• Full-year growth guidance: Dodla Dairy expects to achieve 10% volume growth and 15% value growth for the full year, supported by its Indian operations, Africa business, and recent acquisitions in East India.
• Margin recovery trajectory: EBITDA margins dropped to 5.4% due to a 10% rise in milk procurement costs, but phased price hikes of 2% to 2.5% are expected to restore margins to the 7% to 8.5% range.
• Value-added product mix: Value-added products contribute about 35% of sales and offer 4% to 5% higher margin accretion than liquid milk, with segment revenue expected to increase by 3% to 4% as consumption of paneer and fermented dairy rises.
• Africa operations outlook: The Africa business is projected to deliver approximately ₹600 crore in revenue this year while sustaining EBITDA margins of 12% to 15%.
• Domestic capacity expansion: The company is expanding its Maharashtra operations into a 10 lakh liter per day facility with a 65-ton powder plant, while revamping its Chandil plant under Osam Dairy to boost flavored milk and yogurt production for Bihar and West Bengal.