Dodla Dairy Ltd. · NSE:DODLA
Dodla Dairy — Merger or Acquisition (July 2025)
11 slides from Dodla Dairy's merger presentation, Jul 11, 2025
Slide 1: Exchange filing cover letter: Investor Presentation on Osam acquisition
Date: 11 July 2025 The General Manager The Manager Department of Corporate Services Listing Department BSE Limited National Stock Exchanges of India Limited Phiroze Jeejeebhoy Towers "Exchange Plaza", 5th Floor, Dalai Street, Fort Plot No.C/1, G Block Mumbai-400 001 Bandra-Kurla Complex Bandra (East
Slide 2: Dodla Dairy Limited & HR Food Processing Private Limited ("Osam")
Dodla Dairy Limited & HR Food Processing Private 13.33 Limited (“Osam”) Proposed acquisition presentation - July 2025
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Dodla Dairy Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, a
Slide 4: About HR Food Processing Private Limited (Osam)
About HR Food Processing Private Limited (Osam) HR Food Processing Private Limited operates under the premium brand 'Osam' and has established a strong presence in Bihar, Jharkhand, and other eastern dairy markets of India. The company operates a vertically integrated supply chain that ensures full
Slide 5: Osam: Snapshot
Osam: Snapshot Contributing ~72% of FY25 Operating FY25 Financial Snapshot Revenue (₹ Mn) Gross Profit margin 16.8% 21.4% 24.7% 2,826 2,486 2,545 Milk Revenue Toned Standard High Fat FY23 FY24 FY25 Contributing ~28% of FY25 Operating Revenue by channel Revenue (FY25) 1.0% 3.0% 0.2% GT Distributor GT
Slide 6: Osam: Promising Dairy Player In The Eastern Indian Market
Osam: Promising Dairy Player In The Eastern Indian Market Organizing market and strengthening foothold in the high capital income growth regions Caters to demand from Revenue Split 19 Districts of Jharkhand 44% Jharkhand 23 Districts of Bihar 56% Bihar Bihar Supply managed through Average Milk Procu
Slide 7: Eastern India Growing Faster Than National Average; Demand Continues To Outstrip Supply
Eastern India Growing Faster Than National Average; Demand Continues To Outstrip Supply Supports a large population, East India is an Indian growth With rising income levels and Market is transitioning from & milk consumption has pocket with urbanization developments in infrastructure, unorganized t
Slide 8: Strong footprint in Eastern India
Strong footprint in Eastern India Bihar Uttar Pradesh Current Presence Arrah West Bengal 19 Districts of Jharkhand / Out of 24 total 23 Districts of Bihar / Out of 38 total Existing Market Presence Collection Centre Patratu Processing Plant Jharkhand Chandil (currently not operational) Note: Maps no
Slide 9: Osam's Vertically Integrated Supply Chain, Fully Controlled By The Company
Osam's Vertically Integrated Supply Chain, Fully Controlled By The Company, Ensures High-Quality Milk Procurement … 25K+ Farmers 1000+ Collection Centres 19 Chilling Centres 3 Processing Plants Collection: once per day 2 Milk runs per day Transit: once per day Ship: once per day Patratu (Jharkhand):
Slide 10: Strategic fit to Dodla
Strategic fit to Dodla The Acquisition represents a compelling opportunity to expand our market position in Dairy Sector by expanding our geographical footprint in East India and to achieve Significant operational Synergies Growth Distribution Acquisition is well-aligned with Dodla’s long- Robus
Slide 11: For More Details Contact us:
For More Details Contact us: Company: Dodla Dairy Limited CIN: L1509TG1995PLC020324 Surya Prakash Mungelkar Email id: investorqueries@dodladairy.com 13.33 Tel No: +91 40 4546 7777 Investor Relations Advisor: Strategic Growth Advisors Pvt Ltd. CIN: U74140MH2010PTC204285 Shikha Puri / Dharmik Kansara