Dodla Dairy Limited — PPTs, 27-01-2026: Investor Presentation

Dodla Dairy posted robust Q3 FY26 consolidated revenue of ₹1,025 Cr, a 13.7% YoY increase. Milk sales volume saw a strong 19.6% YoY jump, with Value-Added Products (VAP) contributing ₹258.1 Cr (25% of total sales). However, profitability faced pressure, reflected in a 17.3% YoY dip in EBITDA to ₹79.3 Cr, largely due to higher milk procurement costs, early winter, negligible bulk sales, and margin compression in Africa and Orgafeed. Despite this, PAT grew 8.1% YoY to ₹68.7 Cr, aided by a ₹21.9 Cr tax reversal offsetting a ₹5.7 Cr labor code provision.

Strategic growth remains a priority. The Maharashtra expansion is on track with ₹69 Cr capex deployed, and a new greenfield project is planned in Uganda (₹50-60 Cr investment over two years). Dodla is also strengthening OSAM's operational efficiency and boosting VAP sales through focused brand-building. Recent highlights include its first retail parlour in Patna and CMC expansion in Telangana. Management expresses confidence in future growth, emphasizing disciplined capital allocation and long-term value creation.