As India enters the summer season, leading consumer goods companies — particularly those with dairy-linked products and chilled portfolios — are preparing for a surge in demand, while also exercising strategic caution amid inflationary pressures, supply chain uncertainties and evolving consumption patterns. (The Financial Express)

Industry executives note that summer months have historically driven higher sales of refrigerated and ready-to-consume dairy offerings such as flavoured milk, lassi, dahi, churned products, ice creams and probiotic beverages. Rising temperatures typically boost consumption of cooling and hydration-oriented dairy formats, and companies are planning focused marketing campaigns, expanded distribution and inventory staging to capture this seasonal uplift without overextending supply networks.

However, caution stems from dual pressures: input costs — including feed, energy and packaging — remain elevated in many regions, and volatile cold-chain logistics raise the risk of product spoilage if temperature controls slip. Dairy brands with strong chilled portfolios are therefore balancing aggressive merchandising with strengthened quality and cold-chain monitoring to ensure that increased volumes reach consumers without compromising freshness or safety.

The summer pivot also spotlights broader category shifts. While per-capita liquid milk consumption rises with heat, value-added segments — such as fortified dairy drinks, quadruple-filtered milks and dessert categories — are gaining traction among urban and semi-urban buyers seeking convenience, taste and functional benefits. Consumer companies are responding by launching seasonal SKUs, limited-edition flavours and nutrition-enhanced dairy beverages that align with warmer weather preferences.

At the same time, caution reflects uncertainties in rural demand, where heat waves can strain drinking water availability and reduce dairy output — potentially affecting raw milk procurement and pricing downstream. Processors and cooperative federations are therefore deploying dairy advisory services, quality incentives and procurement smoothing strategies to maintain stable supplies during the summer.

Analysts say this seasonal strategy underscores how temperature-linked demand cycles are increasingly shaping portfolio planning and supply chain investments in the dairy sector. As companies gear up for higher summer sales, effective cold-chain management, inventory forecasting and consumer communications will be decisive in turning short-term weather-driven demand into sustained category growth without excess cost pressures.

Source : Dairynews7x7 Feb 19th 2026 FE

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