Dodla Dairy Ltd's Q1FY26 Quarterly Results

Result Summary

• Dodla Dairy Ltd reported a 28.7% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Jun (Q1FY26). On a year-on-year (YoY) basis, it witnessed a growth of 11.5%.
• Its expenses for the quarter were up by 29.0% QoQ and 14.2% YoY.
• The net profit increased 34.3% QoQ and decreased 3.3% YoY.
• The earnings per share (EPS) of Dodla Dairy Ltd stood at 10.4 during Q1FY26.

Financial Statments for Q1FY26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Dodla Dairy Ltd is a prominent player in the Indian dairy industry, primarily engaged in the procurement, processing, and distribution of a wide range of dairy products. These products include milk, butter, ghee, cheese, paneer, curd, and other value-added dairy products. The company operates through a network of procurement centers and processing plants spread across various states in India, ensuring a robust supply chain. Dodla Dairy has established itself as a trusted brand in the dairy sector, catering to both domestic and international markets. As of the latest available data, no recent major developments or strategic shifts have been reported.

Revenue

During the first quarter of fiscal year 2026 (Q1FY26), Dodla Dairy Ltd reported a total income of ₹1023.79 crores. This reflects a quarter-over-quarter (QoQ) increase of 28.7% from ₹795.24 crores in the previous quarter, Q4FY25. On a year-over-year (YoY) basis, the total income increased by 11.5% compared to ₹918.53 crores in Q1FY25. This growth in revenue highlights the company's ability to enhance its income generation over both the quarterly and annual periods. The positive revenue trajectory over these periods suggests a robust operational performance and market demand for the company's products.

Profitability

For Q1FY26, Dodla Dairy Ltd recorded a profit before tax (PBT) of ₹80.98 crores, showing a QoQ growth of 26.3% from ₹64.14 crores in Q4FY25. However, there was a YoY decline of 12.7% compared to ₹92.80 crores in Q1FY25. The tax expense for Q1FY26 was ₹18.11 crores, a modest increase of 4.6% QoQ from ₹17.31 crores, and a significant YoY decrease of 34.8% from ₹27.77 crores. Consequently, the profit after tax (PAT) for Q1FY26 was ₹62.87 crores, with a QoQ rise of 34.3% from ₹46.83 crores in Q4FY25, but a slight YoY decrease of 3.3% from ₹65.02 crores in Q1FY25. The earnings per share (EPS) for Q1FY26 was ₹10.40, which grew by 33.3% QoQ from ₹7.80 and decreased by 3.7% YoY from ₹10.80.

Operating Metrics

In the first quarter of FY26, Dodla Dairy Ltd's total expenses amounted to ₹942.82 crores, which represents a QoQ increase of 29.0% from ₹731.11 crores in Q4FY25, and a YoY increase of 14.2% from ₹825.73 crores in Q1FY25. The company's financial performance over the reported periods demonstrates significant cost management and operational efficiency. The ratio of total expenses to total income remains a critical metric to assess, as it influences the overall profitability and operational health of the company. Although specific financial ratios such as the P/E ratio, debt-to-equity ratio, and current ratio are not calculated here due to missing data, the available metrics indicate a focus on maintaining a balance between revenue growth and expense management.