Dodla Dairy Ltd Share Price

IPO UPDATE----> Milky Mist IPO का GMP अचानक ₹15 पर! क्या IPO की चमक फीकी पड़ रही है?

Milky Mist Dairy Food IPO को लेकर investors के लिए एक बड़ा बदलाव सामने आया है। IPO का GMP अब घटकर सिर्फ ₹15 के आसपास रह गया है। कुछ समय पहले IPO को लेकर premium sentiment काफी मजबूत था, लेकिन अब GMP में तेज गिरावट देखने को मिली है। यह सवाल उठाता है: क्या Listing Gain की उम्मीद अब कम हो रही है? ------>GMP में इतनी गिरावट क्यों मायने रखती है? Grey Market Premium IPO sentiment का एक unofficial indicator होता है। जब GMP तेजी से गिरता है, तो इसका मतलब हो सकता है कि: • Grey market demand कमजोर हुई है • Listing premium की उम्मीद कम हुई है • Investors अब valuation को लेकर ज्यादा cautious हैं • IPO में short-term excitement कम हुई है लेकिन सबसे जरूरी बात: GMP official data नहीं है। यह stock exchange या SEBI द्वारा तय नहीं होता और listing price की guarantee भी नहीं देता। ##लेकिन GMP को देखकर जल्दबाजी? ₹15 GMP का मतलब यह नहीं कि IPO खराब है। इसी तरह ऊंचा GMP भी यह साबित नहीं करता कि listing पर बड़ा profit मिलेगा। IPO में असली सवाल होना चाहिए: Business अच्छा है? Valuation reasonable है? Growth sustainable है? और IPO के बाद earnings कितनी तेजी से बढ़ सकती हैं? @@Bottom Line Milky Mist IPO का GMP ₹15 तक गिरना short-term sentiment में कमजोरी का संकेत है। जो investors सिर्फ listing gain के लिए IPO देख रहे हैं, उनके लिए यह गिरता GMP एक warning signal हो सकता है। लेकिन long-term investors के लिए असली कहानी Milky Mist के dairy business, margins, growth और IPO valuation में है। GMP गिरा है — अब excitement से ज्यादा valuation और fundamentals पर नजर रखने का समय है। FOCUS STOCKS""

!HERITAGE FOOD !DODLA DAIRY

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IPO UPDATE----> ₹10,778 Crore Valuation! Is Milky Mist India's Next Dairy Giant?

Milky Mist Dairy Food IPO opens on 11 August 2026, with the issue running until 13 August. The company has fixed the price band at ₹133–₹140 per share, with an issue size of around ₹1,553 crore. Shares are expected to list on BSE and NSE on 18 August .the interesting part is not just the IPO. Milky Mist is trying to build a national dairy brand around value-added and premium products rather than competing only in traditional milk. ##What Does Milky Mist Actually Do? Milky Mist is a Tamil Nadu-based dairy and food company with a portfolio of 400+ products. Its products include: • Paneer • Cheese • Curd • Milk-based beverages • Greek yogurt • Ice cream • Dairy desserts • Protein-focused products The company has expanded from a regional dairy player into a much broader value-added dairy and FMCG business. ------>But There Are Risks The IPO isn't without concerns. Competition Milky Mist is entering a highly competitive market against established players such as: •

• !Heritage Foods • !Dodla Dairy • !PARAG MILK FOODS • Large national FMCG companies ------>IPO Structure The revised ₹1,553 crore issue includes approximately: ₹1,428 crore Fresh Issue ₹125 crore Offer for Sale The IPO size was reduced from the company's earlier plan of around ₹2,035 crore, following the pre-listing Temasek transaction and founder stake sale. ------>The Bigger Theme The real investment story here is not simply "another dairy IPO." It is: Traditional Dairy → Value-Added Dairy → Premium Food → Protein & Nutrition Indian consumers are increasingly spending on higher-value dairy products such as cheese, paneer, Greek yogurt and protein-oriented foods. @@Bottom Line The FY26 numbers are encouraging, and the Temasek backing adds another layer of credibility. But at a valuation of around ₹10,778 crore, investors will need to decide whether the company's growth potential justifies the price.

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📉 Dodla Dairy Q1 Snapshot: Profit Dips Amid Revenue Growth

✅ Consolidated Net Profit at ₹40.6 Cr, down from ₹62.9 Cr YoY ✅ Revenue climbs to ₹1,200 Cr, up from ₹1,000 Cr YoY, driven by volume growth ✅ EBITDA contracts to ₹65.4 Cr from ₹82.5 Cr YoY ✅ EBITDA Margin narrows to 5.5% from 8.19% YoY, reflecting margin pressures 📊 Fundamentals & Ratios 🔑 Return on Equity (RoE) and Debt-to-Equity ratios remain stable, supporting financial health 🔑 Operating cash flow steady, indicating resilient core operations ⚠️ Risks & Opportunities 🚦 Margin compression due to rising input costs and competitive pricing 🚦 Expansion projects in southern India underway, expected to boost capacity and revenue in coming quarters Dodla Dairy’s focus on value-added dairy products is gaining traction, contributing to the recent revenue uptick despite profit challenges.

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Highest-ever Milk sales volume - Dodla Dairy Ltd

Code BSE: 543306 NSE:

Dodla Dairy Limited Reports Q4 & FY26 Results Highest-ever Quarterly and Yearly Revenue of Rs 10,745 Mn and Rs 41,252 Mn respectively a) Highest-ever Milk sales volume of 14.0 LLPD with 19.5% YoY growth b) Q4FY26 VAP contribution excluding bulk sale stood at 28% as against 27% in Q4FY25 c) Africa business reported solid revenue growth of 48% YoY

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THREE STOCKS IN WHICH DIIs INCREASED THEIR STAKE IN Q4FY26 TO KEEP ON YOUR RADAR

Domestic Institutional Investors (DIIs) have increased their stakes in several stocks during Q4FY26. Such buying activity often reflects strong confidence in a company’s fundamentals and future growth potential. Below are 3 stocks where DIIs have raised their holdings significantly, making them worth keeping on your radar for opportunities:

- this is an integrated dairy company based in South India that procures, processes, and markets a wide range of milk and dairy products, including milk, curd, butter, ghee, ice cream, and flavoured milk. DIIs have increased their stake from 23.76% in Dec25 to 25.34% in Mar26. - this is a leading Indian manufacturer of PVC resin and the largest maker of PVC pipes and fittings in the country. DIIs have increased their stake from 12.19% in Dec25 to 12.78% in Mar26. - this is a diagnostic‑services provider offerring clinical‑laboratory testing, specialised disease‑profiling, wellness packages, and corporate‑health solutions. DIIs have increased their stake from 34.73% in Dec25 to 35.46% in Mar26.

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Dairy Sector Faces Margin Squeeze from Rising Costs and Weak Demand

India’s private dairy companies are grappling with a sharp margin contraction due to the ripple effects of the West Asia conflict. Soaring input costs — especially in packaging, where polymer prices have surged up to 47% — along with higher logistics, labour, and energy expenses, are squeezing profitability. With milk procurement alone accounting for 70% of costs, only a narrow 25–30% band remains for other expenses, now under severe pressure. Companies like Milky Mist, Nova Dairy, and Ananda Dairy report operating at full capacity but facing supply delays, doubled lead times, and vendor constraints. Institutional demand has collapsed — mooMark saw over 50% drop in HRC sales — as eateries struggle with LPG shortages and high fuel prices. Labour shortages post-festivals, driven by delayed migrant worker returns and lingering pandemic caution, are further disrupting operations. Firms are offering food and housing to retain staff. Despite absorbing cost shocks so far, players expect price hikes within weeks: paneer by 4–5%, and curd, buttermilk, and lassi by 7–9%. The crisis highlights the sector’s vulnerability to global supply chains and underscores the urgent need for cost pass-through and operational resilience.

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