DODLA

What Dodla Dairy promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 23 tracked 2 delivered 5 missed 16 open
  • Effective Tax Rate delivered said Q4 FY26 Promised: Effective tax rate will return to the normal 25% to 27% range post FY26 Q1 FY27: The effective tax rate for Q1 FY27 was approximately 26.8% (PBT of ~₹56cr, PAT of ₹41cr), which falls within the guided 25-27% range as guided.
  • India Volume Growth missed said Q3 FY25 Promised: Return to the regular 8% to 10% of volume growth Q1 FY27: Management admitted that standalone India volume growth was only 3% YoY, again missing the target range despite reiterating the 8-10% guidance for the full year.
  • Gross Margin Recovery at risk said Q4 FY26 Promised: Gradual gross margin recovery of 50 to 100 basis points over FY26 levels in FY27 Q1 FY27: Q1 FY27 gross margin was 23.2%, and overall profitability was under significant pressure due to high input costs, with EBITDA margin falling to 5.4%. This performance puts the full-year margin recovery target at risk.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 23 tracked commitments for Dodla Dairy — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens