Current price is more than the intrinsic value

Intrinsic Value

Stock has been generating better return on equity than bank FD

Returns vs FD rates

Dividend Returns

Good time to consider, as stock is not in overbought zone

Entry Point

Stock not in ASM/GSM lists and not a lot of promoter holding is pledged

No Red Flags

Reported revenue of ₹566.40 crore in the quarter

Dodla Dairy Q2 PAT down at ₹29.4 crore

The sales rose 22.87% to Rs566.37cr in the quarter ended September 2021.

Dodla Dairy Q2FY22 net profit decline by 30.92%

The company’s milk procurement is centred in five states and products are available for purchase in 12 states and has 103 milk chilling centres/plants.

Dodla Dairy second quarter profit down 31% at Rs 29.39 crore

On a consolidated basis, Dodla Dairy reported 30.94% decline in net profit to Rs 29.39 crore on 22.87% increase in net sales to Rs 566.37 crore in Q2 September 2021 over Q2 September 2020.

Dodla Dairy Q2 PAT slips 31% YoY to Rs 29 cr

Dodla Dairy consolidated net profit declines 30.92% in the September 2021 quarter

Estimate of 17.6% PAT CAGR over FY21-23; initiated with ‘Buy’ and TP of Rs 700

Dodla Dairy rating – Buy: Competitive advantages to push growth

Dodla Dairy - Strong Competitive Advantages: ICICI Securities Initiates Coverage

The company procures, processes and sells milk and milk products. The Company offers a range of milk products comprising of fresh milk, butter, ghee, paneer, curd, flavoured milk, doodh peda, ice cream and skimmed milk powder. 

Dodla Dairy Ltd

Dodla Dairy Ltd

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

Returns vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's return on equity is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Dodla Dairy Q2 PAT down at ₹29.4 crore

Dodla Dairy Q2FY22 net profit decline by 30.92%

Dodla Dairy second quarter profit down 31% at Rs 29.39 crore

Dodla Dairy Q2 PAT slips 31% YoY to Rs 29 cr

Dodla Dairy consolidated net profit declines 30.92% in the September 2021 quarter

Dodla Dairy rating – Buy: Competitive advantages to push growth

Dodla Dairy - Strong Competitive Advantages: ICICI Securities Initiates Coverage

Dodla Dairy Ltd

Intrinsic ValueIntrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

Returns vs FD ratesFixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's return on equity is lower than this rate, investors are better off investing the amount in a FD

Dividend ReturnsA dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry PointHigh demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Dodla Dairy Q2 PAT down at ₹29.4 crore

Dodla Dairy Q2FY22 net profit decline by 30.92%

Dodla Dairy second quarter profit down 31% at Rs 29.39 crore

Dodla Dairy Q2 PAT slips 31% YoY to Rs 29 cr

Dodla Dairy consolidated net profit declines 30.92% in the September 2021 quarter

Dodla Dairy rating – Buy: Competitive advantages to push growth

Dodla Dairy - Strong Competitive Advantages: ICICI Securities Initiates Coverage

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

Returns vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's return on equity is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock