
Quarterly Result3 Nov 2025, 12:31 pm
Dodla Dairy Q2 & H1 FY26 Results: Revenue Crosses Rs. 10,000 Mn, Gross Margins at 27.7%
AI Summary
Dodla Dairy Ltd, one of India's leading integrated dairy companies, has announced its unaudited financial results for Q2 & H1 FY26. The company reported a revenue of Rs. 10,188 Mn in Q2 FY26, reflecting a 2.1% year-on-year growth. The gross margin expanded by over 200 bps, reaching 27.7%. The EBITDA and PAT margins stood at healthy levels of 9.1% and 6.4%, respectively. The performance includes 2 months of contribution from the recently acquired OSAM Dairy business, which currently operates at lower margins. The company observed a significant change in product mix, with bulk sales contribution declining and growth being driven by liquid milk and high-margin value-added products.
Key Highlights
- Revenue of Rs. 10,188 Mn in Q2 FY26, up 2.1% YoY
- Gross margin expansion of over 200 bps, reaching 27.7%
- EBITDA and PAT margins at 9.1% and 6.4%, respectively
- Significant change in product mix with declining bulk sales and growing liquid milk and high-margin VAP
- 2 months of contribution from the recently acquired OSAM Dairy business