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Employees: 6,423
Size Dodla Dairy (DODLA.NS) is an India Consumer Staples company (Food: Meat/Fish/Dairy) with a market value of $625M, the 762nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹980.60 on 6 Nov 2026.
Performance Over six months the shares fell 14.0%, against -1.1% for the median peer and 0.0% for the India market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 17.1% over the last twelve months (peer median +4.8%); the operating margin is 3.8% (peer median 2.2%).
Valuation It trades at 28.6× forward earnings against a peer median of 26.8× (6th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 34% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +18 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.5 points below its cost of capital (14.9% WACC).
Next results Next results expected around 15 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹44.9B | ₹41.3B | ₹37.2B | ₹31.3B | ₹28.1B |
| Revenue growth | — | +11% | +19% | +11% | — |
| Gross profit | ₹7.62B | ₹6.53B | ₹6.80B | ₹5.39B | ₹4.05B |
| EBITDA | ₹2.62B | ₹3.14B | ₹3.87B | ₹2.93B | ₹1.99B |
| Net income | ₹2.16B | ₹2.67B | ₹2.60B | ₹1.67B | ₹1.22B |
| Free cash flow | n/a | ₹1.49B | ₹4.18B | -₹972M | ₹615M |
| Capital expenditure | n/a | ₹1.62B | ₹1.10B | ₹1.07B | ₹1.08B |
| Total debt | ₹718M | ₹570M | ₹424M | ₹458M | ₹323M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | DODLA.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.2% | +1.1% | 6th lowest of 21 |
| 6-month return | -14.0% | -1.1% | 7th lowest of 21 |
| Distance from 52-week high | -25.6% | -23.2% | 8th lowest of 21 |
| Revenue growth (TTM) | +17.1% | +4.8% | 3rd highest of 20 |
| Operating margin | 3.8% | 2.2% | 8th highest of 21 |
| Forward P/E | 28.6× | 26.8× | 6th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 33.7% | 14.7% | most demanding of 11 |
| Growth delivered (Del g) | +16.2% | +5.7% | 3rd highest of 11 |
| Hurdle (Req g minus delivered) | +17.5 pp | +2.1 pp | 3rd most demanding of 11 |
| ROIC minus cost of capital | -4.5 pp | -1.7 pp | 7th lowest of 21 |
| EV / EBITDA | 20.7× | 13.6× | 2nd most expensive of 7 |
| Net debt / EBITDA | -1.9× | 3.0× | 2nd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Dodla Dairy DODLA.NS | India | $625M | -14% | +17% | 4% | 28.6× | 33.7% | +16.2% |
| Mama's Creations MAMA | United States | $632M | +2% | +54% | 5% | 46.4× | 17.6% | +33.3% |
| Beingmate 002570.SZ | China | $680M | -16% | -4% | 3% | 28.3× | 11.8% | +0.8% |
| Starzen 8043.T | Japan | $574M | +36% | +4% | 2% | 9.4× | n/a | n/a |
| Henan Huaying Agricultural Development 002321.SZ | China | $569M | -16% | +24% | 1% | n/a | n/a | n/a |
| Australian Agricultural AAC.AX | Australia | $553M | +2% | +9% | -47% | 94.6× | n/a | n/a |
| Prima Meat Packers,Ltd 2281.T | Japan | $724M | -9% | +5% | 2% | 12.8× | -1.2% | +1.9% |
| High Liner Foods HLF.TO | Canada | $536M | +91% | +14% | 5% | 8.7× | 3.5% | +5.3% |
| Masoval AS MAS.OL | Norway | $508M | +16% | -1% | 4% | 45.6× | 28.2% | +22.3% |
| Binggrae 005180.KS | South Korea | $472M | +9% | +4% | 9% | 6.3× | n/a | n/a |
| Xinjiang Terun Dairy 600419.SS | China | $465M | +2% | +5% | 5% | 26.8× | -4.3% | +9.4% |
| Savencia SAVE.PA | France | $871M | -11% | -2% | 3% | 5.4× | -3.8% | +6.2% |
| HaiXin Foods 002702.SZ | China | $444M | -10% | +11% | -1% | n/a | 22.8% | -1.0% |
| Hilton Food HFG.L | United Kingdom | $889M | +39% | +7% | 1% | 14.1× | 18.5% | +8.7% |
| Parag Milk Foods PARAGMILK.NS | India | $435M | +42% | +13% | 5% | 27.6× | n/a | n/a |
| Hunan New Wellful 600975.SS | China | $902M | -14% | -14% | -33% | n/a | n/a | n/a |
| Hunan Xiangjia Animal Husbandry 002982.SZ | China | $425M | -4% | +8% | 2% | 69.8× | n/a | n/a |
| Kwality Walls (India) KWIL.NS | India | $950M | +32% | n/a | -13% | n/a | n/a | n/a |
| Zhejiang Huatong Meat Products 002840.SZ | China | $957M | -37% | -16% | -10% | n/a | n/a | n/a |
| Beijing Sanyuan Foods 600429.SS | China | $973M | -29% | 0% | -1% | 23.4× | 24.8% | -2.8% |
| HUANLEJIA Food 300997.SZ | China | $1.06B | -17% | +4% | 7% | 54.7× | n/a | n/a |