Parag Milk Foods to invest ₹105 crore to double Go Cheese capacity by FY28
The dairy company plans to raise Go Cheese production from 60 to 120 metric tonnes a day by FY28, funded through internal accruals and debt, to serve growing retail and foodservice demand.
What happened
Parag Milk Foods will invest ₹105 crore to double Go Cheese manufacturing capacity to 120 mt/day by FY28, funded through internal accruals and debt, to meet
Key facts
- ₹105 crore capex
- Cheese capacity to double from 60 metric tonnes per day to 120 mt/day
- Go Cheese approximately 35% market share
- India cheese market projected to grow from ₹129 billion in 2025 to ₹620 billion by 2034
Why this matters
Parag’s expansion into higher-volume cheese production reinforces the strategic value of dairy adjacencies, foodservice partnerships and potential capability-led consolidation in branded dairy.
What to watch
- Quarterly Go Cheese volume growth, market-share commentary and capacity-utilization disclosures.
- Commissioning timetable and capex deployment versus the stated ₹105 crore budget.
- Foodservice contract wins, QSR menu launches and institutional sales mix.
- Milk procurement prices, skimmed milk powder and milk-fat price movements.
- Go Cheese gross-margin/EBITDA trend and incremental debt levels or interest-cost growth.
- Distribution expansion in quick commerce, modern trade and non-metro markets.
- Competitive pricing and capacity additions by Amul, Britannia, Mother Dairy and private-label suppliers.
- Expand Go Cheese SKUs and pack formats for mozzarella, slices, cubes, shredded cheese and value packs.
- Increase foodservice and QSR supply contracts to secure baseline utilization before capacity commissioning.
- Strengthen cold-chain distribution and deepen placement in quick commerce, modern retail and tier-2/3 cities.
- Use promotions, recipe-led marketing and bundled dairy offers to increase household cheese penetration.
- Add or diversify milk procurement arrangements to protect input availability and quality as cheese output scales.
- Prioritize higher-margin branded retail mix versus lower-margin institutional volumes to protect returns on capex.
Also reported by
- The Hindu BusinessLine — Same time