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Dodla Dairy (DODLA) investor relations material
Dodla Dairy Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary4 Nov, 2025
Executive summary
Q2 FY26 consolidated revenue reached ₹10,188 million (INR 1,019 crores), up 2.1% year-on-year, with EBITDA margin at 9.1% and PAT margin at 6.4%.
Osam Dairy acquisition completed in July/August 2025, contributing two months of revenue and expanding the East India footprint.
Core business (excluding Osam and bulk sales) delivered 13% year-on-year revenue growth, with robust volume growth in liquid milk and value-added products.
Africa and Orgafeed segments showed strong revenue growth, though Africa margins were pressured by strategic pricing in Kenya.
Brand-building initiatives and market expansion continued, with a focus on local markets, Africa, and portfolio expansion.
Financial highlights
Q2 FY26 revenue from operations: ₹10,188 million (INR 1,019 crores), up 2.1% YoY; H1 FY26 revenue: ₹20,257 million (INR 2,026 crores), up 6.1% YoY.
Q2 FY26 EBITDA: ₹928 million (INR 93 crores), margin at 9.1%; PAT: ₹657 million (INR 66 crores), margin at 6.4%.
Gross profit margin improved to 27.7% from 25.5% in Q2 FY25.
Net cash from operating activities in H1 FY26 was ₹1,719 million.
Capex of INR 77 crores in H1, mainly for Maharashtra expansion; strong cash and bank balances at INR 596 crores as of September 2025.
Outlook and guidance
Standalone India expected to grow 6-8% in H2; Africa and Osam to improve profitability.
Margins expected to remain in the 8-10% range, with some uncertainty due to weather and procurement costs.
Focus on increasing value-added product share, product mix, and operational efficiency; no significant price hikes planned.
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Next Dodla Dairy earnings date
Q3 25/263 Feb, 2026
Next Dodla Dairy earnings date
Q3 25/263 Feb, 2026
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