🥛 Amul’s ₹1T Dream is Moo-ving Fast

Author

Masala Chai
April 07, 2025

Hahah! Still giggling at our title 🤭 Can you tell we’re very proud of the few jokes that actually land?

Anyway, good morning and welcome to your first sip of the week!

Cat Monday GIF

While the world battles a tariff tempest, India is dodging the worst of it and looking for hidden opportunities. From milk powerhouses to tariff wars, booming metal demand to TikTok drama — here’s your hot cup of insight with a twist of fun.

☕️ Chai Shots

  • 🚗 Amul Aims for ₹1 Trillion Splash: The dairy juggernaut expects to cross the ₹1 trillion revenue milestone by FY26, driven by rising demand and a hyper-efficient model run by just 1,400 employees. GCMMF alone is targeting ₹75,000 crore this fiscal. More in the Big Brew ☕️

  • 🚫 Foreign Investors Pull Back Hard: Spooked by global trade fears, FPIs yanked out over ₹10,000 crore from Indian equities in just four sessions, reversing the positive flow seen in late March.

  • 💼 Swiggy in Tax Soup: The Maharashtra govt slapped Swiggy with a ₹7.59 crore demand over alleged professional tax lapses. The company plans to challenge it.

  • 🚨 Karnataka to Tax Platforms for Gig Welfare: A 5% levy on app-based platforms like Ola and Zomato is in the works to fund benefits for gig workers. This long-stalled bill—originally put on pause after pushback from tech giants—is now back on the table with full political backing. The state will also set up a Gig Workers’ Welfare Board, and the government itself will pitch in to the fund.

📈 Market Masala

  • 😮 Markets Feel the Heat: Sensex nosedived over 2,000 points and Nifty slid 615 last week as global trade tensions spooked investors. Volatility is here to stay.

  • 🌟 Top 10 Cos Lose Big: India’s largest listed companies bled nearly ₹2.94 lakh crore in value last week. TCS and Reliance took the biggest hits, while Bharti Airtel stood tall with a modest gain.

  • 📉 Metals Shine Bright at Home: Indian metal giants like Vedanta, Hindustan Zinc, and JSW Steel are doubling down on local growth. A 10%+ rise in steel demand and major infra push are keeping them bullish.

  • 🔢 Week Ahead Highlights: RBI policy, TCS earnings, global inflation cues, and continued tariff drama to guide market mood.

  • 📊 Women Bank Power Rising: Women now hold 39.2% of India’s bank accounts, with rural ownership hitting 42.2%! DEMAT participation and female-led startups are also seeing healthy growth, pointing to a more inclusive economy.

  • 🚀 Toymakers Eye American Playgrounds: With US tariffs slamming China and Vietnam, Indian toy firms are eyeing a big export boom. Domestic players are ramping up capacity, entering joint ventures with global brands, and locking in incentives from states like MP, Odisha, Karnataka, and Haryana.

🌍 Global Masala

  • 🇺🇸 Trump's Tariff Blitz Shakes Up World Trade: President Trump dropped a tariff bomb—blanket 10% duties on all imports and steeper ones on key nations—sending markets into a tailspin. In response, China fired back with a 34% levy on US goods, and global investors scrambled as recession fears reignited. Wall Street logged its worst week since 2020, with $5 trillion in market cap wiped out in just two days.

  • 🇨🇦 EU Gears Up for Counterstrike: The European Union isn’t sitting quietly. It’s drawing up a €28 billion retaliation list, targeting everything from bourbon and floss to Harley-Davidsons and orange juice. While countries like France are ready to go full-throttle, others like Germany are calling for cool-headed negotiations to avoid a full-blown trade war.

  • ⛽ Oil Takes a Tumble: Brent crude slid to its lowest in four months after OPEC+ stunned markets by announcing a supply surge instead of tightening the taps. In response, Saudi Arabia slashed prices for Asian buyers, signaling a battle for market share. Energy stocks took a hit, and inflation forecasts are now getting a serious second look.

☕️ The Big Brew: Amul’s ₹1 Trillion Dream – One Drop at a Time

Amul is cooking up something big — and no, it's not just more butter. India’s dairy crown jewel is eyeing a milestone: ₹1 trillion in total revenue by FY26. Here's how the white revolution continues to charge ahead:

  • 🥛 ₹75,000 Cr from GCMMF: The Gujarat Co-operative Milk Marketing Federation (GCMMF), which markets Amul products, is targeting this figure alone in FY25.

  • 🧀 ₹25,000 Cr from District Unions: The 18 member unions that directly sell Amul products locally will add to the tally, pushing total Amul brand revenue close to ₹1 trillion.

  • 👥 Tiny Team, Massive Impact: Believe it or not, Amul runs this operation with a core operational team of just 1,400 employees — thanks to tech, efficiency, and laser-focused execution. This is of course, in addition to the 3.6 million+ milk producers

  • 🧑‍🌾 Built for Farmers, Loved by All: Amul's mission is crystal clear — pay farmers fairly, keep prices low for consumers. It's capitalism, desi-style.

  • 🌎 Now Serving the World: Already present in 50+ countries, Amul’s now milking global demand — including fresh launches in the US.

🚀 From village cooperatives to tech-powered dairy dominance, Amul’s journey is a masterclass in purpose-driven scale.

🌟 Startup Scoop

🤔 Chai Break Trivia

Did you know? The name "Amul" comes from the Sanskrit word Amulya, which means "priceless."

That’s fitting for a brand born out of a farmers’ movement in 1946 that turned India into the world’s top milk producer — all from humble village beginnings! 🥛✨

✨ What’s Brewing Next?

  • 🌐 April 9: RBI policy announcement

  • ✉️ TikTok’s Buyer: Decision deadline incoming

👋 That’s a Wrap!

That’s all for your Monday pour of Masala Chai! Markets may be frothy and tariffs tense, but there's always opportunity brewing — from policy shifts to student loan startups.

We’ll be back in your inbox before you can say “cutting Chai.”

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