U.S. Milk Boom Driven by Cow Surge
The U.S. dairy sector is witnessing a rapid acceleration in milk production, driven largely by a sharp rise in cow numbers rather than productivity gains. Recent data shows the national herd expanding significantly, with an estimated 211,000 additional cows added over the past year, contributing more than 414 million pounds of extra milk. This herd-led…
Dairy stocks face margin squeeze in CY26
Dairy companies including Dodla Dairy and Hatsun Agro Products are likely to witness margin pressure in calendar year 2026 (CY26) due to rising input costs, according to ICICI Securities. The brokerage highlighted that milk procurement prices have surged by ₹3–4 per litre in Q4FY26, driven by a weaker-than-expected flush season, higher butter exports, lower domestic…
Hatsun Targets ₹10,000 Cr Revenue Expansion
Hatsun Agro Product Ltd is aiming to scale up its business to achieve ₹10,000 crore in revenue, driven by expansion in milk and value-added dairy segments, according to Chairman R. G. Chandramogan. The company, which had reported revenue of around ₹8,700 crore in the previous fiscal, is targeting strong growth backed by rising consumer demand…
Baby Formula Recall in Singapore Over Toxin Risk
Several batches of infant and toddler milk formula, including products from Nestlé, have been recalled in Singapore after authorities detected the presence of cereulide toxin, a bacterial toxin that can cause nausea and vomiting in children. According to the Singapore Food Agency, two additional batches were recently recalled, taking the total number of affected batches…
Gas Crunch Slows Milk Pouch Production
An ongoing LPG supply crunch has begun to affect milk packaging and distribution in Mumbai, with dairies warning that shortages of gas and packaging materials could disrupt supply if the situation continues. Dairy operators say that pasteurisation requires a continuous supply of fuel such as LPG or piped gas, and the crisis has also…
FSSAI Licences Get Perpetual Validity
India’s food regulator, the Food Safety and Standards Authority of India (FSSAI), has announced a major reform granting perpetual validity to food licences and registration certificates, eliminating the need for periodic renewals for food business operators. The move, approved by the Ministry of Health and Family Welfare, is aimed at improving ease of doing business…
Global Dairy Commodity Prices Show Signs of Rally
Global dairy commodity prices have shown a rally in the first quarter of 2026, particularly for products originating from Australia and New Zealand, according to a new Q1 Global Dairy Quarterly report by Rabobank. The report notes that overall dairy prices have begun to recover in recent months, supported by strong consecutive increases at Global…
Hatsun Agro Shares Rise After Milk Mantra Merger
The shares of Hatsun Agro Product Limited gained investor attention after the National Company Law Tribunal (NCLT), Cuttack Bench, approved the merger of its wholly owned subsidiary Milk Mantra Dairy Private Limited with the parent company. The tribunal passed the order on March 10, 2026, approving the scheme of amalgamation aimed at consolidating the group’s…
1.5 Lakh Kg Expired Amul Products Destroyed in Jaipur
In a major food safety crackdown, authorities in Jaipur destroyed around 1.5 lakh kilograms of expired Amul-branded packaged food products after uncovering an alleged scheme to erase expiry dates and resell the items in the market. The action followed a complaint lodged through the Rajasthan government’s 181 public grievance helpline, prompting a raid by officials…
Savencia Profit Drops on Rising Milk Costs
Savencia Profit Drops on Rising Milk Costs French dairy major Savencia Fromage & Dairy reported a sharp fall in profitability for 2025, with its net income dropping by €32.2 million to €74.7 million, representing 1.1% of revenue, mainly due to a surge in milk prices and weaker industrial commodity markets. The group’s sales reached €6.957…