Prolonged milk shortage and procurement cost inflation
Erratic rainfall and lack of flush season have driven procurement costs up ₹2.5/liter sequentially, with no immediate relief expected.
DODLA / Q3-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
Inability to pass on cost increases due to subdued demand
Management delayed price hikes to maintain market share, compressing margins. If summer demand remains weak, margin recovery may be delayed.
Execution risk in Maharashtra and Uganda expansions
Large capex projects (₹280 crore in Maharashtra, ₹50-60 crore in Uganda) face timeline and cost overrun risks.
Potential El Niño impact on milk supply and costs
El Niño could lead to severe summers and further milk shortages, increasing procurement costs and pressuring margins.