Dodla Dairy Limited
Food Distribution · Consumer Defensive
Analyst
Systematics Group
Equibles does not estimate personal net worth.
Abhishek Mathur is recorded as Analyst at Systematics Group. Abhishek Mathur has spoken on 5 earnings calls across 4 companies, most recently for JSW Dulux Limited on November 4, 2026. Those appearances were for Dodla Dairy Limited, JSW Dulux Limited, CCL Products (India) Limited and LT Foods Limited. The companies whose calls Abhishek Mathur spoke on are classified in the Consumer Defensive and Basic Materials sectors.
“So just wanted to double click on this volume growth of 21%, which you have reported. So a couple of other listed players who have announced results, their volume growth is significantly lower than the 21% number, which you've reported.”
“Just on the EBITDA again, sir, for the second quarter specifically, the EBITDA per kg, Has it slipped below the 130, rupees 130 level slightly? Is that correct to assume?”
“Just again, on the Middle East market, it's clearly a sizable market, and I think we have, as you mentioned, we have been here for 15 years, but I think we would just have reached maybe 1,000-odd crores in terms of annual revenues here from the disclosures that you have given.”
“Sir, you've mentioned in the presentation that you expect the 2Q milk procurement cost to normalize in the second quarter. What is leading you to sort of expect this?”
“First question is on the Uganda capacity expansion. So what is the current utilization for Kenya and Uganda, if you can give, and also for India? How will this 50 to 60 crore be funded through, will it be through internal accruals, and when is the plant commencing for Uganda?”
Systematics Group
Analyst
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Dodla Dairy Limited
Food Distribution · Consumer Defensive
JSW Dulux Limited
Specialty Chemicals · Basic Materials
CCL Products (India) Limited
Packaged Foods · Consumer Defensive
LT Foods Limited
Packaged Foods · Consumer Defensive
Earnings Call for the Quarter Ended September 30, 2026
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Dodla Dairy Limited