Dodla Dairy Q4 Profit Falls 2.3% to Rs 55.4 Crore

Dodla Dairy Q4 Profit Slips 2.3% to Rs 55.4 Cr, Margins Contract Sharply

Dodla Dairy reported a 2.3% decline in consolidated net profit to Rs 55.4 crore for Q4 FY26. Revenue from operations grew 4.6% to Rs 845 crore, supported by steady dairy business growth. However, EBITDA dropped sharply by 56.5% to Rs 29 crore, with margins contracting to 3.4%. The board recommended a final dividend of Rs 5 per share, with the record date set for July 7, 2026.

Dodla Dairy Q4 profit slips 2.3 pc to Rs 55.4 crore, margins contract sharply

Mumbai, May 17

Dodla Dairy has reported a 2.3 per cent year-on-year decline in consolidated net profit for the fourth quarter of FY26.

The Hyderabad-based dairy company posted a net profit of Rs 55.4 crore for the January-March quarter, compared to Rs 56.7 crore in the corresponding period last financial year, according to its exchange filing.

Revenue from operations, however, rose 4.6 per cent year-on-year to Rs 845 crore in Q4 FY26, up from Rs 807.8 crore reported in the same quarter of the previous financial year, supported by steady growth in the company's dairy business.

Operating performance remained under pressure during the quarter. Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) declined sharply by 56.5 per cent to Rs 29 crore, compared to Rs 66.6 crore in Q4 FY25. The EBITDA margin also contracted significantly to 3.4 per cent from 8.2 per cent a year earlier.

Alongside the quarterly results, the company's board recommended a final dividend of Rs 5 per equity share of face value Rs 10 each for the financial year ended March 31, 2026. The proposed dividend is subject to shareholder approval at the upcoming Annual General Meeting (AGM).

The company has fixed July 7, 2026, as the record date for determining shareholders eligible to receive the dividend. The 31st AGM of the company is scheduled to be held on July 14, 2026, at 11:00 a.m. IST.

Shares of Dodla Dairy had ended over 2.5 per cent lower in Friday's trading session ahead of the earnings announcement. Over the last six months, the stock has declined nearly 15.6 per cent, or close to Rs 200, with the current market price standing at Rs 1,025. The stock's 52-week high remains at Rs 1,525.

— IANS

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Reader Comments

Varun X

Looks like the dairy sector is facing headwinds. EBITDA margin dropped from 8.2% to 3.4% - that's a massive contraction. Raw milk prices might have surged due to summer demand or inefficiencies. Stock already down 15% in 6 months, no wonder. Investors beware.

Ananya R

As a consumer, I still buy their milk packets daily - quality is decent. But as a shareholder, I'm worried. Revenue growing but profit falling means they're either spending too much on marketing or losing pricing power. The record date for dividend is July 7, but let's see if the AGM on July 14 brings any clarity.

James A

Interesting numbers. Revenue up to Rs 845 crore but EBITDA fell over 56%? That's a red flag for operational efficiency. Either procurement costs skyrocketed or they couldn't pass on input costs to consumers. India's dairy market is competitive, but I'd like to know what the management blames - seasonality or structural issues.

Priya S

Rs 55.4 crore profit is still decent, but the drop from Rs 56.7 crore last year shows the pressure. At Rs 1,025 per share, the stock has lost nearly Rs 200 in 6 months. Might be a good entry for long-term investors if dairy demand picks up post-summer, but careful with short-term volatility. 📊

Rohit L

EBITDA margin at 3.4% is alarmingly low for a dairy company. Usually they operate at 8-12%. Maybe the summer heat and higher feed costs hit them hard. But management should

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Dodla Dairy Q4 Profit Slips 2.3% to Rs 55.4 Cr, Margins Contract Sharply

Dodla Dairy Q4 profit slips 2.3 pc to Rs 55.4 crore, margins contract sharply

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