Conference Call with Dodla Dairy Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Packaged Foods company Dodla Dairy announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: The company’s consolidated operating revenues grew by 15.5% on a YoY basis to Rs 9,096 million. The domestic business grew by 11.0% YoY to Rs 8,079 million whereas, the international business saw a phenomenal growth of 71 % YoY growth Gross profit improved by 13.5% YoY, reaching Rs 2,472 million. Gross margins stood at 27.2% in Q4FY25 EBITDA increased by 10.7% YoY to Rs 835 million. EBITDA margin stood at 9.2% in Q4FY25 Profit After Tax grew by 45.1% YoY to Rs 680 million in Q4FY25. PAT margin stood at 7.5% vs 5.9% in Q4FY24 Other Income includes the amount for provision reversal of Rs 94.7 million, on the back of securing favorable TG GST commissioner appeal and AP high court order on flavoured milk classifying under Tariff Heading No. 0402 9990 (IGST 5% vs 12% previously). The balance amount mainly consists of return on other investments made by the company EPS for Q4FY25 stood at Rs 11.3 as compared to Rs 7.9 in Q4FY24 FY25 Financial Highlights: The company’s consolidated Operating Revenues grew by 19.0% to Rs 37,201 million on a YoY basis Gross profit improved by 21.1% YoY, reaching Rs 10,211 million. Gross margins stood at 27.4% EBITDA increased by 31.8% YoY to Rs 3,808 million, EBITDA margin was at 10.2% in FY25 as compared to 9.2% in FY24 Profit After Tax grew by 55.9% YoY to Rs 2,599 million in FY25, PAT margin stood at 7.0% vs 5.3% in FY24 Cash flow from operation as on 31st March 2025 stood at Rs 5,198 million Total Cash stood at Rs 7,456 million as on 31st March 2025 as against Rs 2,996 million last year EPS for FY25 stood at Rs 43.3 as compared to Rs 28.0 in FY24 Commenting on the performance, Managing Director of Dodla Dairy, Dodla Sunil Reddy said, “I am pleased to share that during FY25, the company’s PAT surpassed the Rs. 2,000 million milestone, reaching Rs. 2,599 million, on the back of a topline of Rs. 37,201 million, which grew at a healthy rate of 19%. This robust performance was primarily driven by faster growth in VAP and healthy performance in Africa as well as the Orgafeed business. Also, I would like to update you that the Board has approved dividend distribution of Rs. 2 per share (20% of the face value). Our extensive procurement network and long-term relationships with the farmers underscore the underlying strength of our company. Over time, the company has built a strong leadership team, with dedicated General Managers heading each business vertical and reporting directly to the CEO of the company. Their contributions have been instrumental to our growth journey. We remain focused on advancing Dodla Dairy’s integrated business model through both organic and inorganic growth initiatives. With a continuous focus towards expanding our product reach and portfolio basket, we are confident to achieve accelerated growth in the coming years” Result PDF