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Dodla Dairy Ltd Stock Analysis

Small Cap
Evaluated by 19 users | BSE: 0 | NSE: DODLA |
Consumer Food

Dodla Dairy is an integrated dairy company based in south India primarily deriving all of its revenue from the sale of milk and dairy based VAPs in the branded consumer market. The company’s operations in India are primarily across the five Indian states of Andhra...

Analysis of Financial Track Record

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
Value Creation
 Mar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Return on Capital Employed 16.05%26.07%21.08%11.01%6.39%13.13%13.3%12.91%11.26%6.91%
Growth Parameters
Growth Parameters Colour Code Guide
Net Sales (Rs. Cr.) 4576277328421,0181,1821,4101,5371,5981,988
Y-o-Y Gr. Rt.-37.3%16.6%15.1%20.9%16.1%19.3%9%4%24.4%
Adjusted EPS (Rs.) 29.4783.3102.7280.2643.24112.41140.87153.838.954.72
Y-o-Y Gr. Rt.-182.7%23.3%-21.9%-46.1%160%25.3%9.2%-94.2%-47.3%
Book Value per Share (Rs.) 101.65184.13532.78616.91663.67746.73891.071,046.6670.9670.83
Adjusted Net Profit 7.420.833.626.314.236.846.150.449.826.3
Net Op. Cash Flow (Rs. Cr.) 116.342.761.1-41.913159.882.8118103
Debt to Cash Flow from Ops 4.4412.171.651.23-3.010.842.281.521.341.45
Standalone financials take only the parent company into account while consolidated financials take into account financials of the parent company as well as of all its subsidiaries. In most companies consolidated financials should be used for analysis.
Dodla Dairy Ltd should be analysed on a Standalone basis
CAGR
CAGR Colour Code Guide
  9 yrs 5 yrs 3 yrs 1 yr
Net Sales 17.7%14.3%12.1%24.4%
Adjusted EPS -18.4%-35.8%-67.8%-47.3%
Book Value per Share -3.9-36.1-57-0.2
Share Price - - - -
Key Financial Parameter
Performance Ratio Colour Code Guide
 Mar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Return on Equity (%) 33.3957.8130.4713.966.7515.9417.215.8813.466.63
Operating Profit Margin (%) 4.125.787.714.653.018.416.216.887.244.97
Net Profit Margin (%) 1.613.324.63.121.393.113.273.283.121.32
Debt to Equity 1.911.650.40.370.580.450.470.370.40.38
Working Capital Days 38414547565037383931
Cash Conversion Cycle 1721231523241112138
Entity Percentage Holding
Promoters 71.78%
Non-Institutions 28.22%
Pledged *0.000.00
* Pledged shares as % of Promoter's holding (%)
Data is not available for this company.

Data is not available for this company.

Data is not available for this company

Dodla Dairy is an integrated dairy company based in south India primarily deriving all of its revenue from the sale of milk and dairy based VAPs in the branded consumer market. The company’s operations in India are primarily across the five Indian states of Andhra Pradesh, Telangana, Karnataka, Tamil Nadu and Maharashtra. Its overseas operations are based in Uganda and Kenya. Its Indian operations are undertaken under its brands “Dodla Dairy”,

Dodla Dairy is an integrated dairy company based in south India primarily deriving all of its revenue from the sale of milk and dairy based VAPs in the branded consumer market. The company’s operations in India are primarily across the five Indian states of Andhra Pradesh, Telangana, Karnataka, Tamil Nadu and Maharashtra. Its overseas operations are based in Uganda and Kenya. Its Indian operations are undertaken under its brands “Dodla Dairy”, “Dodla” and “KC+”. Its overseas operations are undertaken under brands “Dodla Dairy”, “Dairy Top” and “Dodla+”. It processes and sells retail milk (full cream, standardised, toned and double toned) and produce dairy based value-added products (VAPs) such as curd, Ultra-High Temperature processed (UHT) milk, ghee, butter, flavoured milk and ice cream amongst others. It also manufactures and sell cattle feed to farmers through its procurement network. Its integrated business model in India consists of procurement, processing, distribution and marketing operations. Its procurement operations are spread across the states of Andhra Pradesh, Telangana, Tamil Nadu, Karnataka and Maharashtra.

Business area of the company

The company is an integrated dairy company in South India that is engaged in the procurement, processing, distribution, and marketing of milk and other dairy products. It processes and sells milk including standardized, toned, and double toned milk, and produces dairy products like curd, butter, ghee, ice cream, flavoured milk, etc.

Awards, accreditations and recognitions

  • 2015: Awarded the TV5 Business Leader award in the food processing (medium) category.
  • 2018: Awarded the HMTV Business Excellence award for the best agri/food processing company.
  • 2018: Awarded CII Outstanding Performance for best practices in cold storage in large segment.

Major events and milestones

  • 1997: Commenced production in Nellore plant in Andhra Pradesh.
  • 2001: Commenced production in Penumuru plant in Andhra Pradesh.
  • 2004: Commenced production in Palamaner plant in Andhra Pradesh.
  • 2007: Commenced production in Sattenapally plant in Andhra Pradesh.
  • 2007: Commenced production in Badvel plant in Andhra Pradesh.
  • 2009: Implemented Microsoft Dynamic ERP across Company.
  • 2009: Established milk powder plant and SMP plant at Nellore in Tamil Nadu.
  • 2011: Commenced production in Tanuku plant in Andhra Pradesh.
  • 2011: Commenced production in Tumkur plant in Karnataka.
  • 2013: Commenced production in Kurnool plant in Andhra Pradesh.
  • 2014: Commenced production in Indragi plants in Karnataka.
  • 2014: Acquired Lakeside Dairy, Uganda and commenced operations.
  • 2014: Established large scale farm in Pulivendula in Andhra Pradesh under GVC.
  • 2016: Commenced production in Palacode plant in Tamil Nadu.
  • 2017: Commenced production in Hyderabad plant in Telangana.
  • 2017: Acquired land for our processing plant in Rajahmundry in Andhra Pradesh.
  • 2019: Acquired the Batlagundu and Vedaasandur in Tamil Nadu processing plants pursuant to a business transfer agreement dated February 8, 2019 with KC Dairy Products Private Limited and its shareholder, Chellamuthu Sureshkumar.
  • 2019: Commenced operations in Rajahmundry processing plant in Andhra Pradesh.
  • 2019: OPL acquired a cattlefeed mix plant business from Bharathi Feed Mixing Plant pursuant to a business transfer agreement dated September 6, 2019.


Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323

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