Dodla Dairy Limited — PPTs, 30-01-2025: Investor Presentation

**Financial Highlights:**

Dodla Dairy reported revenues of ₹9,012 Mn for Q3 FY25, marking a 20.7% increase YoY. EBITDA rose to ₹959 Mn, reflecting a 15.8% increase with a margin of 10.6%. PAT surged to ₹636 Mn, up 53.8% YoY, producing a PAT margin of 7.1%. For the nine months ending December 2024, revenues reached ₹28,104 Mn, a 20% YoY growth, with EBITDA of ₹2,973 Mn and a PAT of ₹1,920 Mn.

**Strategic Initiatives and Growth Drivers:**

The company emphasizes expanding its manufacturing capabilities in Maharashtra, allocating ₹280 Cr for capital expenditure. This investment aims to enhance production efficiency and drive growth.

**Business Developments:**

Dodla's footprint includes dairy operations in Africa, which have experienced robust performance, contributing positively to overall growth rates.

**Market Position and Competitive Advantage:**

With a strong procurement network directly with farmers, Dodla maintains stable procurement levels and benefits from a diversified product portfolio across Indian and African markets.

**Investor Implications:**

The positive trajectory in financial performance, coupled with strategic expansions, provides a positive outlook for investors, indicating potential growth in market share and profitability.