Dodla Dairy Q4 FY26 Investor Presentation: Revenue at ₹10,745 Crore, PAT at ₹698 Crore
Dodla Dairy reported its Q4 FY26 investor presentation with consolidated revenue at ₹10,745 crore and PAT at ₹698 crore (6.5% margin). For FY26, revenue was ₹41,252 crore with EBITDA margin at 7.5% and PAT margin at 6.5%. The company plans significant capex for a Maharashtra plant (₹2,800 crore) and Uganda (₹600 crore), and acquired OSAM Dairy for ₹2,472 crore.
The announcement includes detailed financial results for the quarter and year, significant expansion plans, and a major acquisition, all of which are material events for investors.
The company reported its highest ever annual performance, with strong revenue growth and record sales volumes. Despite challenges, management expressed optimism about future growth driven by expansion plans and market opportunities.
Dodla Dairy Limited has released its investor presentation for the quarter and year ended March 31, 2026. The company reported its highest ever annual performance with consolidated revenue reaching ₹41,252 crore and EBITDA at ₹3,085 crore. For the fourth quarter of FY26, revenue stood at ₹10,745 crore, with EBITDA at ₹538 crore and Profit After Tax (PAT) at ₹698 crore, reflecting a 6.5% PAT margin. The company highlighted a resilient performance in FY26 despite challenging operating conditions, including constrained milk supply and erratic rainfall affecting demand for value-added products. Revenue growth for FY26 was 11% year-on-year, with EBITDA margin at 7.5% and PAT margin at 6.5%. Management noted that procurement costs were elevated and not fully passed on to consumers, impacting margins. However, signs of improvement in milk supply are creating opportunities for normalization of procurement prices and passing on input costs to consumers. The company is focused on long-term growth with expansion plans, including a new integrated dairy plant in Maharashtra and a greenfield plant in Uganda. In Q4 FY26, milk procurement volume increased by 13.4% year-on-year to 18.5 LLPD, and milk sales volume reached a record 14.0 LLPD, up 19.5% year-on-year. Value-added product sales contributed 28% to total sales, amounting to ₹2,969 crore. The company also recorded a one-time tax credit of ₹292 crore in Q4 FY26, supporting PAT. Significant expansion plans are underway, including a ₹2,800 crore capex for a Maharashtra plant and ₹600 crore investment in Uganda. The company also acquired OSAM Dairy in July 2026 for ₹2,472 crore.
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Dodla Dairy Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Dodla Dairy Limited. Read the original for the full detail.