Sustained input cost inflation
Fuel and packaging costs have risen sharply (plastic +30%); management uncertain on pass-through timing.
DODLA / Q4-FY26 / risks
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Dodla Dairy · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
El Niño impact on milk supply
Analyst raised concern; management acknowledged uncertainty but noted potential offset from farmer shift to animal husbandry.
Margin recovery dependent on procurement cost decline
Management expects procurement costs to drop ₹1-1.5/liter, but timing is uncertain; Q4 margins were cyclical trough.