Dodla Dairy Share Price

Packaged Foods company Dodla Dairy announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from Operations: Stood at Rs 10,744.72 million in Q4FY26, reflecting an increase of 4.82% QoQ from Rs 10,250.41 million in Q3FY26, and a growth of 18.12% YoY compared to Rs 9,096.23 million in Q4FY25. For the full year FY26, revenue increased by 10.89% to Rs 41,252.01 million from Rs 37,200.65 million in FY25. Total Income: Reached Rs 10,946.36 million in Q4FY26, up by 5.56% QoQ from Rs 10,369.51 million in Q3FY26, and a 17.02% growth YoY from Rs 9,354.15 million in Q4FY25. For FY26, total income stood at Rs 41,855.71 million, compared to Rs 37,733.59 million in FY25. Profit Before Tax (PBT): Came in at Rs 541.59 million in Q4FY26, a decline of 13.70% QoQ from Rs 627.59 million in Q3FY26, and down by 40.01% YoY compared to Rs 902.86 million in Q4FY25. Profit After Tax (PAT): Reported at Rs 697.26 million in Q4FY26, showing an increase of 1.44% QoQ from Rs 687.37 million in Q3FY26, and up by 2.59% YoY from Rs 679.65 million in Q4FY25. For FY26, PAT stood at Rs 2,669.99 million, increasing by 2.72% YoY against Rs 2,599.30 million in FY25. Standalone Financial Highlights: Revenue from Operations: Reached Rs 8,449.16 million in Q4FY26, up 2.85% QoQ from Rs 8,215.26 million in Q3FY26, and an increase of 4.59% YoY from Rs 8,078.65 million in Q4FY25. For FY26, it stood at Rs 34,216.99 million, growing by 2.40% YoY versus Rs 33,415.28 million in FY25. Total Income: Stood at Rs 8,641.24 million in Q4FY26, growing 3.72% QoQ from Rs 8,331.11 million in Q3FY26, and up 3.83% YoY from Rs 8,322.75 million in Q4FY25. For FY26, total income was Rs 34,928.43 million compared to Rs 34,121.69 million in FY25. Profit Before Tax (PBT): Reported at Rs 353.14 million in Q4FY26, down 24.80% QoQ from Rs 469.61 million in Q3FY26, and a decline of 53.31% YoY from Rs 756.33 million in Q4FY25. Profit After Tax (PAT): Reported at Rs 554.54 million in Q4FY26, down 2.37% QoQ from Rs 568.00 million in Q3FY26, and down 2.20% YoY from Rs 567.03 million in Q4FY25. For FY26, standalone PAT was Rs 2,283.84 million, down by 7.53% YoY compared to Rs 2,469.82 million in FY25. Business & Segment Highlights: Segment Performance: The company's only reportable primary segment is "Milk and Milk Products." Consolidated revenue is reported geographically: India: Revenue for Q4FY26 was Rs 9,232.52 million, up 3.44% QoQ from Rs 8,925.26 million in Q3FY26, and up 14.32% YoY from Rs 8,075.89 million in Q4FY25. FY26 revenue stood at Rs 36,199.91 million. Outside India: Revenue for Q4FY26 was Rs 1,512.20 million, up 14.12% QoQ from Rs 1,325.15 million in Q3FY26, and up 48.20% YoY from Rs 1,020.34 million in Q4FY25. FY26 revenue stood at Rs 5,052.10 million. Dividend: The Board recommended a final dividend of Rs 5/- (i.e. 50%) per equity share of face value Rs 10 each for the financial year ended March 31, 2026, subject to shareholder approval. Acquisitions: The company successfully acquired 100% of the issued and paid-up share capital of HR Food Processing Private Limited ("Osam Dairy") for a cash consideration of Rs 2,710.00 million. Osam Dairy became a subsidiary effective August 1, 2025. Exceptional Items & Impact of Labour Codes: Following the notification of the new Labour Codes, the company estimated a one-time increase in the provision for employee benefits. This resulted in an exceptional item charge of Rs 24.83 million (consolidated) and Rs 23.51 million (standalone) for the year ended March 31, 2026. Tax Adjustments: The company received favorable orders from the Income Tax Appellate Tribunal resulting in tax adjustments of Rs 291.57 million (Q4FY26) and Rs 218.24 million (Q3FY26). The company also received an interest on income tax refund of Rs 100.40 million during the quarter, recognized under other income. Commenting on the performance, Managing Director of Dodla Dairy, Dodla Sunil Reddy 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.” Result PDF

• Trendlyne
• 3 weeks ago

Conference Call with Dodla Dairy Management and Analysts on Q3FY26 Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 4 months 1 week ago

Packaged Foods company Dodla Dairy announced Q3FY26 results Revenue: Rs 10,250.41 million against Rs 9,012.23 million during Q3FY25, change 14%. PBT: Rs 627.59 million against Rs 864.21 million during Q3FY25, change -27%. PAT: Rs 687.37 million against Rs 635.65 million during Q3FY25, change 8%. EPS: 11.39 for Q3FY26. Result PDF

• Trendlyne
• 4 months 1 week ago