Archive · 27 Dec 2025
Systematix Bullish on Dodla Dairy
Systematix, a company that studies stocks, thinks Dodla Dairy, a big dairy company from Hyderabad, is a good investment.
They say the company's stock could go up by 25% to reach Rs 1,530.
This is because Dodla Dairy is growing fast, especially in selling special dairy products and in Africa.
Systematix also thinks the company will keep making good profits and has plans to build a new plant in Maharashtra and use a recent purchase to make even more money.
They believe the stock is a good deal based on how much money the company makes and how it's growing.
Systematix Institutional Equities gives Dodla Dairy a 'Buy' rating with a target price of Rs 1,530, indicating a 25% potential upside.
Dodla Dairy's stock closed at Rs 1,224.85 on the BSE, down 0.31% from the previous close.
Systematix is optimistic about Dodla Dairy's growth momentum, particularly in its Value-Added Products (VAP) segment and African operations.
The company is expected to achieve revenue CAGR of over 15% in India VAP and 18% in Africa between FY25 and FY28.
Systematix values Dodla Dairy at a P/E ratio of 26x based on September 2027 earnings estimates, citing geographic expansions and strong return ratios.
- Who
- Systematix Institutional Equities, Dodla Dairy
- What
- Systematix issues 'Buy' rating on Dodla Dairy stock
- When
- Friday (most recent trading day mentioned)
- Where
- Hyderabad, India (Dodla Dairy's base), BSE (stock exchange)
- Why
- Strong growth momentum in Value-Added Products (VAP) segment and African operations
- Stock Price
- Rs 1,224.85 (BSE)
- Target Price
- Rs 1,530
- Potential Upside
- 25%
- Projected Revenue CAGR (India VAP)
- Over 15% (FY25-FY28)
- Projected Revenue CAGR (Africa)
- 18% (FY25-FY28)
- P/E Ratio
- 26x (September 2027 earnings)
- Expected Margins
- Near 10% (medium-term)