According to reports from Business Standard, Dodla Dairy delivered a resilient performance in Q4 FY26 despite challenging market conditions. The company reported a 2.6% rise in consolidated net profit to ₹69.73 crore on an 18.1% increase in revenue from operations to ₹1,074.47 crore in Q4 FY26 compared with Q4 FY25. However, EBITDA declined by 35.6% to ₹538 crore in Q4 FY26 from ₹835 crore posted in Q4 FY25, while profit before exceptional items and tax stood at ₹50.95 crore versus ₹90.29 crore in Q4 FY25. The company recorded an exceptional item of ₹3.21 crore during the quarter.
As reported by Business Standard, Dodla Dairy's milk procurement volume for the period under review was 18.5 lakh liters per day (LLPD), up 13.4% YoY, while average milk sales volume stood at the highest ever, 14 LLPD, an increase of 19.5% on a YoY basis. For FY26, the company recorded revenue growth of 11% year-on-year, with EBITDA margin at 7.5% and PAT margin at 6.5%. Managing Director Dodla Sunil Reddy noted that growth was largely volume-driven, with margins under pressure due to increased procurement costs not being fully passed on to consumers.
According to Business Standard, Dodla Dairy faced milk supply constraints for most of FY26 and erratic rainfall affected demand for certain value-added products in select markets. However, the company sees improvement ahead, with Reddy stating that milk supply situation is showing signs of improvement, creating possibilities for gradual normalization in procurement prices. The company plans expansion across businesses, including an upcoming integrated dairy plant in Maharashtra and efforts to replicate growth strategies in Eastern India, while in Africa, it plans to leverage brand recall through a greenfield plant in Uganda.
As reported by Business Standard, the company's board has recommended a final dividend of ₹5 per equity share (50%) of face value ₹10 each for the financial year ended March 31, 2026, subject to approval at the Annual General Meeting. The company has fixed July 7, 2026 as the record date for determining shareholder entitlement to receive the dividend. Meanwhile, the company's scrip fell 2.94% to currently trade at ₹1,000 on the BSE.
