Lactalis Flags Dairy Price Hikes Amid Conflict
Global dairy giant Lactalis has warned that escalating geopolitical tensions in the Middle East could drive dairy price increases, as rising energy, logistics, and supply chain costs begin to impact the sector. The company highlighted that disruptions linked to the ongoing conflict—particularly around critical trade routes such as the Strait of Hormuz—are already affecting shipments…
Delhi Police Bust Expired Food & Dairy Racket
In a major food safety crackdown, the Delhi Police Crime Branch has busted an illegal racket involving the storage and sale of expired food and dairy products, seizing around 2,900 kg of goods and arresting one accused near the Kapashera border. The raid, conducted following a tip-off, revealed that the accused was selling expired and…
KMF Milk Collection Rises Despite Heat Surge
In a notable deviation from typical summer trends, the Karnataka Milk Federation has recorded a sharp rise in milk procurement even as temperatures climb across the state, signaling improved resilience in Karnataka’s dairy supply chain. The increase comes despite seasonal challenges that usually suppress milk yields, such as heat stress and fodder constraints, which had…
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,…