Top entities: Amul, Gujarat Co-operative Milk Marketing Federation, Jayen Mehta, Nirmala Sitharaman, India.

What category does this event fall under?

Regulatory — classified as tax reform.

What is the sentiment of coverage?

Aggregate sentiment score: 60 on a -100 to +100 scale (negative = critical coverage, positive = favorable coverage).

Is this event still developing?

This event is archived — the story has concluded and this page is a final snapshot.

Regulatory tax reform

Amul Clarifies Milk Prices Post-GST

Q: When did this event occur?

First reported Sep 11, 2025; last updated Sep 11, 2025.

Q: What is the market impact?

General. The clarification from Amul regarding unchanged fresh pouch milk prices and reduced UHT milk prices will impact consumer spending in the dairy sector.

Analysis based on 6 articles · First reported Sep 11, 2025 · Last updated Sep 11, 2025

Sentiment

Attention

Articles

Market Impact

General

Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard

Market Impact

The clarification from Amul regarding unchanged fresh pouch milk prices and reduced UHT milk prices will impact consumer spending in the dairy sector. The broader GST reforms announced by Nirmala Sitharaman are expected to benefit households and businesses in India by easing the cost of living and boosting economic activity.

Dairy Food & Beverage

Event Summary

Amul, through its Managing Director Jayen Mehta, clarified that fresh pouch milk prices will remain unchanged despite upcoming GST revisions, as it already attracts zero percent GST. This statement countered earlier media reports suggesting a price reduction. However, Amul confirmed that long-life UHT milk prices will decrease from September 22 due to a GST rate cut from 5 percent to nil. These changes are part of the 'Next-Gen GST Reform' announced by Finance Minister Nirmala Sitharaman on September 3, which aims to rationalize GST rates into two slabs (5 percent and 18 percent) to ease the cost of living and boost economic activity in India.

Entities Involved

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Amul

Amul clarified that fresh pouch milk prices will not change due to GST revisions, while UHT milk prices will decrease, impacting its product pricing strategy.

Importance 90.0 Sentiment 20.0

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Gujarat Co-operative Milk Marketing Federation

Gujarat Co-operative Milk Marketing Federation, which markets Amul products, confirmed that fresh pouch milk prices remain unchanged, while UHT milk prices will be reduced due to GST rate cuts.

Importance 80.0 Sentiment 20.0

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Jayen Mehta

Jayen Mehta, MD of Gujarat Co-operative Milk Marketing Federation, provided official clarification on the impact of GST changes on milk prices.

Importance 70.0 Sentiment 10.0

per

Nirmala Sitharaman

Nirmala Sitharaman, as Finance Minister, announced the new GST measures, which include rate cuts affecting UHT milk and other products.

Importance 60.0 Sentiment 30.0

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India

Importance 0.0 Sentiment 0.0