Dodla Dairy (DODLA) — concall transcript

📢 Key Event
Dodla Dairy reported record Q1 FY27 revenue of INR1,198 crores (+19% YoY) with 21.1 lakh liters/day milk procurement, EBITDA of INR65 crores at 5.4% margin, and PAT of INR41 crores, while remaining net debt-free with INR689 crores cash.

🔄 What Changed
5.3% ex-OSAM procurement growth driven by Africa (28%) and Maharashtra (10%); 2-2.5% price hikes implemented; Africa revenue grew 45.6% YoY to INR65/liter; procurement cost normalization expected in Q2.

🔮 What's Next
Targeting 8-10% volume growth in India for FY27; 10% revenue contribution from Africa over next 3 years; maintaining 7-8% EBITDA margins; no major ice cream capex plans; cost inflation to be passed to consumers gradually.

💡 Investor Takeaway
Shareholders should note that price hikes and Africa expansion are driving growth while margin pressure from procurement costs is expected to ease by Q2, supporting sustainable profitability.

Dodla Dairy reported record Q1 FY27 revenue of INR1,198 crores (+19% YoY) with 21.1 lakh liters/day milk procurement, EBITDA of INR65 crores at 5.4% margin, and PAT of INR41 crores, while remaining net debt-free with INR689 crores cash. Management highlighted 2-2.5% price hikes, 5.3% ex-OSAM procurement growth driven by Africa (28%) and Maharashtra (10%), and confidence in sustaining 7-8% EBITDA margins despite inflation, with cost pass-through planned gradually. Capex of INR590 crores includes a 2% stake in Sids Farm for D2C insights, while Africa revenue grew 45.6% YoY to INR65/liter. Procurement cost normalization is expected in Q2 as supply improves, and volume growth targets of 8-10% for FY27 remain intact.

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About Dodla Dairy Ltd (DODLA)

Fast Moving Consumer Goods · FMCG · Listed on BSE

Market Cap: ₹6,514.2 Cr P/E: 26.6 ROE: 14.6% ROCE: 15.1% Div Yield: 0.46%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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