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DODLA Diversified 06 Nov 2025

Dodla Dairy Limited — Q2 FY26

Dodla Dairy reported Q2 FY26 consolidated revenue of ₹1,019 crore, up 2.1% YoY, with EBITDA margin of 9.1% and PAT margin of 6.4%.

neutral medium
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Revenue ₹1,019 Cr +2.1%
EBITDA ₹93 Cr
PAT ₹66 Cr
EBITDA Margin 9.1%
Duration 60 min
Read Time 1 min read

✓ Verified against BSE filing

Risk Intelligence

Material risks this quarter

Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.

Risks

R

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.

high · management_commentary
R

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.

medium · analyst_question
R

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.

medium · data_observation