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Dodla Dairy Releases Audio Recording of Q3 FY26 Earnings Call
Dodla Dairy Limited has officially released the audio recording of its Q3 FY26 earnings call, which took place on January 28, 2026. The call followed the announcement of the company's financial results for the quarter and nine-month period ending December 31, 2025. This disclosure is a standard regulatory requirement under SEBI (LODR) Regulations. The recording provides investors with access to management's detailed commentary and responses to analyst queries regarding recent performance.
Key Highlights
Audio recording of the Q3 FY26 earnings call is now accessible on the company's website.
The call was conducted on January 28, 2026, following the release of Q3 and 9M FY26 results.
Filing is in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015.
The recording link provides transparency for shareholders who could not attend the live session.
💼 Action for Investors
Investors should listen to the recording to understand management's guidance on milk procurement prices and margin sustainability. No immediate action is required as this is a routine procedural filing.
Dodla Dairy Q3 FY26: Revenue Up 13.7% to ₹10,250 Mn; EBITDA Margins Contract to 7.7%
Dodla Dairy reported a healthy 13.7% YoY revenue growth to ₹10,250 million for Q3 FY26, driven by a 19.6% surge in milk sales volume. However, EBITDA margins faced significant pressure, dropping to 7.7% from 10.6% YoY due to an 11.8% rise in milk procurement costs and lower bulk sales. PAT grew 8.1% YoY to ₹687 million, but this was largely supported by a one-time tax reversal of ₹219 million. The company is actively pursuing growth with a new greenfield project in Uganda and ongoing expansion in Maharashtra.
Key Highlights
Consolidated Revenue increased 13.7% YoY to ₹10,250 Mn, while Milk Sales volume reached 13.9 LLPD.
EBITDA declined 17.3% YoY to ₹793 Mn as procurement prices rose to ₹39.83 per liter versus ₹35.62 YoY.
PAT stood at ₹687 Mn, aided by a ₹219 Mn tax reversal which offset a ₹57 Mn one-time labor code provision.
Value-Added Products (VAP) excluding bulk sales grew to 25% of total revenue compared to 23% in the previous year.
Announced a new greenfield expansion in Uganda with an estimated capital outlay of ₹500-600 Mn over two years.
💼 Action for Investors
Investors should watch for margin recovery in upcoming quarters as the company balances market share gains with rising procurement costs. The aggressive expansion in Maharashtra and East Africa offers long-term scale, but short-term profitability is currently dependent on non-operational tax reversals.