India’s Dairy Growth Slows Amid Supply Crunch
India’s ₹14 trillion dairy sector is facing a structural demand-supply imbalance, with milk production growth slowing sharply even as demand continues to rise, according to a recent industry report. Over the past 4–5 years, annual milk production growth has dropped from 6–7% (till 2022) to just 3.5–3.8%, signalling a systemic slowdown in the world’s largest…
Bamul Hints at Milk Price Hike Amid LPG Crisis
The Bengaluru Milk Union Limited (Bamul) has hinted at a possible increase in milk and dairy product prices, citing rising operational costs triggered by the ongoing LPG crisis. Bamul chief DK Suresh indicated that if gas consumption is not reduced, the additional financial burden could make a price hike unavoidable. Milk unions have been instructed…
TN Dairy Farmers Face Losses as Prices Lag Costs
Dairy farmers in Tamil Nadu are incurring significant losses as milk production costs have risen to around ₹61 per litre, while procurement prices remain far lower across channels, according to farmer bodies. The Tamil Nadu Milk Producers Welfare Association highlighted that nearly 30 lakh farmers are engaged in milk production, with pricing gaps severely impacting…
Krishna Milk Union Sets Record Procurement Price
The Krishna Milk Union has announced the highest-ever milk procurement price in Andhra Pradesh, offering a major boost to dairy farmers amid rising input costs. With the inclusion of bonuses effective from April 1, 2026, farmers are set to receive ₹935 per kg of fat, marking a record payout in the state’s dairy sector. The…
Rising Input Costs May Push Milk Prices Up
India’s dairy sector is bracing for a potential milk price hike as input costs surge sharply, with industry players indicating that a revision in consumer prices may soon become unavoidable. Leading dairies in Maharashtra are set to hold a key meeting, with 40–50 members from Pune, Kolhapur and Sangli expected to participate, collectively handling around…
Polymer Crunch to Push Milk Prices Up
A sharp shortage of polymers used in packaging is set to drive up prices of packaged milk and other essentials, as disruptions in raw material supply and energy inputs hit India’s plastic manufacturing ecosystem. The crisis is linked to reduced availability of key inputs like polypropylene and polyethylene, widely used in milk pouches and food…
2026 Dairy Markets: Growth Meets Volatility
The 2026 dairy market outlook signals a year of improving profitability but rising volatility, as expanding milk supply, shifting demand patterns, and global trade dynamics reshape margins and risk strategies. Analysis from Purdue University highlights that while margins are expected to recover, producers must navigate increasingly complex market signals. Milk production is projected to increase…
Ghana Tops Global Milk Price Rankings
A global comparison of retail milk prices has revealed that Ghana has the highest milk prices in the world, significantly outpacing other major economies. According to the latest data, South Korea ranks second at $3.42 per litre, followed closely by the United States at $3.31, highlighting a sharp price disparity across regions. The findings underline…
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 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…