Q2-FY26 · Dodla
This is the second consecutive quarter where we have crossed the ₹1,000 crore revenue mark despite a notable shift in the product mix as compared to Q2 FY25.
DODLA / language trends
Read confidence between the lines.
Dodla Dairy · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q2-FY26 · Management
Our hope is that we will maintain that you know between the 8 to 10% kind of margin outlook also won't drop significantly.
Q2-FY26 · Management
We are not sure about it. I think that is the reason but otherwise we will maintain between that 8 to 10%.
Q3-FY26 · Bodlas Sunil Reddy
We expect some pressure to persist in Q4 FY26 with a revival anticipated as we move into summer.
Q3-FY26 · Bodlas Sunil Reddy
The arbitrage that we will be looking at at the current moment will be anywhere between two to three rupees as a requirement of the price increase that we need to do across the board.
Q3-FY26 · Bodlas Sunil Reddy
We generate healthy profits in Uganda and we will redeploy only those profits. We don't need any additional money.
Q4-FY26 · Dodla Silradi
We are expecting a gradual gross margin recovery of 50 to 100 basis points over FY26 level. As procurement normalizes and pricing actions take effect.
Q4-FY26 · Dodla Silradi
The decision that we took 12 years ago to extend our footprint in Africa has now become an important engine for long-term growth of the company.
Q4-FY26 · Dodla Silradi
We are more worried about the other costs that are going to shoot up dramatically more than the price of milk itself.