DODLA
Dodla Dairy Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
DODLA
FY26 → FY28 · 2 years of guidance · ~1.7 years from today₹1,041 today
BEAR
₹1,164
+12%+7% a yr
8.4% a year · 22.4x exit
BASE
₹1,377
+32%+18% a yr
14.5% a year · 23.7x exit
BULL
₹1,788
+72%+38% a yr
19.7% a year · 28.2x exit
Where the market has priced it
21x24x today30x
- FY27 one quarter filed — the pace is shown, not judged: guided +15.0%, filed +19.0% across 1 quarter(s)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹44.26 (screener) |
|---|---|
| Guided growth | 14.5% a year, said on the call of 25-May-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 22.39x / 23.72x / 28.17x, this company’s own p20 / median / p80 across 5 filed years |
| Filed-industry peers | median 22.73x across 4 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)2 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
revenue growth 15%generic growth 15%
We expect revenue growth to be in the low to mid-teens, supported by OSAM's full year contribution, Africa continuing on its current trajectory, and an 8% to 9% organic growth in our India business.
Call 25-May-2026 · bridge confidence medium · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 15.0%
filed 19.0%
1 of 4 quarters