DODLADodla Dairy Ltd

₹1308.6-0.15%

Market Cap

₹7,918.93 Cr

Stock P/E

30.72

ROCE

22.85%

ROE

15.84%

Book Value

₹243.47

Financials

YoY Net Sales

EPS Growth

Operating Margin

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Shareholding

Holdings

Distribution

Promoter

Institution

Public

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From Last Concall

POSITIVES

•
Revenue milestone achieved: Q1 FY26 revenue crossed INR 1,000 crores for the first time, with INR 1,007 crores and 10.5% YoY growth, plus an EBITDA margin of 8.2% and PAT margin of 6.2%.
•
Orgafeed growth accelerates: the business posted a 29.4% revenue increase and 84.4% EBITDA growth, with EBITDA margins at 17.6%.

NEGATIVES

•
Margin pressure persists in Q1 due to higher procurement costs relative to milk realizations.
•
Africa business faces underutilization and Kenya-permit constraints affecting throughput and profitability.

Peers Summary

Sector Leader

Dodla Dairy Ltd exhibits strong revenue growth and impressive profitability metrics compared to its peers, positioning it as a sector leader. While some peers show high valuation metrics, Dodla stands out as a value pick due to its lower PE ratio and solid operating margins.

Key Points

• Dodla Dairy has the highest revenue growth (YoY) among peers at 11.15%.
• Despite a mid-tier PE ratio, Dodla's PEG ratio indicates potential growth at 0.77.
• Financially, Dodla has a very low debt-equity ratio of 0.0264, enhancing its stability.

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Nestle India Ltd.

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Strong profitability with a high ROE of 39.95% despite a higher PE ratio.

Varun Beverages Ltd.

Best YoY revenue growth at 25.49% and decent profitability.

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