Dairy Products
18 recent notes from companies in this sector. 6 companies tracked.
Dodla Dairy cuts FY27 margin guidance as milk costs bite
EBITDA margin forecast lowered to 7-8% from 8-9%; Africa revenue target also slashed. Q1 profit drops 35% despite 19% revenue growth.
Dodla Dairy's record ₹1,197.9 crore revenue fails to halt 35% profit slide
Higher milk procurement costs squeezed margins to 5.4% from 8.2%, while a small ₹11.6 crore D2C investment hints at future strategy.
Dodla Dairy profit falls 61% as milk costs squeeze margins
Standalone PBT drops to ₹29.31 crore; consolidated PAT down 35% despite 19% revenue growth from Osam acquisition. Board approves ₹11.65 crore for a 2% stake in premium D2C brand Sids Farm.
Dodla Dairy's Q1 profit slumps 61% as milk costs bite
Revenue rose 19% on consolidation, but raw material inflation crushed margins. The board also took a small stake in premium D2C brand Sids Farm.
Dodla Dairy profit falls 65% as milk costs bite
Higher procurement costs drove standalone net profit down to ₹21.75 crore in Q1 FY27 from ₹62.36 crore a year ago, even as revenue rose to ₹955.66 crore.
Hatsun Agro revenue climbs 19% but profits stay flat in Q1
Revenue growth to ₹3,090 crore doesn't lift net profit as dairy margins tighten. Board reappointments and AGM set for September are procedural.
Hatsun Agro revenue up 19%, profit flat as dairy margins tighten
Revenue rose to ₹3,090.49 cr but PAT held at ₹133.69 cr as raw material costs ate gains. Board reappoints top management, pays ₹10 interim dividend.
Heritage Foods' record revenue obscured by margin pressure and low plant utilization
EBITDA margin falls to 4.6% as milk costs rise; VAP growth strong but ice cream plant runs at 40% capacity. ₹250 cr capex plan targets 50% VAP share by FY30.
Heritage Foods profit drops 38% despite record revenue
Q1 FY27 revenue hits ₹13,381 million, up 18% YoY, but high milk costs compress margins. Value-added products now 44% of sales.
Heritage Foods Q1 profit falls 34% as costs surge
Net profit slid to ₹24.8 cr despite a 15.4% revenue jump to ₹1,291.8 cr, as raw material and employee expenses outpaced sales. Board also approved two small subsidiary share purchases.
Vadilal Industries gets two-notch credit upgrade to IND A+
India Ratings lifted the dairy firm's bank facilities rating to IND A+ from IND A- with a positive outlook, covering ₹400 crore of working capital and term loans, reflecting strengthening finances and lower borrowing costs.
Milkfood raises ₹6.6 cr via warrants to MD, president
Two insiders get 11 lakh warrants each, convertible in 18 months, adding 7.9% dilution. No use of proceeds disclosed.
Vadilal's profit jumps 149% in Q4. Dividend more than doubles.
The ice-cream maker's Q4 net profit hit ₹54.86 crore. The board recommended a final dividend of ₹43 per share, a 105% increase over last year's ₹21.
Premier Capital's profit is a one-off, not a dairy recovery
A ₹25.5 lakh net profit reverses a ₹9 lakh loss, but the gain comes almost entirely from a surge in non-operational income as the core business shrank.
Milkfood's auditor finds accounting errors behind its reported profit
Exceptional gains masked an operational decline, with the auditor flagging issues with land, vehicles, and share-based costs.
Milkfood's ₹44 cr profit is mostly an asset sale. The auditor isn't convinced.
A qualified audit opinion challenges the very gains that inflated Milkfood's FY26 profit. Strip them out, and net profit is just ₹9.81 crore.
Sheetal Cool Products logs 15.4% net profit growth in FY26
Revenue rose 13.9% to ₹36,600 lakhs as auditor gave clean opinion with inventory and receivables caveats.
Sheetal Cool Products net profit up 15.4%; auditor flags inventory, receivables
Steady growth but auditor's emphasis-of-matter on inventory and receivables keeps the story honest.