Q4 2026 Dodla Dairy Ltd Earnings Call Transcript

May 17, 2026 / 03:30 AM GMT

Transcript

Key Points

Positve

Dodla Dairy Ltd (BOM:543306) achieved a revenue growth of 11% year-on-year, showcasing resilience despite industry challenges.
The company recorded its highest ever quarterly revenue of Rs. 1,074 crores, marking an 18% year-on-year growth driven by volume expansion.
The Africa business segment reported a robust revenue growth of 48% year-on-year, driven by a 60% increase in liquid milk sales.
Dodla Dairy Ltd (BOM:543306) maintained stable milk procurement levels at 18.5 lakh liters per day, reflecting a 13.4% increase year-on-year.
The company has a strategic expansion plan, including a new project in Maharashtra and a greenfield expansion in Uganda, aimed at long-term growth.

Negative

EBITDA margins were under pressure at 5.5% due to elevated milk procurement costs and a calibrated pricing strategy.
The increase in procurement costs was not fully passed on to consumers, impacting profit margins.
Operational variability affected the growth potential of the value-added product segment.
The company faces uncertainties in procurement pricing due to factors like fuel and packaging costs.
There is a cautious outlook for FY27 due to uncertainties in the external environment, including potential impacts from agricultural and geopolitical factors.

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

DODL.NS - Dodla Dairy Ltd
Q4 2026 Dodla Dairy Ltd Earnings Call
May 18, 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 Dodla Area Limited, Q4FI 26th 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 are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.

As a reminder, all particular lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation completes.

Should you need assistance during the conference call, please signal an operator by pressing star. There's 0 on your touch tone phone. Please

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