# ITC eyes eastern India dairy growth with Aashirvaad brand

2026-09-28T04:17:05+00:00 | Governance | Indian Opinion Desk

Corroboration: 2 independent outlets

ITC is expanding its Aashirvaad fresh dairy business in eastern India, targeting Bihar, West Bengal and Jharkhand. The company entered the category in 2018 and now claims to be the second-largest dairy player in Bihar, the Times of India reports. Sahi reports that over 80% of dairy consumers in Bihar still buy loose milk, presenting a conversion opportunity for packaged brands. ITC aims to double consumer spends under Aashirvaad to over Rs 20,000 crore in five years, and is tailoring products such as Mishti Doi and pouch curd to regional tastes. The company faces competition from established cooperatives including Sudha in Bihar and Amul across the east. ITC reported a 27.6% rise in Q1 FY27 consolidated revenue to Rs 29,523.30 crore, while net profit fell 15.6% to Rs 4,508.79 crore.

## Indian Opinion Analysis

Times of India frames ITC's dairy expansion as a straightforward business move, leading with the brand name and regional demand. Sahi's far longer report is a market research piece that emphasises the '80% loose milk' statistic as a conversion opportunity, explicitly names Amul and Sudha as competitors, and ends with a bullish trading signal. Sahi overstates the certainty of market share gains, Times of India omits the competitive landscape entirely. The balanced reading: ITC has a plausible growth runway in a fragmented market, but Sahi's own numbers show it is only the second-largest player in one state, and the cold-chain and competition risks it lists are real. The next concrete figure to watch is ITC's quarterly FMCG-Others revenue disclosure for value-added dairy growth.

## Coverage

- timesofindia.indiatimes.com (neutral report) <https://timesofindia.indiatimes.com/business/india-business/itc-to-strengthen-presence-in-fresh-dairy-segment/articleshow/134529871.cms>
  Straightforward business reporting, no critical or promotional framing
- sahi.com (right leaning) <https://www.sahi.com/news/itc-targets-eastern-india-dairy-growth-with-tailored-regional-value-added-products>
  Promotional-market analysis: conversion opportunity and bullish signal emphasised

Tags: Aashirvaad, Amul, Bihar, ITC, Jharkhand, West Bengal
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