GRB Looks Beyond Ghee for Next Growth Engine
After building a ₹1,400-crore business around ghee over 42 years, GRB Dairy Foods Pvt. Ltd. is now pivoting toward value-added dairy and adjacent categories as rising competition and shifting consumer demand reshape India’s FMCG landscape. The Bengaluru-based company plans to enter segments such as paneer and other dairy products by the end of 2026, while…
a2 Milk Flags Profit Hit on China Supply Woes
New Zealand-based The a2 Milk Company has issued a profit warning after ongoing supply chain disruptions and tightening regulatory requirements hindered shipments of its China-label infant milk formula, its most critical market. The company downgraded its FY2026 outlook, now expecting only low-to-mid double-digit revenue growth—down from earlier mid-double-digit projections—while net profit is forecast to be…
India’s Protein Boom Raises Supply Chain Risks
India is witnessing a sharp surge in demand for protein-rich foods—including dairy, eggs, fish, and meat—driven by rising incomes and rapid urbanisation, positioning the sector for significant growth but also exposing deeper structural risks. The trend marks a pivotal phase for the country’s food system, where expanding consumption is creating new opportunities for food companies…
Iran Conflict Squeezes Global Dairy Margins
The ongoing Iran conflict is creating ripple effects across the global dairy sector, with rising fuel, fertiliser, and logistics costs significantly increasing production expenses and squeezing already tight margins. Disruptions in key trade routes like the Strait of Hormuz have triggered sharp increases in input costs, impacting the entire dairy value chain from farm to…
UAE to launch 140 new dairy & food products
The UAE is set to introduce 140 new locally produced food products over 2026 and 2027, as part of a strategic push to strengthen domestic supply chains and reduce reliance on imports amid global disruptions. The initiative focuses on scaling production across dairy, poultry, and processed food categories, reinforcing the country’s long-term food security agenda….
India waives petrochemical duty amid war crisis
India has waived customs duty on around 40 critical petrochemical imports as a temporary measure to tackle supply disruptions triggered by the ongoing West Asia conflict, with the exemption effective from April 2 to June 30, 2026. The duty relief covers key feedstocks and intermediates such as ammonia, methanol, toluene, styrene, acetic acid, along with…
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,…
Freight Turmoil Reshapes Global Dairy Trade Flows
Freight disruptions and shifting protein economics reshape global dairy trade, impacting costs, competitiveness, and exports. Milk mixing in the stainless tank during the fermentation process at the cheese manufacturing Edited by: Damián Morais Shifting protein economics and logistics disruption redefine competitiveness in dairy markets. Insight Focus Global dairy markets have steadied but remain freight‑driven. Logistics disruptions…
LPG Crisis Halves Milk Sales for Dairy Farmers
Dairy farmers in Madhya Pradesh are facing severe disruption as an ongoing LPG shortage—linked to global supply tensions—has cut milk sales by nearly 50%, forcing distress selling and operational challenges across the value chain. A ground report from Indore highlights that a typical farm producing around 1,000 litres of milk daily (600 litres own +…
Army Rejects 125 MT Milk Powder from Milkfed
The Indian Army has rejected an entire consignment of ~125 metric tonnes (MT) of whole milk powder supplied by Punjab’s state-run dairy cooperative Milkfed under its Verka brand, after two batches failed quality checks. The rejection was communicated by an Army Service Corps unit based in Jammu to the Ludhiana District Cooperative Milk Producers Union,…