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Portfolio

Baladna

Integrated dairy and juice producer with fresh milk, yoghurt, cheese, juices and UHT long-life milk under the Awafi budget brand.

Producer
Focus

Fresh milk, yoghurt, cheese, juices, UHT/long-life milk (Awafi brand)

Region

Qatar

Scale

22,000 cows; 700,000–900,000 litres/day capacity; 200+ SKUs; supplies 85%+ of Qatar's fresh dairy.

Products

5 product lines

Products
Product lines and their pricing benchmarks.

Juices

Fruit input proxy

UHT / Long-Life Milk (Awafi)

Budget brand, recombined

Cost drivers

The pricing benchmarks that drive Baladna's input costs.

FRED / BLS PPI (dairy proxy)·Dairy·live
$235.65
Index
-1.0%

Impacts portfolio

FRED / BLS PPI (butter proxy)·Dairy·live
$105.38
Index
-10.3%

Impacts portfolio

FRED / BLS PPI (skim milk proxy)·Dairy·live
$376.83
Index
-5.8%

Impacts portfolio

FRED / BLS PPI (fresh vegetables)·Vegetables·live
$249.84
Index
-2.7%

Impacts portfolio

Cost exposure
Share of cost by benchmark.
4benchmarks
Cost models
How benchmarks compose Baladna's unit cost.

Related analysis

Protein LIVE · FRED Market Data·Aug 1
Butter (Proxy) fell sharply — -10.3% to 105.4

Butter (US PPI Proxy) fell sharply to 105.4 (-10.3% month-over-month), easing cost pressure on Baladna. Source: BLS PPI: Butter (index proxy).

ImpactsBaladna
Protein LIVE · FRED Market Data·Aug 1
SMP (Proxy) fell sharply — -5.8% to 376.8

Skim Milk Powder (US PPI Proxy) fell sharply to 376.8 (-5.8% month-over-month), easing cost pressure on Baladna. Source: BLS PPI: Fat Free / Skim Milk (proxy for skim milk powder).

ImpactsBaladna
Fruits, Vegetables & Juices LIVE · FRED Market Data·Aug 1
Vegetables (Proxy) eased — -2.7% to 249.8

Vegetable Price Index (US PPI Proxy) eased to 249.8 (-2.7% month-over-month), easing cost pressure on QATFA, Baladna. Source: BLS PPI: Fresh and Dry Vegetables (index proxy for vegetable wholesale).

Protein LIVE · FRED Market Data·Aug 1
Dairy PPI (Proxy) eased — -1.0% to 235.7

Dairy Products Price Index (GDT Proxy) eased to 235.7 (-1.0% month-over-month), little changed for Baladna. Source: BLS PPI: Dairy Products (broad proxy for the GDT dairy complex).

ImpactsBaladna
ProteinHassad Food Intelligence·Jul 15

GDT index climbs on tightening Oceania supply

The latest Global Dairy Trade event lifted the index 1.8% as New Zealand production softens into season — directly raising fresh-milk input costs for Baladna.

ImpactsBaladna
ProteinHassad Food Intelligence·Jul 12

Butter rallies as cream supply tightens

CME butter gained 2.4% on seasonal cream scarcity — feeding into Baladna's cheese and dairy-fat input costs.

ImpactsBaladna