DODLA Q4 FY26 Guidance vs Delivery (DODLA Management Mirror)

Revenue & Volume Outlook

Management now expects FY27 India organic revenue growth of 8% to 9% (Mar'26 Qtr), an improvement from the 6% to 8% range guided in the Sep'25 Qtr, alongside targeted average India volume growth of 10%. Over the long term, the company expects to maintain or exceed its historical 16% four-year revenue CAGR. The Africa business is expected to maintain 20% volume growth this year and scale to 15% to 18% of consolidated revenue by Mar'28. [Status: Upgraded]