Hatsun Agro Product Ltd’s Chairman, R. G. Chandramogan, has expressed optimism that the company may cross ₹10,000 crore in revenue during the current fiscal year (2025-26). He attributes this potential largely to recent policy reforms, including reductions in Goods & Services Tax (GST) on dairy products, growing demand for value-added dairy items (cheese, UHT milk, etc.), and expansion in the company’s processing and distribution capacities. If successful, this would mark one of Hatsun’s strongest financial performances in recent years.
Industry Insight:
Hatsun aiming for ₹10,000 crore in revenue is a strong signal of expanding demand in India’s dairy sector, particularly for high value dairy segments. For feedstock markets, this implies likely increased procurement of raw milk—and correspondingly, greater demand for quality feed inputs (including maize) to sustain milk yield growth. As dairy companies like Hatsun scale up value-added product lines, they often require milk with higher solids and better nutritional profiles, which pushes feed composition upwards—maize is a major ingredient in concentrate feeds and silage.
Moreover, policy levers like GST rate cuts improve margins for dairy processors, which can lead to higher producer milk prices and investment in cold chain and product development. All that suggests upward pressure on upstream linkages—animal feed, forage, and input supply chains. However, the actual impact on maize demand will depend on whether milk production increases proportionally, how much feed cost pressures are passed to consumers, and whether alternate feed/fodder supply (green fodder, silage, by-product feeds) can keep pace.
Source : Dairynews7x7 Sep 16th 2025