Dodla Dairy Share Price

<h3><span style="font-size:16px;"><strong>Packaged Foods company Dodla Dairy announced Q1FY27 results</strong></span></h3> <p><strong>Consolidated Financial Highlights:</strong></p> <ul> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Total Revenue</strong>: In Q1FY27, the consolidated revenue from operations reached Rs 1,197.9 crore, representing a YoY growth of 19.0% compared to Rs 1,006.9 crore in Q1FY26 and a QoQ growth of 11.5% from Rs 1,074.5 crore in Q4FY26.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">EBITDA</strong>: Consolidated EBITDA for Q1FY27 stood at Rs 64.9 crore, a YoY decline of 21.3% from Rs 82.5 crore in Q1FY26, but a QoQ increase of 20.6% compared to Rs 53.8 crore in Q4FY26.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Profit After Tax (PAT)</strong>: The consolidated PAT for Q1FY27 was Rs 40.6 crore, showing a YoY decrease of 35.4% from Rs 62.9 crore in Q1FY26 and a QoQ decrease of 41.7% from Rs 69.8 crore in Q4FY26.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Earning Per Share (EPS)</strong>: Basic and diluted EPS stood at Rs 6.7 in Q1FY27, compared to Rs 10.4 in Q1FY26 and Rs 11.6 in Q4FY26.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">EBITDA and PAT Margins</strong>: EBITDA margin for Q1FY27 was 5.4% (down from 8.2% in Q1FY26), while the PAT margin stood at 3.4% (down from 6.2% in Q1FY26).</li> </ul> <p><strong>Standalone Financial Highlights:</strong></p> <ul> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Revenue from Operations</strong>: Standalone revenue for Q1FY27 stood at Rs 955.66 crore, a YoY increase of 6.11% from Rs 900.67 crore in Q1FY26 and a QoQ increase of 13.11% from Rs 844.92 crore in Q4FY26. For FY26, the standalone revenue was Rs 3,421.70 crore.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Total Income</strong>: Total standalone income for Q1FY27 was Rs 967.62 crore, compared to Rs 929.84 crore in Q1FY26 and Rs 864.13 crore in Q4FY26.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Profit Before Tax</strong>: Standalone PBT for Q1FY27 was Rs 29.31 crore, reflecting a YoY decline of 61.17% from Rs 75.48 crore in Q1FY26 and a QoQ decline of 17.02% from Rs 35.32 crore in Q4FY26.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Net Profit for the Period</strong>: The standalone net profit for Q1FY27 was Rs 21.75 crore, marking a YoY decrease of 65.12% from Rs 62.36 crore in Q1FY26 and a QoQ decrease of 60.78% from Rs 55.46 crore in Q4FY26.</li> </ul> <p><strong>Business Highlights:</strong></p> <ul> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Volume Performance</strong>: The company achieved its highest-ever milk procurement volume of 21.1 LLPD in Q1FY27, growing 13.0% YoY. Milk sales volume stood at 13.6 LLPD, an increase of 14.5% YoY.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Value-Added Products (VAP)</strong>: VAP sales reached Rs 414.7 crore, contributing 34.6% to total sales. Curd sales volume reported a solid growth of 41.4% YoY, reaching highest-ever volumes of 642.6 MTPD.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Milk Pricing</strong>: In Q1FY27, the realization price per liter was Rs 59.4 (up 3.9% YoY), while the procurement price was Rs 41.3 (up 10.4% YoY). Procurement prices rose faster than realization prices, putting pressure on gross margins.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Africa Business</strong>: The Africa vertical delivered revenue growth of 45.6% YoY, driven by a 52.3% YoY growth in milk sales. It achieved its highest-ever EBITDA of Rs 24.2 crore.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Orgafeed Business</strong>: Recorded revenue growth of 25.9% YoY with an EBITDA margin of 10.5%.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Strategic Acquisition</strong>: The Board approved a primary investment of Rs 11.64 crore for a 2% stake in Sids Farm Private Limited, a D2C premium dairy brand.</li> <li _ngcontent-ng-c119449379=""><strong _ngcontent-ng-c119449379="">Segment Performance</strong>: The Group’s primary reportable segment is "Milk and Milk Products." Geographically, revenue from India was Rs 1,042.46 crore in Q1FY27, while revenue from Outside India was Rs 155.48 crore.</li> <li>Management Commentary (Verbatim)</li> </ul> <p><strong _ngcontent-ng-c119449379="">Dodla Sunil Reddy, Managing Director of Dodla Dairy, said:</strong> "Q1FY27 was marked by our highest-ever quarterly revenue of Rs 1,197.9 crore, along with record milk procurement of 21.1 LLPD. During the quarter, the company banked upon a strong procurement cycle to be able to build inventory for upcoming quarters while also maintaining the market share. As a result, the procurement prices remained at an elevated level despite a healthy milk supply. This strategy is in line with overall industry trends, and we expect prices to start normalising Q2 onwards.</p> <p>With extended summers, our VAP portfolio, including curd, buttermilk, lassi, and ice cream, delivered record sales, reaching about a third of our total sales.</p> <p>The company recorded EBITDA of Rs. 64.9 crore during the quarter. At the operating level, we saw improvement in our Africa, OSAM and Orgafeed businesses. However, standalone business performance was impacted primarily due to pricing pressure.</p> <p>Further, the Board of Directors approved a primary investment of approximately Rs 11.6 crore for a 2% stake in Sids Farm, a D2C dairy brand. We are also progressing well towards our expansion plan focused on capacity increase, expanding our geographic footprint to deepen market presence and widen distribution reach, and increasing our VAP mix to enhance margins as well as diversify the product portfolio."</p> <p><a class="lb" href="/get-document/post/pdf/5747336/" target="_blank">Result PDF</a></p>

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• 1 day 3 hours ago

Audio Recording of Q1 FY27 Results Earnings Call held on 27 July 2026

• BSE India
• 1 day 4 hours ago

Conference Call with Dodla Dairy Management and Analysts on Q1FY27 Performance and Outlook. Listen to the <a href="https://youtu.be/pd5Q1w2UPgY">full earnings transcript</a>. <br>

• Trendlyne
• 1 day 5 hours ago