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Dodla Dairy
SectorFood Products
In the news
FSSAI's Food Safety Crackdown: What Went Wrong at Priyagold, Dodla Dairy, and UEIR Organic Foods
FSSAI Prosecutes Dodla Dairy, Priyagold Over Food Safety Violations
Systematix Maintains Buy on Dodla Dairy, Target ₹1,295
Corporate Pricing, Inflation, and RBI’s Tightrope Walk
Dodla Dairy Q4 PAT rises 3% YoY to ₹70 cr
Vodafone Idea posts ₹51,970 cr Q4 profit on AGR adjustment
The Quarter story
The two most recent quarterly results, compared side-by-side.
Dodla Dairy shows steady revenue and volume growth in core milk and curd segments, but faces mounting pressure on profitability and margins.
Consolidated revenue grew from ₹9,012 Cr to ₹10,745 Cr from Q3 2024-25 to Q4 FY26, confirming steady top-line expansion.
Consolidated EBITDA fell from ₹959 Cr to ₹538 Cr from Q3 2024-25 to Q4 FY26, reflecting weakening profitability.
Curd sales volume rose from 307.0 MTPD to 642.6 MTPD from Q3 2024-25 to Q1 2026-27, confirming strong category demand.
PAT margin declined from 7.1% to 3.4% from Q3 2024-25 to Q1 2026-27, signaling bottom-line pressure.
Average milk sales climbed from 11.6 LLPD to 14.0 LLPD from Q3 2024-25 to Q4 FY26, indicating consistent volume growth.
Value Added Products sales dropped from ₹2,812 Cr to ₹1,858 Cr from Q3 2024-25 to Q4 FY26, warning of demand weakness.
Mutual fund shareholding increased from 17% to 24% from Q3 2024-25 to Q1 2026-27, reflecting growing domestic institutional confidence.
FII shareholding fell from 11% to 6% from Q3 2024-25 to Q1 2026-27, signaling foreign capital exit.
Finance cost dropped from ₹9 Cr to ₹1.0 Cr from Q3 2024-25 to Q1 2026-27, indicating successful debt reduction.
Orgafeed EBITDA margin slipped from 17.6% to 10.5% from Q1 FY26 to Q1 2026-27, highlighting margin compression.
Company insights, generated from the most recent coverage.
Dodla's 5.6% one-month fall predates the 17 Oct FSSAI action and peers Heritage (-0.8%) and Hatsun (-4.3%) also fell — the de-rating is sector-wide, not news-driven, so Monday's open is the first clean read.
Packaged curd and value-added products are Dodla's fastest-growing lines (record ₹415 crore in Q1 FY27) and simultaneously the most trust-sensitive — the contamination lands exactly where the growth thesis sits.
Amul, Nandini, Heritage and Hatsun can market safety credentials against Dodla at zero cost, but none has publicly done so yet — watch Q2 FY27 results for any volume or brand commentary.