About Dodla Dairy Limited
Dodla Dairy Limited, together with its subsidiaries, engages in the production and sale of milk and value-added dairy products in India and internationally. The company offers flavoured, toned, standardized, full cream, ultrahigh temperature processed (UHT)-toned, UHT cow, and UHT-double toned milk; and milk products, such as butter milk, lassi, ghee, paneer, cheese, curd, flavored milk, yoghurt, butter, ice cream, and sweets. It also engages production and sale of cattle feed. The company was incorporated in 1995 and is based in Hyderabad, India.
Quarterly results
Consolidated figures in ₹ crores
| Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 910 | 1,007 | 1,025 | 1,074 | 1,198 |
| Operating profit | 84 | 83 | 79 | 54 | 65 |
| Net profit | 68 | 63 | 69 | 70 | 41 |
| EPS (₹) | 11.27 | 10.42 | 11.39 | 11.56 | 6.74 |
Concall summary (2026-08-01)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- We recorded our highest ever sales of INR415 crores, registering by 17.6% year -on-year growth, supported by prolonged summer season compared to the earlier onset of monsoons in Q1 FY26.
- During the quarter, as anticipated, the overall milk supply situation started improving, and we see some increase in our milk procurement volumes, recorded at 21.1 lakh liters per day, which is 13% year -on-year growth.
Growth & demand
- Coming to Africa business, we delivered a strong revenue growth of 45.6% on year -on-year, largely driven by robust milk sales growth, 52.3% on year -on-year.
- Curd and curd-based products reported a healthy growth of 41.4% on year-on-year and stood at 642.6 million metric tons per day in terms of value and curd sales grew by 44.9% on a year-on- year basis.
Margins & costs
- EBITDA for the quarter stood at INR65 crores to an underlying EBITDA margin of 5.4%, and PAT stood at INR41 crores.
- To put the squeeze in context, the spread between our milk realization of INR59.4 and the procurement cost of INR41.3, narrowed INR18.1 per liter from INR19.8 a year ago, which largely explains the EBITDA margin decline from 8.2% to 5.4%.
Capex & expansion
- In Kenya, processing capacity continues to ramp up towards full utilization, while our current market share has remained modest at around 2% to 3%.
- As part of our Eastern India expansion strategy, we continue to able to evaluate the optim al utilization of a Chandel plant, including the possibility of shifting flavoured milk production at this plant to effectively serve the Bihar and Jharkhand markets.
Balance sheet & cash
- And with regard to the cash flows, we are a debt-free company.
- And we don't have any major issues in accounts receivable.
Peers in Food Distribution
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