Mother Dairy has hiked milk prices by Rs 2-4 per litre effective Nov 12, 2026 in Delhi-NCR market.
Company sells around 35 lakh litres daily in Delhi-NCR and over 50 lakh litres across markets, wholly-owned subsidiary of NDDB.
Revised rates Delhi-NCR per litre:
- Full-cream milk pouch: Rs 72 to Rs 76, up Rs 4
- Pro Milk: same Rs 76
- Cow milk: Rs 62 to Rs 65, up Rs 3
- Toned milk pouch: Rs 60 to Rs 62, up Rs 2
- Double-toned Live Lite: Rs 54 to Rs 56, up Rs 2
- Toned milk bulk vended token: Rs 58 to Rs 60, up Rs 2
Amul also raised fresh pouch milk 4-5% nationwide same day, Taaza up Rs 2 to Rs 62, Gold up Rs 4 to Rs 76. Karnataka's Nandini had already hiked Rs 8 per litre from Nov 1, largest this year. Gokul, Aavin, Milma, Saras also raised Rs 2-4 this year.
Why: Mother Dairy says uneven monsoon impacted fodder availability, green and dry fodder prices up 20%, cattle feed up 10% over last year, procurement prices paid to farmers rose. Persistent inflation drove packaging, transportation and other operational costs up to 25%. Company transfers 75-80% of sales realisation to farmers, says part of increase passed to consumers.
Timing unusual, November marks start of dairy flush season Oct-Feb when cooler winter, abundant green fodder and calving naturally boost production and stocks normally stable. Second hike in same fiscal after May 14 indicates supply constraints persisting despite flush.
For household: family using 2 litres daily of full-cream now pays Rs 152 vs Rs 144 earlier, extra Rs 240 monthly.
Analysis:
Milk price is inflation canary. Fodder up 20% due to deficient southwest monsoon and El Nino fears flagged by Moody's, transport up due to Iran war oil shock. Dairies absorbed till now but NDDB model means farmer needs higher procurement price to keep cattle. With CPI expected 5.93% Oct data Thursday and RBI already hiking, milk adds food inflation pressure, especially as flush should have kept prices flat. Expect Amul to set pan-India benchmark, others to follow within week.
Tags: #MotherDairy #MilkPrice #Amul #Nandini #DelhiNCR #Inflation #Fodder #NDDB #Nov12