Q1 2027 Dodla Dairy Ltd Earnings Call Transcript

Jul 26, 2026 / 03:30 AM GMT

Release Date Price: ₹1033.15 (-1.86%)

Transcript

Key Points

Positve

Dodla Dairy Ltd (BOM:543306) achieved its highest ever quarterly revenue of Rs. 1,198 crores, marking a 19% year-on-year increase.
The company recorded a significant growth in milk procurement, reaching 21.1 lakh litres per day, a 13% increase year-on-year.
Value-added products (VAP) sales reached Rs. 415 crores, showing a 17.6% year-on-year growth, with a strong demand for summer-oriented products.
The Africa business delivered robust growth, with revenues increasing by 45.6% year-on-year and maintaining a market share of approximately 50% in Uganda.
Dodla Dairy Ltd (BOM:543306) remains net debt-free with approximately Rs. 689 crores in cash and investments, supporting its expansion plans without leverage.

Negative

EBITDA margin declined from 8.2% to 5.4% due to elevated procurement prices not fully passed on to consumers.
The company faced increased operational costs, including a 48% rise in packing material costs, impacting profitability.
There was a year-on-year decline in EBITDA and PAT, attributed to cyclical input cost pressures.
The spread between milk realization and procurement cost narrowed, contributing to margin pressure.
Despite improvements, the standalone milk procurement growth in India was only 3%, indicating limited growth in existing geographies.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DODL.NS - Dodla Dairy Ltd
Q1 2027 Dodla Dairy Ltd Earnings Call
Jul 27, 2026 / 03:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to the Todla Dairy Limited Q1 FY27 Earnings Conference Call.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company as on the date of this call. These statements do not guarantee the future performance of the company and it may involve risks and uncertainties that are difficult to predict.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchstone phone.

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