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Dodla Dairy Limited Q3 FY26 earnings call summary

NSE: DODLA · BSE: 543306

Earnings call of 28 Jan 2026, summarised by AI from the filing.

Dodla Dairy Q3 FY26 revenue ₹1,025 cr (+13.7%) with 7.7% EBITDA margin; guides 8-9% margin for Q4 FY26.

Key takeaways

  1. Guidance Management guides 8-9% EBITDA margin for Q4 FY26 and the year, with price hikes of ₹2-3 per liter expected as summer sets in.
  2. Change Bulk SMP and butter sales dropped to negligible from ₹72 cr in Q3 FY25, shifting mix to liquid milk and value-added products.
  3. Risk Industry-wide milk shortage from erratic rainfall raised procurement cost ₹2.5 per liter sequentially, not fully passed on.

Original filing on BSE

Dodla Dairy Limited Q1 FY27 results

As filed: Revenue ₹1,198 cr (+19% year on year), EBITDA ₹64.9 cr (−22% year on year), PAT ₹40.6 cr (−35% year on year), EBITDA margin 5.4% (−282 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,074 cr (+18% year on year), EBITDA ₹53.8 cr (−35% year on year), PAT ₹69.7 cr (+3% year on year), EBITDA margin 5.0% (−412 bps). Score 26 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 412 bps year on year. Other income 37% of PBT. Tax rate -29%. Revenue rose ₹164 cr on a year ago, more than the ₹123 cr it added the year before. Share price after the results: +6.8% in 30 days (Nifty 500: +1.6%).
  • Q3 FY26: Revenue ₹1,025 cr (+14% year on year), EBITDA ₹79.4 cr (−17% year on year), PAT ₹68.7 cr (+7% year on year), EBITDA margin 7.7% (−291 bps). Score 24 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin fell 291 bps year on year. Tax rate -10%. Consolidated profit +7% but standalone -26%. Share price after the results: −2.8% in 30 days (Nifty 500: +2.8%).
  • Q2 FY26: Revenue ₹1,019 cr (+2% year on year), EBITDA ₹94.0 cr (−2% year on year), PAT ₹66.0 cr (+5% year on year), EBITDA margin 9.2% (−39 bps). Score 24 of 100, Below trend. Revenue and profit growth were well below the company's own trend; EBITDA growth was below it. EBITDA margin fell 39 bps year on year. Share price after the results: −4.3% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹1,007 cr (+10% year on year), EBITDA ₹83.0 cr (−21% year on year), PAT ₹63.0 cr (−3% year on year), EBITDA margin 8.2% (−327 bps). Score 27 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 327 bps year on year. Profit fell 7% from last quarter. Revenue rose ₹95.0 cr on a year ago, more than the ₹89.0 cr it added the year before. Share price after the results: −7.1% in 30 days (Nifty 500: −0.6%).
  • Q4 FY25: Revenue ₹910 cr (+16% year on year), EBITDA ₹83.0 cr (+11% year on year), PAT ₹68.0 cr (+45% year on year), EBITDA margin 9.1% (−41 bps). Score 29 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin fell 41 bps year on year. Other income 29% of PBT. Profit rose ₹21.0 cr on a year ago, against ₹24.0 cr the year before. Share price after the results: +23.9% in 30 days (Nifty 500: +0.2%).
  • Q3 FY25: Revenue ₹901 cr (+21% year on year), EBITDA ₹96.0 cr (+16% year on year), PAT ₹64.0 cr (+56% year on year), EBITDA margin 10.7% (−46 bps). Score 61 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was well below it; profit growth was in line with it. EBITDA margin fell 46 bps year on year. Revenue fell 10% from last quarter. Revenue rose ₹154 cr on a year ago, more than the ₹72.0 cr it added the year before.
  • Q2 FY25: Revenue ₹998 cr (+30% year on year), EBITDA ₹96.0 cr (+39% year on year), PAT ₹63.0 cr (+43% year on year), EBITDA margin 9.6% (+63 bps). Score 81 of 100, Above trend. EBITDA margin rose 63 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 3% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Dodla Dairy Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.