Dodla Dairy Ltd has reported a strong financial performance for the June quarter of FY26, with consolidated revenue from operations reaching ₹10.07 billion and net profit rising to ₹628.7 million. The results reflect robust demand for value-added dairy products and continued expansion in rural markets.
Key Highlights:
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Revenue from operations stood at ₹10.07 billion, driven by higher sales of curd, paneer, and flavored milk across Tier-II and Tier-III cities.
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Net profit surged to ₹628.7 million, translating to a net margin of approximately 6.2 percent.
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EBITDA margin improved to 9.8 percent, supported by cost optimization and backward integration in milk procurement.
Strategic Context:
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Dodla continues to expand its distribution footprint, with over 1,100 distributors and 45,000+ retail touchpoints across 11 states.
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The company has increased its milk procurement capacity to 1.2 million litres per day, with 90 percent sourced directly from farmers.
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Investments in chilling centers and automated processing units have enhanced operational efficiency and product quality.
Market Outlook:
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Dodla Dairy has delivered a 3-year CAGR of 13.4 percent in revenue and 15.2 percent in net profit, outperforming sector peers.
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Analysts expect continued growth in value-added segments, especially curd and paneer, which contribute over 30 percent of total revenue.
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The company maintains a debt-to-equity ratio below 0.2 and has announced a 25 percent interim dividend for FY26.
Sources: Moneycontrol, Economic Times, Screener.in, Dodla Dairy Investor Presentation, CNBC TV18 (July 2025)