Dodla Dairy Outlines Growth Strategy and Investor Meeting Schedule

Dodla Dairy , a prominent player in the Indian dairy industry, has recently shared its growth strategy and operational guidance, signaling a focus on expansion and margin improvement. The company has also announced an upcoming investor meeting, demonstrating its commitment to transparency and shareholder engagement.

Growth Targets and Operational Guidance

Dodla Dairy's management has provided insights into its future plans during a recent conference call:

Segment	Target
Standalone India Operations	5-6% growth in milk and milk products
OSAM Operations	Scale volumes from 1.2 lakh liters per day to 2 lakh liters per day by FY27
EBITDA Margins	Maintain between 8-10%

The company aims to bring OSAM operations' margins to Dodla consolidated level within 2-3 years, indicating a focus on operational efficiency and profitability across its business segments.

Investor Meeting Announcement

In a move to maintain open lines of communication with its investors, Dodla Dairy has scheduled an investor conference:

Detail	Information
Date	November 11, 2025
Time	10:00 AM onwards
Nature of Meeting	1x1 / Group Meeting
Organized by	ICICI Securities
Location	Mumbai

The company has emphasized that discussions during this meeting will be based on publicly available information, ensuring compliance with regulatory standards regarding the disclosure of sensitive information.

Implications for Investors

Dodla Dairy's growth targets, particularly in its OSAM operations, suggest a strategic focus on expanding market presence and improving operational efficiency. The company's commitment to maintaining EBITDA margins between 8-10% indicates a balanced approach to growth and profitability.

The scheduled investor meeting provides an opportunity for stakeholders to gain deeper insights into the company's strategies and performance. It also reflects Dodla Dairy's dedication to maintaining transparent communication with its investors, a practice that is often viewed favorably in the capital markets.

As Dodla Dairy continues to navigate the competitive landscape of the Indian dairy industry, investors and market watchers will likely keep a close eye on the company's progress towards its stated goals and any additional insights that may emerge from the upcoming investor conference.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-3.44%	-7.72%	-11.07%	+16.86%	+3.55%	+96.95%

Dodla Dairy Limited , a leading integrated dairy company, has announced its unaudited financial results for the second quarter of fiscal year 2026, showcasing resilient performance and strategic growth.

Financial Highlights

For Q2 FY26, Dodla Dairy reported:

Revenue of ₹10,188.00 million, up 2.1% year-on-year
Gross margin expansion of over 200 basis points, reaching 27.7%
EBITDA of ₹928.00 million with a 9.1% margin
PAT of ₹657.00 million, representing a 6.4% margin

Operational Performance

The company demonstrated strong operational metrics:

Milk procurement volume increased by 13.4% year-on-year to 19.5 LLPD
Average milk sales volume grew by 12.6% to 13.1 LLPD
Curd sales showed an 11.2% year-on-year growth

Strategic Developments

Dodla Dairy's performance in Q2 FY26 includes two months of contribution from its recently acquired OSAM Dairy business. While OSAM currently operates at lower margins, it's expected to contribute to the company's long-term growth strategy.

Product Mix Shift

A significant change in product mix was observed:

Bulk sales contribution declined
Growth driven by liquid milk and high-margin value-added products
Value-added products (excluding bulk sales) contributed 27% to total sales, up from 22% in Q2 FY25

Product Category	Q2 FY26 Contribution	Q2 FY25 Contribution
VAP (excl. bulk)	27.00	22.00
Total VAP	30.00	39.00

Management Commentary

Dodla Sunil Reddy, Managing Director of Dodla Dairy, stated, "Over the last two years, we have maintained a CAGR above 15% in revenue and EBITDA, and over 22% in PAT, reflecting the strength of our business strategies. Our Africa and Orgafeed segments continue to show robust growth, with temporary margin pressures arising from strategic product pricing in Kenya to gain market share and seasonal factors in the feed business."

Future Outlook

The company remains optimistic about its future prospects:

Well-positioned to sustain consistent growth
Focus on enhancing the share of value-added products
Continued emphasis on brand building, increasing procurement, portfolio expansion, and market reach

Corporate Governance

The Board of Directors has approved the re-appointment of Dr. Raja Rathinam as a Non-executive Independent Director for a second term of five consecutive years, from February 1, 2026, to January 31, 2031, subject to shareholder approval. Dr. Rathinam brings over 41 years of experience in the dairy industry to the board.

Dodla Dairy's Q2 FY26 results demonstrate the company's ability to navigate market challenges while focusing on strategic growth initiatives and value-added product expansion.