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Amul, Mother Dairy flag fresh milk price hike as El Nino threatens fodder supply
Our read
Lock fodder-linked input contracts now and pre-position SKU-level price ladders so a July 3-4% pass-through lands without eroding shelf velocity in price-sensitive South and West markets.
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The report,
Indian dairy majors Amul, Mother Dairy and Parag Milk Foods raised milk prices 2-3% in May and warn of another 3-4% hike by July-August if El Nino-driven monsoon deficits worsen fodder shortages and hit milk output.
Why it matters for the brand
Fodder-supply stress in Maharashtra, Gujarat and Tamil Nadu opens a window to bolt on regional chilling and procurement assets where smaller cooperatives are squeezed by the cost spike.