Dodla Dairy Limited — Investor Meet, 17-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Dodla Dairy is acquiring 100% of HR Food Processing (Osam) for INR 271 Cr in a fully cash transaction, expected to close in 1-2 months. This strategic move expands Dodla's presence into Eastern India (Bihar, Jharkhand), a region poised for growth in the organized dairy sector. Osam reported unaudited FY25 sales of INR 282.6 Cr with a 5% EBITDA margin. Dodla aims to improve Osam's profitability and procurement efficiencies post-acquisition. Management expresses confidence that this acquisition, alongside organic growth, will drive long-term value.