Dodla Dairy Limited (NSE:DODLA) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a good week for Dodla Dairy Limited (NSE:DODLA) shareholders, because the company has just released its latest yearly results, and the shares gained 4.0% to ₹1,163. Dodla Dairy reported ₹37b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of ₹43.27 beat expectations, being 4.2% higher than what the analysts expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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After the latest results, the three analysts covering Dodla Dairy are now predicting revenues of ₹42.5b in 2026. If met, this would reflect a meaningful 14% improvement in revenue compared to the last 12 months. Per-share earnings are expected to swell 13% to ₹48.67. Before this earnings report, the analysts had been forecasting revenues of ₹42.8b and earnings per share (EPS) of ₹49.00 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

Check out our latest analysis for Dodla Dairy

It will come as no surprise then, to learn that the consensus price target is largely unchanged at ₹1,385. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Dodla Dairy at ₹1,500 per share, while the most bearish prices it at ₹1,200. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 14% growth on an annualised basis. That is in line with its 14% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.7% annually. So it's pretty clear that Dodla Dairy is forecast to grow substantially faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Dodla Dairy analysts - going out to 2028, and you can see them free on our platform here.

We also provide an overview of the Dodla Dairy Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.