Goodricke Bets on Dairy to Drive Growth
Goodricke Group, the Indian arm of Camellia Plc, is diversifying beyond its core tea business by entering the premium dairy segment with A2 ghee and paneer, aiming to reduce dependence on tea gardens and unlock new growth avenues. The company plans to launch its A2 ghee on e-commerce platforms by May 2026, positioning itself in…
West Asia Conflict Squeezes Private Dairies
India’s private dairy companies are facing mounting margin pressure as the ongoing West Asia conflict disrupts supply chains and inflates input costs across the value chain. The crisis is driving sharp increases in packaging costs, alongside broader inflationary pressures impacting operations. At the same time, demand from the HoReCa (Hotels, Restaurants, Catering) segment has weakened,…
Protein Demand Fuels Global Dairy Boom
The global dairy sector is experiencing a strong growth cycle, driven primarily by rising demand for protein, improved farm economics, and expanding export opportunities. Strong profit margins for U.S. dairy farmers in 2025 helped trigger the surge, supported by lower feed costs—the industry’s largest expense—allowing producers to remain globally competitive on pricing. A key structural…
Akshayakalpa Revenue Jumps 52%, Expands Reach
Premium organic dairy brand Akshayakalpa is accelerating its growth trajectory with revenues expected to reach ₹600 crore in FY26, marking a 52% increase from ₹395 crore in FY25, as it expands into new markets and strengthens its presence beyond its core southern regions. The company is entering newer geographies, including western markets such as Maharashtra,…
Danone, Arcor Form Dairy JV in Argentina
Global dairy major Danone and Argentina’s Arcor Group have announced the formation of a joint venture to strengthen their position in the Argentine dairy market, combining Danone Argentina’s dairy business with Mastellone Hermanos’ operations—including flagship brand La Serenísima—and their shared logistics arm, Logística La Serenísima. The integrated entity will be jointly controlled by both companies…
Argentina Dairy Profits Sink Despite Record Output
Argentina’s dairy sector is facing a deepening profitability crisis despite achieving record milk production of 11.6 billion litres, marking a 9.7% year-on-year increase, as rising input costs, weak pricing power, and structural challenges erode margins across the value chain. According to industry insights, the sector is under pressure from higher production costs and limited access…
Fonterra Reports Strong HY26 Earnings Growth
New Zealand dairy giant Fonterra has delivered another strong financial performance for the first half of FY2026, reporting total group revenue of NZ$13.9 billion, up NZ$1.3 billion year-on-year, reflecting improved market conditions and operational strength. The cooperative posted a profit after tax of around NZ$750 million, supported by higher earnings across its core businesses and…
Goat Milk Gains Premium Spotlight in Urban Markets
Goat milk, once regarded as a modest rural staple, is rapidly gaining traction as a premium and value-added dairy product, drawing strong consumer interest at the Pashu Palan Mela in Ludhiana. The shift reflects a broader transformation in consumption patterns, where traditional products are being repositioned through innovation and health-focused marketing. At the event hosted…
Fonterra Lifts Outlook Amid Middle East Risks
New Zealand dairy giant Fonterra has raised its full-year earnings guidance to 50–65 NZ cents per share, up from the earlier 45–65 NZ cents, reflecting improved global commodity prices, strong margins and disciplined cost control despite rising geopolitical uncertainties. The company reported a 3% increase in half-year profit to NZ$750 million for the six months…
Dairy Sector a ‘Safety Net’ for Farmers: NABARD
The Chairman of National Bank for Agriculture and Rural Development, Shaji K V, has highlighted the crucial role of India’s dairy industry in protecting rural livelihoods, describing it as a “safety net for farmers” during periods of crop failure or income instability. Speaking at an agri-business event, he said the dairy sector provides regular cash…