EPISODE · Jul 27, 2025 · 1H 4M
I Spent Weeks Researching this Industry - Here’s the Brutal Truth
from The SOIC Podcast · host SOIC
Send us Fan MailIn 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 stocksWhether you're an investor, operator, or just curious — this episode will change the way you see your morning milk.
What this episode covers
Send us Fan Mail 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 marg...
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I Spent Weeks Researching this Industry - Here’s the Brutal Truth
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