Dodla Dairy Reports Q1 FY27 Results with Consolidated Revenue Crossing ₹1,190 Crore

Dodla Dairy Limited (CIN: L15209TG1995PLC020324) has announced its unaudited consolidated and standalone financial results for the first quarter ended June 30, 2026.

The Hyderabad-headquartered dairy major posted solid top-line expansion, driven by strong domestic and international demand, though profit margins faced pressure due to elevated raw material and operational costs.

Key Financial Highlights

Consolidated Top-Line & Profitability

Revenue from Operations: Escalated to ₹1,197.94 Crore in Q1 FY27, representing a 18.98% YoY growth from ₹1,006.87 Crore in Q1 FY25 and an 11.49% sequential increase from ₹1,074.47 Crore in Q4 FY26.

Total Income: Stood at ₹1,211.52 Crore, higher by 18.34% compared to ₹1,023.79 Crore recorded in the corresponding quarter of the previous fiscal.

Profit Before Tax (PBT): Declared at ₹54.70 Crore for the quarter, compared to ₹80.98 Crore in Q1 FY25 and ₹50.95 Crore in Q4 FY26.

Net Profit (PAT): Consolidated net profit for the quarter came in at ₹40.64 Crore, against ₹62.87 Crore in Q1 FY25 and ₹69.73 Crore in Q4 FY26.

Total Comprehensive Income: Registered at ₹44.39 Crore (attributable entirely to shareholders of the company), supported by favorable foreign currency translation gains of ₹2.69 Crore.

Earnings Per Share (EPS): Basic and diluted EPS for the quarter stood at ₹6.74 (face value of ₹10 per equity share).

Geographic Revenue & Asset Breakdown

Dodla Dairy witnessed broad-based top-line expansion across its domestic core as well as international markets during the quarter.

Revenue from Operations by Geography

India (Domestic Market): Generated ₹1,042.46 Crore in Q1 FY27, accounting for 87.02% of total operational revenue. This reflects a 15.77% YoY increase from ₹900.46 Crore in Q1 FY25.

Outside India (International Markets): Surged to ₹155.48 Crore, recording a sharp 46.11% YoY growth compared to ₹106.41 Crore in Q1 FY25.

Non-Current Assets Distribution

India: Non-current asset base increased to ₹1,242.96 Crore as of June 30, 2026, up from ₹756.85 Crore as of June 30, 2025.

Outside India: Overseas non-current assets stood at ₹117.09 Crore.

Total Non-Current Assets: Expanded to ₹1,360.05 Crore on a consolidated basis.

Standalone Performance Summary

On a standalone basis, the company recorded strong top-line momentum:

Revenue from Operations: Reached ₹955.66 Crore in Q1 FY27, up from ₹900.67 Crore in Q1 FY25 and ₹844.92 Crore in Q4 FY26.

Total Income: Recorded at ₹967.62 Crore.

Total Expenses: Stood at ₹938.31 Crore, with raw material consumption costs contributing ₹780.40 Crore.

Profit Before Tax (PBT): Reported at ₹29.31 Crore.

Net Profit (PAT): Came in at ₹21.75 Crore, with a Basic and Diluted EPS of ₹3.61.

Total Comprehensive Income: Reached ₹22.97 Crore.

Cost Dynamics & Operational Expenses

Consolidated total expenses for the quarter rose to ₹1,156.82 Crore from ₹942.81 Crore in Q1 FY25, reflecting input cost movements across the dairy value chain.

Raw Materials: Cost of materials consumed stood at ₹940.61 Crore, compared to ₹710.61 Crore in Q1 FY25.

Employee Benefits: Increased to ₹55.65 Crore from ₹47.14 Crore in Q1 FY25.

Other Expenses: Totaled ₹157.79 Crore, compared to ₹129.88 Crore in the same period last year.

Depreciation & Amortisation: Stood at ₹22.83 Crore for the quarter under review.

Commenting on the performance, Managing Director of Dodla Dairy, Mr. Dodla Sunil Reddy said, "Q1 FY27 was marked by our highest-ever quarterly revenue of INR 1,197.9 crore, along with record milk procurement of 21.1 LLPD. During the quarter, the company banked upon a strong procurement cycle to be able to build inventory for upcoming quarters while also maintaining the market share. As a result, the procurement prices remained at an elevated level despite a healthy milk supply. This strategy is in line with overall industry trends, and we expect prices to start normalising Q2 onwards.

With extended summers, our VAP portfolio, including curd, buttermilk, lassi, and ice cream, delivered record sales, reaching about a third of our total sales.

The company recorded EBITDA of Rs. 64.9 crore during the quarter. At the operating level, we saw improvement in our Africa, OSAM and Orgafeed businesses. However, standalone business performance was impacted primarily due to pricing pressure.

Further, the Board of Directors approved a primary investment of approximately INR 11.6 crore for a 2% stake in Sids Farm, a D2C dairy brand. We are also progressing well towards our expansion plan focused on capacity increase, expanding our geographic footprint to deepen market presence and widen distribution reach, and increasing our VAP mix to enhance margins as well as diversify the product portfolio."

Shares of Dodla Dairy Limited was last trading in BSE at Rs. 1052.75 as compared to the previous close of Rs. 1039.90. The total number of shares traded during the day was 876 in over 93 trades.

The stock hit an intraday high of Rs. 1063.40 and intraday low of 1022.60. The net turnover during the day was Rs. 907146.00.

Source : Equity Bulls

Keywords

DodlaDairy Q1FY27 Q1FY2027 ResultUpdate