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An ISO 22000-2005 & 50001 EnMS Certified Company CIN: L15209TG1995PLC020324 Date: 25 July 2026 The General Manager The Manager Department of Corporate Services Listing Department BSE Limited National Stock Exchanges of India Limited Phiroze Jeejeebhoy Towers "Exchange Plaza", 5th Floor, Dalai Street, Fort Plot No.C/1, G Block Mumbai-400 001 Bandra-Kurla Complex Bandra (East), Mumbai 400051. Scrip Code : 543306 Scrip Code : DODLA Dear Sir/Madam, Sub: Press Release on the Unaudited Financial Results of the Company for the quarter ended 30 June 2026 With reference to the above stated subject, please find enclosed Press Release on the Unaudited Financial Results of the Company for the quarter ended 30 June 2026. This is for your information and records. Thanking You, Yours Faithfully, For Dodla Dairy Limited Surya Prakash M Company Secretary & Compliance Officer Encl: as above Registered & Corporate Office: # 8-2-293/82/A, 270/Q, Road No 10-C, Jubilee Hills, Hyderabad – 500 033, Telangana, India. Tel: +91 40 45467777, Fax: +91 40 45467788 Website: www.dodladairy.com, Email: mail@dodladairy.com & cs@dodladairy.com, Toll Free No: 1800-103-1477 Investor Release Dodla Dairy Limited Reports Q1 FY27 Results ❖ Highest ever Quarterly Revenue of ₹ 1,197.9 Cr ❖ Highest ever Milk Procurement volume of 21.1 LLPD with 13.0% YoY growth ❖ Highest ever VAP Sales of ₹ 414.7 Cr contributing 34.6% of total sales ❖ Africa business delivered a solid revenue growth of 45.6% YoY Hyderabad, July 25th, 2026: Dodla Dairy Limited (BSE - 543306, NSE - DODLA, ISIN: INE021001019), one of India's leading integrated dairy companies, has announced its unaudited financial results for Q1 FY27. Co nsolidated Financial Highlights Particulars (INR in Cr) Q1FY27 Q1FY26 YoY Q4FY26 QoQ Revenues 1,197.9 1,006.9 19.0% 1,074.5 11.5% EBITDA 64.9 82.5 -21.3% 53.8 20.6% EBITDA margin 5.4% 8.2% 5.0% PAT 40.6 62.9 -35.4% 69.8 -41.7% PAT margin 3.4% 6.2% 6.5% EPS (in INR) 6.7 10.4 11.6 Operational Highlights – Q1 FY27 Volume Highlights • Highest ever Milk Procurement volume of 21.1 LLPD up 13.0% YoY • Milk Sales volume stood at 13.6 LLPD, an increase of 14.5% YoY Value Added Products Impact • Total Value-Added Products sales stood at ₹ 414.7 Cr (34.6% of total sales) as against ₹ 352.8 Cr (35.0% of revenue) in previous year o Amongst VAP products, bulk sales for SMP and butter was not present in Q1 FY27 as against ₹ 57.7 in Q1FY26 • VAP contribution excluding bulk sale stood at ₹ 414.7 Cr (34.6% of total sales) as against ₹ 295.1 Cr (29.3% of revenue) in previous year o Curd sales volume reported a solid growth of 41.4% and stood at Highest ever volumes of 642.6 MTPD Page 1 Investor Release o High margin summer products like Ice cream, buttermilk, flavoured milk, lassi, paneer etc. had a solid performance due to extended summer as against early monsoon situation in Q1FY26 Milk Price Impact • Some improvement in milk procurement volumes due to revival of milk supply, however the prices were kept elevated as the company focuses on building up inventories • High procurement prices were passed on in a gradual manner to the end customer • Pricing strategy is in line with the overall industry trend and resulted in a lower gross profit margins for the quarter Milk Pirce Per Liter (₹) Q1 FY27 Q1 FY26 YoY Q4 FY26 QoQ Realization price 59.4 57.2 3.9% 58.4 1.8% Procurement price 41.3 37.4 10.4% 41.0 0.8% India Dairy Business Highlights • Milk procurement prices continued to rise faster than realization prices, keeping gross margins under pressure • Uptick in expenses impacting Profitability o Increase in employee cost pertaining to minimum wages criteria for off-roll employees as per new labour laws o Transport, Overhead & Fuel cost: Due to product mix shift from bulk sale to liquid milk and o Packing material costs increased by 48% during the quarter, driven by geopolitical tensions and changes in product mix OSAM Business Highlights • Higher procurement prices continue to build pressure on the gross profit margins • Disciplined improvement in the operational efficiency in this vertical leads to better Q1FY27 operating margins as compared to full year FY26 Africa Business Highlights • Africa business delivered strong revenue growth of 45.6% YoY, largely driven by a robust milk sales growth of 52.3% YoY. Targeted efforts on gaining market share in Kenya with strategically pricing the products • Achieved highest ever EBITDA number of ₹ 24.2 Cr Page 2 Investor Release Orgafeed Business Highlights • Orgafeed business recorded strong revenue growth of 25.9% YoY • EBITDA margin stood at 10.5% • Raw material price grew faster than the selling price, leading to margin compression. However, it’s a recovery as compared to previous quarter Recent Update The Board of Directors has approved for a ₹11.6 crore primary investment for a 2% stake in Sids Farm Private Limited at a pre-money valuation of ₹500 Cr. • Sids Farm is a premium, antibiotic- and hormone-free dairy brand with a strong multi region direct- to-consumer (D2C) and e-commerce presence • The investment is within the Company's line of business (dairy) and complements the Company's established market dairy operations • It provides the Company exposure to the fast-growing premium and direct-to-consumer dairy segment and an opportunity to associate with, and support the growth of, a differentiated, high-quality dairy brand Management Commentary Commenting on the performance, Managing Director of Dodla Dairy, Mr. Dodla Sunil Reddy said, “Q1 FY27 was marked by our highest-ever quarterly revenue of INR 1,197.9 crore, along with record milk procurement of 21.1 LLPD. During the quarter, the company banked upon a strong procurement cycle to be able to build inventory for upcoming quarters while also maintaining the market share. As a result, the procurement prices remained at an elevated level despite a healthy milk supply. This strategy is in line with overall industry trends, and we expect prices to start normalising Q2 onwards. With extended summers, our VAP portfolio, including curd, buttermilk, lassi, and ice cream, delivered record sales, reaching about a third of our total sales. The company recorded EBITDA of Rs. 64.9 crore during the quarter. At the operating level, we saw improvement in our Africa, OSAM and Orgafeed businesses. However, standalone business performance was impacted primarily due to pricing pressure. Further, the Board of Directors approved a primary investment of approximately INR 11.6 crore for a 2% stake in Sids Farm, a D2C dairy brand. We are also progressing well towards our expansion plan focused on capacity increase, expanding our geographic footprint to deepen market presence and widen distribution reach, and increasing our VAP mix to enhance margins as well as diversify the product portfolio." Page 3 Investor Release About Dodla Dairy Ltd. (DODLA) Dodla Dairy Ltd (DODLA) is one of India’s leading integrated dairy companies incorporated in 1995. The company procures, processes, and sells milk and milk products. The Company’s product portfolio consists of Milk, Butter Milk, Ghee, Curd, Paneer, Flavoured Milk, Doodh Peda, Lassi, Ice Cream and Milk Based Sweets. The Company's procurement is centred in 8 states and products are available for purchase in 15 states and has 270+ milk chilling centers/plants. The Company’s distribution and marketing operations are conducted through its 110 sales offices, 3,210+ agents, 2,880+ milk and milk product distributors, 218 modern trades across India. Additionally, the company’s milk and dairy based Value-added Products are also available through 1,106 ‘Dodla Retail Parlours’ as on 31st March 2026 and are spread across the states of Andhra Pradesh, Telangana, Tamil Nadu and Karnataka. OSAM Dairy a subsidiary of Dodla has operations in Bihar and Jharkhand. They company also has international presence in Uganda and Kenya. For more information, please visit: https://dodladairy.com/ For further details ple [Showing first 8,000 characters — download PDF for full document]