What is Dodla Dairy's revised revenue guidance for FY26?

Dodla Dairy has revised its revenue guidance for FY26 to a range of 14-15%.

What are the revenue and margin targets for the acquired Osam business?

The Osam business is targeted to generate ₹300 crore in short-term revenue and ₹500-600 crore long-term, with initial EBITDA margins of 5-6% within a year.

When is Dodla Dairy expected to commence production at its new Maharashtra facility?

Dodla Dairy expects to commence production at its new Maharashtra facility in early FY27.

Home / Business and Economy / Dodla Dairy Eyes 15% Revenue Growth Post-Osam Acquisition

Dodla Dairy Eyes 15% Revenue Growth Post-Osam Acquisition

31 Jan

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Summary

Dodla Dairy expects FY26 revenue guidance to reach 14-15%.
Osam business acquisition is projected to yield ₹500-600 crore long-term revenue.
EBITDA margins are anticipated to recover to 8-9% in upcoming quarters.

Dodla Dairy Eyes 15% Revenue Growth Post-Osam Acquisition

Dodla Dairy has revised its revenue guidance for fiscal year 2025-26 (FY26) upwards to 14-15%, driven by consistent core demand and the integration of its recent Osam business acquisition in Africa. The Osam unit is a significant growth driver, with management targeting substantial revenue of ₹300 crore in the short term and ₹500-600 crore over the longer term. Initial EBITDA margins for Osam are around 1-1.5%, with a goal to reach 5-6% within a year.

Despite facing elevated milk procurement costs due to supply tightness, Dodla Dairy expects its EBITDA margins to rebound to the 8-9% range in the upcoming quarters. The company has factored in summer pricing and is considering calibrated price increases based on weather patterns and the El Niño forecast. In the October-December 2025 quarter, revenue grew by 13.7% year-on-year to ₹1,025 crore, though EBITDA saw a 17.3% decline to ₹79.2 crore, impacting margins to 7.7%.