Dodla Dairy

Why is Dodla Dairy Ltd falling/rising?

As of 11-Jun, Dodla Dairy Ltd's stock price is declining, currently at 1,064.35, with a significant drop of -20.87% over the past year compared to the Sensex's -10.52%. The company's poor financial performance and negative growth indicators contribute to the bearish sentiment surrounding the stock.

As of 11-Jun, Dodla Dairy Ltd's stock price is falling, currently at 1,064.35, reflecting a decrease of 2.85 (-0.27%). The stock has been on a downward trend, having lost value for the last two consecutive days, resulting in a total decline of -1.58% during this period. <BR><BR>In terms of performance relative to the market, Dodla Dairy has underperformed significantly over various time frames. Over the past year, the stock has dropped by -20.87%, compared to a -10.52% decline in the Sensex, indicating a much steeper fall relative to the broader market. Additionally, the stock has also shown negative returns of -4.43% over the past month and -2.79% over the past week, while the Sensex has only decreased by -2.87% and -0.71%, respectively.<BR><BR>The company's financial performance has also raised concerns. It reported a significant drop in profit before tax, which fell by -52.0% compared to the previous four-quarter average. Furthermore, the return on capital employed (ROCE) is at its lowest point of 16.55%, and the operating profit has grown at a mere annual rate of 3.35% over the last five years, suggesting poor long-term growth prospects.<BR><BR>Despite some positive factors, such as being net-debt free and having high management efficiency with a return on equity (ROE) of 15.51%, these have not been sufficient to counterbalance the negative sentiment surrounding the stock. The stock is also trading below its moving averages across multiple time frames, which typically indicates bearish momentum. <BR><BR>Overall, the combination of poor recent financial results, significant underperformance relative to the market, and a lack of strong growth indicators contribute to the current decline in Dodla Dairy Ltd's stock price.

Which are the latest news on Dodla Dairy?

What does Dodla Dairy do?

Dodla Dairy Ltd processes and produces milk and milk products in the FMCG sector, with a market cap of INR 6,507 Cr and reported net sales of 1,074 Cr and net profit of 70 Cr for the quarter ending March 2026. The company has a P/E ratio of 24.00 and a dividend yield of 0.19%.

Overview: <BR>Dodla Dairy Ltd is engaged in the processing and production of milk and milk products, operating within the FMCG industry and classified as a small-cap company.<BR><BR>History: <BR>Dodla Dairy Limited was incorporated on 15 May 1995. The latest quarterly results reported net sales and profit for the period ending March 2026.<BR><BR>Financial Snapshot: <BR>Net Sales: 1,074 Cr (Quarterly Results - Mar 2026) <BR>Net Profit: 70 Cr (Quarterly Results - Mar 2026) <BR>Market Cap: INR 6,507 Cr (Small Cap)<BR><BR>Key Metrics: <BR>P/E: 24.00 <BR>Industry P/E: 45 <BR>Dividend Yield: 0.19% <BR>Debt-Equity: -0.30 <BR>Return on Equity: 16.10% <BR>Price to Book: 3.89 <BR><BR>Contact Details: <BR>Details: No Company Details Available <BR>Registrar Address: Not available.

How big is Dodla Dairy?

As of 10th June, Dodla Dairy Ltd has a market capitalization of 6,507.00 Cr, with net sales of 4,125.20 Cr and a net profit of 267.01 Cr over the latest four quarters.

As of 10th June, Dodla Dairy Ltd has a market capitalization of 6,507.00 Cr, categorizing it as a Small Cap company.<BR><BR>In the latest four quarters, Dodla Dairy reported net sales of 4,125.20 Cr and a net profit of 267.01 Cr.<BR><BR>The latest annual period for the balance sheet is March 2025, with shareholder's funds amounting to 1,405.95 Cr and total assets of 1,730.63 Cr.

Who are in the management team of Dodla Dairy?

The management team of Dodla Dairy includes D Sesha Reddy (Chairman), Dodla Sunil Reddy (Managing Director), Madhusudhana Reddy Ambavaram (Whole-time Director), and several independent directors, overseeing the company's operations and strategy.

The management team of Dodla Dairy includes the following individuals:<BR><BR>1. **D Sesha Reddy** - Chairman (Non-Executive)<BR>2. **Dodla Sunil Reddy** - Managing Director<BR>3. **Madhusudhana Reddy Ambavaram** - Whole-time Director<BR>4. **Akshay Tanna** - Director<BR>5. **Raja Rathinam** - Independent Director<BR>6. **Rampraveen Swaminathan** - Non-Executive & Independent Director<BR>7. **T P Raman** - Non-Executive & Independent Director<BR>8. **Surya Prakash Mungelkar** - Company Secretary & Compliance Officer<BR>9. **Vinoda Kailas** - Independent Director<BR><BR>This team plays a crucial role in overseeing the operations and strategic direction of the company.

Should I buy, sell or hold Dodla Dairy Ltd?

Who are the peers of the Dodla Dairy?

Dodla Dairy's peers include Manorama Industries, Bajaj Consumer, Jyothy Labs, Hindustan Foods, Mrs Bectors, VST Industries, Vadilal Industries, and Gopal Snacks. In terms of management risk, growth, and capital structure, they vary, with Bajaj Consumer showing the highest 1-year return at 220.26% and Dodla Dairy at -20.72%.

Peers: The peers of Dodla Dairy are Manorama Indust., Bajaj Consumer, Jyothy Labs, Hindustan Foods, Mrs Bectors, VST Industries, Vadilal Inds., Gopal Snacks.<BR><BR>Quality Snapshot: Excellent management risk is observed at VST Industries, while Good management risk is found at Manorama Indust., Bajaj Consumer, Jyothy Labs, Hindustan Foods, Dodla Dairy, Mrs Bectors, and the rest. Average management risk is present at Vadilal Inds. and Gopal Snacks. For Growth, Excellent growth is noted at Manorama Indust. and Vadilal Inds., while Below Average growth is seen at Bajaj Consumer, Jyothy Labs, Hindustan Foods, Dodla Dairy, Mrs Bectors, VST Industries, and Gopal Snacks. In terms of Capital Structure, Excellent capital structure is seen at Bajaj Consumer, Jyothy Labs, Dodla Dairy, Mrs Bectors, VST Industries, and the rest, while Average capital structure is found at Vadilal Inds. and Good capital structure is noted at Gopal Snacks.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Bajaj Consumer at 220.26%, while the lowest is Jyothy Labs at -42.48%. Dodla Dairy's 1-year return is -20.72%, which is higher than Jyothy Labs but lower than Bajaj Consumer. Additionally, the six-month return is negative for Jyothy Labs, Hindustan Foods, Mrs Bectors, and Gopal Snacks.

Are Dodla Dairy Ltd latest results good or bad?

Dodla Dairy Ltd's latest results show a mixed performance, with a net profit increase of 4.45% quarter-on-quarter but only 2.13% revenue growth year-on-year and a decline in operating margins. While the company maintains a strong return on equity, the slowing growth and margin compression suggest caution for investors.

Dodla Dairy Ltd's latest results present a mixed picture. On the positive side, the company reported a net profit of ₹65.67 crore for Q3 FY26, which is a 4.45% increase quarter-on-quarter and a 3.61% increase year-on-year. This indicates some stability in profitability.<BR><BR>However, there are significant concerns regarding revenue growth and operating margins. The company's revenue growth was only 2.13% year-on-year, reflecting a deceleration from previous quarters. Additionally, the operating margin has contracted to 9.11% from 9.65% in the same quarter last year, indicating pressure on profitability due to elevated input costs and competitive dynamics in the dairy sector.<BR><BR>Overall, while Dodla Dairy shows strong return on equity at 15.30% and has a solid balance sheet, the sustained margin compression and slowing growth raise concerns about its near-term performance. Investors may want to approach with caution, considering the current operational challenges.

Is Dodla Dairy technically bullish or bearish?

As of December 1, 2025, Dodla Dairy's technical trend is neutral, showing mixed signals with bearish indicators on the weekly MACD and KST, while daily moving averages are mildly bullish, resulting in no clear strength in either bullish or bearish sentiment.

As of 1 December 2025, the technical trend for Dodla Dairy has changed from mildly bearish to sideways. The current stance is neutral, with mixed signals across various indicators. The weekly MACD and KST are bearish, while the monthly MACD and KST are mildly bearish. The Bollinger Bands show a bearish signal on the weekly chart but mildly bullish on the monthly. Daily moving averages indicate a mildly bullish trend. The RSI shows no signal on both weekly and monthly time frames, and Dow Theory indicates no trend in either time frame. Overall, the lack of strong directional indicators suggests a neutral stance with no clear strength in either bullish or bearish sentiment.

How has been the historical performance of Dodla Dairy?

Dodla Dairy has shown consistent growth in net sales and profitability, with net sales increasing from INR 1,691.67 crore in March 2019 to INR 3,720.07 crore in March 2025, and profit after tax rising from INR 62.76 crore to INR 259.93 crore during the same period. The company's earnings per share also grew significantly, reaching INR 43.08 in March 2025.

Answer:<BR>The historical performance of Dodla Dairy shows a consistent growth trend in net sales and profitability over the years.<BR><BR>Breakdown:<BR>Dodla Dairy's net sales have increased significantly from INR 1,691.67 crore in March 2019 to INR 3,720.07 crore in March 2025, reflecting a strong upward trajectory. The total operating income has followed a similar pattern, rising from INR 1,691.67 crore in March 2019 to INR 3,720.07 crore in March 2025. The company's operating profit (PBDIT) has also shown growth, reaching INR 434.11 crore in March 2025, up from INR 141.94 crore in March 2019. Profit before tax has increased from INR 93.28 crore in March 2019 to INR 355.78 crore in March 2025, while profit after tax has grown from INR 62.76 crore to INR 259.93 crore in the same period. The earnings per share (EPS) have seen a substantial rise, reaching INR 43.08 in March 2025 compared to INR 11.27 in March 2019. On the balance sheet, total assets have increased from INR 792.59 crore in March 2019 to INR 1,730.63 crore in March 2025, with total liabilities also rising from INR 792.59 crore to INR 1,730.63 crore. Cash flow from operating activities improved significantly to INR 519 crore in March 2025, compared to INR 165 crore in March 2020. Overall, Dodla Dairy has demonstrated robust growth in revenue, profitability, and asset base over the years.

When is the next results date for Dodla Dairy?

The next results date for Dodla Dairy is November 3, 2025.

The next results date for Dodla Dairy is scheduled for November 3, 2025.

Who are the top shareholders of the Dodla Dairy?

The top shareholders of Dodla Dairy include the Dodla Family Trust with 24.08%, mutual funds at 17.19%, foreign institutional investors at 10.41%, and the SBI Long Term Advantage Fund - Series IV as the largest public shareholder at 7.91%. Individual investors hold 5.04% of the shares.

The top shareholders of Dodla Dairy include the Dodla Family Trust, which holds the largest stake at 24.08%. The company is primarily backed by its promoters, with no pledged promoter holdings. Additionally, mutual funds collectively hold 17.19% of the shares through nine different schemes, while foreign institutional investors (FIIs) own 10.41% through 83 different entities. The highest public shareholder is the SBI Long Term Advantage Fund - Series IV, which holds 7.91%. Individual investors account for 5.04% of the shareholding.

Is Dodla Dairy overvalued or undervalued?

As of May 31, 2023, Dodla Dairy is fairly valued with a PE ratio of 30.91, an EV to EBITDA of 19.29, and a ROCE of 42.76%, making it more attractive compared to high-priced competitors like Hindustan Unilever and Nestlé India, while also outperforming the Sensex with a stock return of 35.19% over the past year.

As of 31 May 2023, Dodla Dairy's valuation grade has moved from attractive to fair, indicating a shift in its perceived value. The company appears to be fairly valued at this time. Key ratios include a PE ratio of 30.91, an EV to EBITDA of 19.29, and a ROCE of 42.76%. <BR><BR>In comparison to its peers, Dodla Dairy's PE ratio is significantly lower than that of Hindustan Unilever Ltd. at 53.88 and Nestlé India Ltd. at 75.2, both of which are considered very expensive. This suggests that while Dodla Dairy is fairly valued, it remains more attractive relative to its high-priced competitors. Additionally, Dodla Dairy has outperformed the Sensex over the past year with a stock return of 35.19% compared to the Sensex's 7.57%, reinforcing its competitive position in the market.

Has Dodla Dairy declared dividend?

Yes, Dodla Dairy Ltd has declared a 30% dividend, amounting to ₹3 per share, with an ex-date of October 31, 2024. The dividend yield is 0.23%, and the company has demonstrated strong price returns over various periods, particularly in the long term.

Dodla Dairy Ltd has declared a 30% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 30%<BR>- Amount per share: 3 per share<BR>- Ex-date: 31 Oct 24<BR><BR>Dividend Yield: 0.23%.<BR><BR>Total Returns by Period:<BR>In the last 6 months, the price return was 4.35%, the dividend return was 0%, resulting in a total return of 4.35%.<BR><BR>Over the past year, the price return was 42.75%, with a dividend return of 0.29%, leading to a total return of 43.04%.<BR><BR>In a 2-year period, the price return was 149.46%, the dividend return was 0.54%, culminating in a total return of 150.0%.<BR><BR>For the 3-year period, the price return stood at 175.26%, with a dividend return of 0.62%, resulting in a total return of 175.88%.<BR><BR>In the 4-year period, there was no price return, but the dividend return was 0.49%, leading to a total return of 0.49%.<BR><BR>Over the last 5 years, both the price and dividend returns were 0%, resulting in a total return of 0.0%.<BR><BR>Overall, Dodla Dairy has declared a dividend, and while the dividend yield is relatively low, the company has shown strong price returns over various periods, particularly in the longer term. This suggests a positive performance trend despite the modest dividend contributions.