Elevated procurement costs due to weather
Erratic rainfall and lean season have pushed procurement costs to ₹37.29/litre, up 7.6% YoY, and management expects further pressure in Q3.
DODLA / Q2-FY26 / risks
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Dodla Dairy · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Osam Dairy margin improvement timeline
Osam operates at low margins (~2.6% EBITDA margin) and management could not provide a specific timeline for improvement to 8-9% levels, citing operational inefficiencies.
Bulk sales volatility impacting revenue growth
Bulk SMP/butter sales dropped from ₹165 crore to ₹28 crore YoY, causing overall revenue growth to slow to 2.1%. This volatility may recur.