Tight Milk Supply, Robust Demand Strains Indian Dairy Sector
India’s dairy sector is confronting tightening milk supply and margin pressure as it heads into 2026, according to a Systematix Institutional Equities expert session. The industry, which saw a temporary surplus in late 2024–25, has now entered a phase of supply contraction following multiple disruptions. Post-COVID challenges in 2022–23 saw milk prices fall below production…