Amul
Amul is expanding: FY2025-26 brand turnover passed ₹1 lakh crore, up 11% (YourStory, 31 Jul), and construction has begun on a ₹600 crore West Bengal dairy facility (Financial Express, 12 Sept). Margins stay thin, with 80%-85% of consumer revenue going to farmers (YourStory).
What it means Rival dairy brands face a better-funded, farmer-backed competitor in paneer and curd, and in the US.
Latest moves
Our read of each move first, where we have one; what the report said is marked Reported.
Background
From 3 stories, the newest dated 2 Oct 2026. Summary written 2 Oct 2026.
Amul is a dairy brand that sells milk in the United States and exports dahi and paneer there; Amul Gold milk has 6% fat, and Amul’s dairy exports reach more than 50 countries. [1] source: Financial Express
Show 3 more paragraphs and 3 sources
The brand is expanding paneer production capacity in India as branded-paneer demand rises, while states tighten restrictions on analogue paneer and FSSAI considers nationwide rules. [2] source: The Hindu BusinessLine
In October 2026, Amul said it planned to produce dahi and paneer locally in the United States through Michigan Milk Producers Association (MMPA), with the products then being exported there. [1] source: Financial Express Amul’s milk was available in 38 US states, and Costco distribution was helping the brand reach mainstream American consumers. [1] source: Financial Express The MMPA partnership launch was in 2024, and Costco’s East Coast launch was in October 2024. [1] source: Financial Express In October 2026, Amul was among the dairy companies reporting higher branded-paneer demand and expanding production capacity. [2] source: The Hindu BusinessLine
In September 2026, Amul urged retailers to avoid deep discounting as quick-commerce players explored private labels. [3] source: ET Retail
Sources
Questions about Amul
What is Amul's current strategy in India?
In October 2026, Amul planned local US production of dahi and paneer through Michigan Milk Producers Association and expanded paneer production capacity in India. [1] source: Financial Express[2] source: The Hindu BusinessLine In September 2026, Amul urged retailers to avoid deep discounting. [3] source: ET Retail
More stories about Amul
- Amul plans North Bengal ice-cream plant as ₹700-crore Sankrail dairy project scales up
- India-UK FTA seen as evolutionary, not disruptive, for domestic consumer brands
- FDA Seizes 558 Litres Of Spurious Milk In Mumbai Sold Under Amul, Gokul Packs
- Amul, Mother Dairy flag fresh milk price hike as El Nino threatens fodder supply
- Amul, Mother Dairy raise milk prices by ₹2/litre from May 14
Stories that mention Amul
6 stories
Amul is named in these stories but is not their subject.
- Mother Dairy reports 60–70% jump in packaged paneer demand
- Swiggy scales Noice as Instamart’s data-led private-label loyalty play
- HUL takes Horlicks into protein shakes and powders to target India’s mainstream nutrition market
- India’s milk output is forecast to rise to 105.4m tonnes in 2026
- Kwality Wall's exits frozen dessert category, going full dairy by 2027
- Papacream hits 100 dark stores via Cure Foods, targets 500 by 2030 in premium ice cream play