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Dodla Dairy Q4 Results Review - Muted Flush Season Impacts Margin Model Recovery overy In H2FY24: ICICI Securities.
Muted flush season and heat wave have impacted milk production and milk procurement prices.
We model Dodla to report PAT CAGR of 31.4% over FY23-25E with: (1) high singledigit growth in milk procurement and market sha India ins and (2) distribution expansion.
We remain positive on Dodla due to its competitive advantages and strong growth opportunity in South India. ICICI Securities Report > DISCLAIMER 17x 9.8% "summaryFeed_highLightText__NxlGi">Rs600 D 416bps a YoY
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