I Spent Weeks Researching this Industry - Here’s the Brutal Truth
Update: 2025-07-27
Description
In this episode, we dive deep into one of India's most powerful and underappreciated sectors — the dairy industry. You'll learn how milk moves from rural farms to urban shelves, how regional players build trust with farmers, and why value-added products like cheese, yogurt, and protein are driving the next phase of growth.
We break down:
✅ The full dairy value chain
✅ Why the industry is regional and cyclical
✅ India's top listed and co-operative dairy brands
✅ Where the margins really are
✅ Risks investors must watch
✅ Technical + valuation insights on key stocks
Whether you're an investor, operator, or just curious — this episode will change the way you see your morning milk.
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