Dairy stocks face margin squeeze in CY26
Dairy companies including Dodla Dairy and Hatsun Agro Products are likely to witness margin pressure in calendar year 2026 (CY26) due to rising input costs, according to ICICI Securities. The brokerage highlighted that milk procurement prices have surged by ₹3–4 per litre in Q4FY26, driven by a weaker-than-expected flush season, higher butter exports, lower domestic…
Dodla Dairy: Poised for solid growth through expansion
With solid domestic and international performance, a new Maharashtra plant, and enhanced distribution channels, Dodla expects continued revenue and margin growth in FY26. The demand scenario for dairy products remains robust, post-festive seasons, with the management indicating an uptick in consumption patterns as summer approaches. Highlights: Revenue growth remains strong Expect improvement in margins Strategic…