Dodla Dairy Limited — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Dodla Dairy reported 19% revenue growth to Rs. 3,720 Cr in FY25, with PAT up 56% at Rs. 260 Cr. Q4 revenue rose 15.5% to Rs. 910 Cr, EBITDA margin steady at 9.2%. Value-added products grew 28% YoY, contributing 32% of sales. Milk procurement averaged 16.3 lakh liters/day in Q4, targeting 18 lakh liters/day in FY26. Africa business grew 71% to over Rs. 100 Cr with 13-14% margins. A Rs. 280 Cr Maharashtra plant will add 10 lakh liters/day capacity by FY27. Management focuses on geographic expansion, balanced growth, and margin stability, aided by recent price hikes and softening procurement costs.