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1st Jul 2025 · SEBI-Registered Analyst

🥛 Amul: From Indian Kitchens to Global Shelves

“Doodh Doodh Doodh, Piyo Glass Full Doodh” — this isn’t just a jingle anymore, it’s a $4.1 billion brand. 🚀 Amul has topped the Brand Finance India 100 – 2025 food brand rankings, growing its brand value by 24% YoY. It’s now: 🇮🇳 India’s strongest food brand 🥉 3rd strongest brand across all sectors 🧬 Expanding into health, protein-based, and global dairy markets But let’s shift focus: Amul isn’t listed. So how does this story help investors? 🧠 Storytime Insight: Meet Meera, a small-town grocer. Her tiny fridge has one constant — Amul butter. She’s seen demand shift — from full cream milk to Greek yogurt, from ghee to protein drinks. And now, her orders for Amul USA SKUs are rising. Even in Tier-3 India, premiumisation + health trends are visible. Amul is riding both. And other brands are trying to catch the same wave. 📈 Stock Market Angle: 💡 Listed companies riding similar consumer + dairy trends: Hatsun Agro

HATSUN
— South India’s dairy king, focused on value-added products. Heritage Foods
HERITGFOOD
— Expanding cold chain infra & premium milk products. Dodla Dairy
DODLA
— Growing in protein-rich segments like curd, paneer. Nestle India
NESTLEIND
— Health-focused launches like protein bars, baby formula. Britannia — Competing directly in value-added dairy (cheese, milkshakes). Amul’s rise reflects the growing demand for trusted, health-focused brands — and signals strong potential in India’s dairy stocks.

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