Company profile / DODLA

Dodla Dairy

Other · 3 quarters tracked · source-linked performance and management context.

Research layer active
WatchCredibility 0/100Latest record q4-fy26

Latest revenue

₹1,074 Cr

verified financial record

Quarters tracked

3

source records in the directory

Delivery assessment

0

Across 3 tracked commitments: 0 delivered, 3 missed.

Call date

2026-05-15

latest available source date

Signal trajectory

3 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
3 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q2 FY26: 93 · Watch source sentiment · 2025-11-06Q2 FY26Q3 FY26: 79 · Watch source sentiment · 2026-02-10Q3 FY26Q4 FY26: 54 · Watch source sentiment · 2026-05-15Q4 FY269354
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 3 tracked commitments: 0 delivered, 3 missed.

Latest source read

What changed this quarter?

Open quarter read

Dodla Dairy reported Q4 FY26 revenue of ₹1,074 crore (+18.1% YoY), driven by volume expansion. EBITDA margin contracted to 5.0% due to elevated milk procurement costs (₹40.97/liter, +9.7% YoY) and a calibrated pricing strategy that did not fully pass on cost increases. PAT of ₹70 crore included one-off tax credits; adjusted PAT was ~₹40 crore. Africa business grew 48% YoY to ₹151 crore, with EBITDA of ₹18 crore. Management guided for FY27 revenue growth in low-to-mid teens, gradual gross margin recovery of 50-100 bps, and normalized tax rate of 25-27%. Key risks include sustained input cost inflation (fuel, packaging) and potential El Niño impact on milk supply.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Watch

Revenue

₹1,074 Cr

Source date

2026-05-15

Across the record

Quarter history.

3 source records

History modules

Follow the numbers and themes.