EBITDA declined by 35.6% to Rs 538 crore in Q4 FY26 from Rs 835 crore posted in Q4 FY25.
The company reported a profit before exceptional items and tax of Rs 50.95 crore in Q4 FY26 versus Rs 90.29 crore in Q4 FY25. During the quarter, it recorded an exceptional item of Rs 3.21 crore.
Dodla Sunil Reddy, managing director of Dodla Dairy, said: 'I am pleased to share that Dodla Dairy delivered a resilient performance in FY26 despite a challenging operating environment. Milk supply remained constrained for most of the year, while erratic rainfall affected demand for certain value-added products in select markets.
For FY26, we recorded revenue growth of 11% year-on-year, with EBITDA margin at 7.5% and PAT margin at 6.5%. Largely, the growth was volume-driven, and the margins were under pressure as a result of an increase in procurement costs not being fully passed on to the consumers.
Typically, our pricing strategy moves in tandem with industry trends. The milk supply situation is now showing signs of improvement, creating the possibility of a gradual normalization in procurement prices. We see an opportunity for passing on a part of the elevated input costs to the consumers in the near term.
We are firmly focused on long-term growth, as reflected in our expansion plans across businesses. Within India, our growth will be supported by the upcoming integrated dairy plant in Maharashtra and our efforts to replicate our successful growth playbook in Eastern India. In Africa, we plan to leverage our brand recall through a greenfield plant in Uganda.'
Meanwhile, the company has announced that the board has recommended a final dividend of Rs 5 per equity share (i.e., 50%) of face value Rs 10 each for the financial year ended 31 March 2026, subject to approval of members at the ensuing Annual General Meeting (AGM). The company has fixed 07 July 2026 as the record date for determining the entitlement of shareholders to receive the dividend.
Dodla Dairy is one of India's leading integrated dairy companies. The company procures, processes, and sells milk and milk products. The company's product portfolio consists of milk, buttermilk, ghee, curd, paneer, flavored milk, doodh peda, lassi, ice cream, and milk-based sweets. The company's procurement is centered in 8 states, products are available for purchase in 15 states, and it has 236 milk chilling centers/plants.
The scrip fell 2.94% to currently trade at Rs 1,000 on the BSE.
Powered by Capital Market - Live News
Beware of fraudulent tips, unauthenticated news and advice on stock market.
At BOB Capital, your account security is our topmost priority. Beware of receiving fraudulent communications, unauthenticated trading tips and unsolicited calls on trading in stocks from unverified sources, received through Whatsapp, Telegram, SMS, Calls, etc and take an informed decision before investing.
What should you do if you receive a trading tip over phone or SMS?
Report unsolicited messages to the Stock Exchange on +91 8291833676 or on designated email id i.e. feedbk_invg@nse.co.in. Please visit here to understand better.
Please visit CVC website at pledge.cvc.nic.in and take "Integrity Pledge" to be an active part of the "Satark Bharat, Samriddh Bharat" (Vigilant India, Prosperous India).
Filing complaints on SCORES - Easy & quick: a. Register on SCORES portal scores.sebi.gov.in/ b. Mandatory details for filing complaints on SCORES are i. Name, PAN, Address, Mobile Number, E-mail ID. c. Benefits: i. Effective communication ii. Speedy redressal of the grievances.
Valued Customer,
BOB Capital Markets Limited (BOBCaps) is firmly committed to the safety of your wealth. We would like to bring to your notice certain precautions that you certainly must take against potential tele-fraudsters/ unscrupulous and unregistered portfolio managers:
ALWAYS AVOID
We would like to caution you against such fraudulent calls and SMSes and urge you to be alert. Follow the golden rule:
Do not share your Login Credentials or Passwords with anybody
BOBCaps employees / representatives never ask for your password.
Certain tele-fraudsters / unscrupulous and unregistered portfolio managers call customers or SMS them on the pretext of providing investment tips and lure them to invest through their bogus firms by promising huge profits.
Such deceitful callers ask the customer to share his/her login credentials with passwords to allow trading in their accounts, assuring huge returns.
Often trades done in the customer’s accounts are far from the best interest of the customers. Holdings of customers are often sold and with the funds, trades are then placed in illiquid securities at unrealistic prices.
At times, the holdings of customers are sold at prices detrimental to the customer. The so-called “portfolio manager” assures profits, which naturally does not materialize. Customers are deceived into providing access to their trading accounts, thereby allowing such fraudsters access to funds and securities available to execute trades, injurious to the customer’s interest.
In our continuous effort to keep you safeguard from the market related frauds and increase awareness while conducting trades, we request you to go through the Press Release issued by the NSE and would request you to ensure that you do not engage with the individuals and entities mentioned below: