• Financial and Margin Guidance: The company is passing milk procurement cost increases to consumers through price corrections across July and August, maintaining its full-year outlook of 15% value growth, 10% volume growth, and 7% to 8% EBITDA margins.
• Subsidiary Revenue Targets: Osam is projected to reach approximately 400 crores in revenue with margins of 4% to 5%, while Orgafeed is targeted to achieve close to 200 crores in revenue at 12% to 13% margins.
• Maharashtra Plant Expansion: The new 10 lakh liter-per-day facility in Maharashtra is expected to begin partial production by March 2027, anticipated to deliver 400 to 500 crores in additional revenue initially and 2,000 to 2,500 crores over the long term.
• Value-Added Portfolio Growth: Supported by strong seasonal demand that saw paneer volumes double to 4 to 5 tons per day, the company aims to continue growing its value-added product revenue share by 1 to 2 percentage points annually.
• Sid's Farm Investment: Dodla invested 11.5 crore rupees for a 2% stake in Sid's Farm to test and understand the direct-to-consumer dairy space, with plans to review performance milestones every two years to potentially increase its holding.