China’s Dairy Pivot: From World’s Top Importer to Emerging Export Challenger
China — once the largest importer of milk powder in the world — is undergoing a deep structural transformation in its dairy sector, reshaping global dairy trade dynamics and challenging long-standing market assumptions. For decades, China’s demand for imported dairy, especially whole milk powder, underpinned global dairy prices and export strategies. But that paradigm is…
Budget 2026: Highest Allocation Ever, Yet Dairy Farmers Still Wait
As Finance Minister Nirmala Sitharaman presented the Union Budget 2026–27 in Parliament on 1 February 2026, the government reiterated its commitment to agriculture and allied sectors — including animal husbandry, dairying and livestock — as engines of rural employment and farm incomes. While the budget speech highlighted interventions across fisheries, entrepreneurship and ecosystem support, a…
Nestlé India Q3 Profit Surges on Strong Demand
Nestlé India Ltd reported a robust 46% year-on-year rise in Q3 net profit, underscoring sustained consumer demand across key product categories, including nutrition and dairy-adjacent offerings. The company also declared an interim dividend of ₹7 per share, reflecting confidence in underlying business momentum. Nestle India reported profit after tax of Rs 1,018.1 crore for the October-December…
Fonterra Global Dairy Update Signals Price & Supply Trends
Fonterra Co-operative Group has posted its Global Dairy Update for January 2026, highlighting ongoing shifts in global milk supply and market dynamics amid sustained dairy production across major producing regions. While detailed commentary in the update itself is limited, broader dairy price trends show strong milk flows putting pressure on farmgate price forecasts in key…
Dodla Dairy Sees Margins Recovering, Upgrades FY26 Outlook
Dodla Dairy Ltd has projected a recovery in operating margins to the 8–9% band for FY 2026, driven by improved product mix and strategic gains from its Africa expansion and acquisitions, according to management commentary. The company also reaffirmed its FY26 revenue growth guidance in the mid-teens range (around 14–15%), reflecting underlying demand strength and…
CBI Chargesheet Clears Animal Fat Allegation in Tirupati Laddu Ghee
The Central Bureau of Investigation (CBI) has submitted its final chargesheet in the high-profile Tirupati laddu ghee case, ruling out the use of animal fats such as beef tallow or lard in the ghee used for preparing the sacred prasadam served at the Tirumala Tirupati Devasthanams (TTD). Contrary to earlier political claims, laboratory analyses found…
How a fridge could unlock modern dairy cattle breeding
A Hiroshima University-led project has secured a $1.8 million grant from the Gates Foundation to develop a way to store bull semen using simple refrigeration instead of costly liquid nitrogen, a shift that could remove a major barrier to modern dairy cattle breeding that has long excluded farmers in low-resource regions. If successful, the technology…
IPL Diversifies into Dairy Feed, Sugar & Rural Warehousing
IPL Ltd is expanding beyond its traditional fertiliser and agri-inputs business into dairy cattle feed, sugar manufacturing, and rural warehousing logistics, CEO Parvinder Singh Gahlaut said in a recent interview. The diversification lays the groundwork for deeper engagement with rural economies and farmer value chains. According to Gahlaut, the company is leveraging its agri distribution…
Tata Consumer–Danone India Deal Talks Stall Over Strategy
Negotiations between Tata Consumer Products Ltd (TCPL) and Danone India over a proposed acquisition have stalled, as the two sides were unable to align on strategic priorities and valuation, delaying what was expected to be a major deal in India’s nutrition and wellness segment. Danone had reportedly valued its India portfolio — including nutraceuticals and…
Economic Survey 2026: Why Dairy Holds the Key to Farm Incomes
The Economic Survey 2025–26 quietly but clearly reinforces a reality that those working closely with rural India already know: dairy is no longer just a subsidiary activity to agriculture, it is the backbone of income security for millions of small and marginal farmers. As crop agriculture becomes increasingly vulnerable to climate variability, market volatility and…