Dodla Dairy Limited — Investor Meet, 31-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Dodla Dairy's Q3 FY26 revenue reached INR 1,025 Cr (+13.7% YoY), with PAT at INR 69 Cr (6.7% margin) and EBITDA at INR 79 Cr (7.7% margin). Profitability was impacted by elevated milk procurement costs, which were not fully passed on to maintain market share. Management expects a INR 2-3 price hike this summer. Strategic expansions include the Maharashtra plant, on track for FY27, and a new Uganda plant by FY28 (INR 50-60 Cr capex). Value-added products portfolio grew, and Africa operations showed robust revenue and EBITDA improvement. Management maintains a confident outlook for future growth.