Dodla Dairy Q1 FY27 Revenue Hits Record ₹1,197.9 Cr, Invests ₹11.6 Cr in D2C Brand
Dodla Dairy reported a record Q1 FY27 revenue of ₹1,197.9 Cr, up 19% YoY. Milk procurement volume reached 21.1 LLPD, and milk sales were 13.6 LLPD. VAP sales contributed ₹414.7 Cr (34.6% of total sales). The company invested ₹11.6 Cr for a 2% stake in Sids Farm Pvt Ltd. EBITDA was ₹64.9 Cr and PAT ₹40.6 Cr.
The record revenue, significant YoY growth, strategic investment in a D2C brand, and detailed expansion plans are material developments for the company.
The company reported record revenue and strong growth in milk sales and value-added products. The investment in a D2C brand and ongoing expansion plans indicate a positive outlook.
Dodla Dairy Limited has announced its investor presentation for the first quarter of FY27, ending June 30, 2026. The company achieved its highest-ever quarterly revenue of ₹1,197.9 crore, a significant 19.0% increase year-on-year. This growth was supported by a record milk procurement volume of 21.1 LLPD and milk sales volume of 13.6 LLPD, up 14.5% YoY. The Value-Added Products (VAP) segment contributed ₹414.7 crore, representing 34.6% of total sales, with strong performance in products like curd, buttermilk, lassi, and ice cream due to an extended summer. The company's EBITDA stood at ₹64.9 crore, and Profit After Tax (PAT) was ₹40.6 crore.
During the quarter, Dodla Dairy also approved a primary investment of approximately ₹11.6 crore for a 2% stake in Sids Farm Pvt Ltd., a D2C dairy brand. Management commentary highlighted the strategy to build inventory for upcoming quarters amidst elevated procurement prices, which are expected to normalize from Q2 onwards. The company is progressing with its expansion plans, focusing on capacity increase, geographic footprint expansion, and increasing the VAP mix to enhance margins.
The Africa and Orgafeed businesses showed strong revenue growth, while the standalone business performance was impacted by pricing pressure. The company continues its expansion initiatives, including a greenfield expansion in Maharashtra with a planned capex of ₹280 crore and a capacity addition of 10 LLPD, expected to be operational by end-FY27. Additionally, a greenfield expansion in Uganda is planned with an investment of ₹60 crore, targeting completion by end of FY29.
Dodla Dairy aims to strengthen its procurement and chilling infrastructure, deepen its value-added product portfolio, enhance OSAM's operating efficiency, improve distribution reach, and advance expansion plans in Maharashtra and Uganda.
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