Dairy Industry Dynamics: Ilolay and Gloria Argentina Thrive while SanCor Struggles

The Argentine dairy sector is currently experiencing a dichotomy of fortunes. Companies such as Ilolay and Gloria Argentina are on the rise, expanding their operations and capturing new markets. However, SanCor, once a prominent player, finds itself entangled in financial difficulties, reportedly exacerbated by the actions of Atilra, the dairy workers' union.

Ilolay's Expansion

Ilolay, under the ownership of the French group Savencia, is ambitiously expanding. The company aims to increase its market share globally by exporting 25% of its products, including cheese, yogurt, and various milk products.

SanCor's Struggles

SanCor's issues stem from chronic financial mismanagement and an overwhelming debt burden. The cooperative also faces operational inefficiencies, leading to production disruptions. In stark contrast to its competitors, SanCor's dealings are heavily influenced by Atilra, which some claim has too much leverage over the company.

Gloria Argentina and Industry Opportunities

Meanwhile, Gloria Argentina, part of the Peruvian-based Grupo Gloria, is also aggressively increasing its foothold in the dairy sector. With production facilities near Esperanza, they aim to tap into both local and international markets.

Mastellone's Green Initiative

Mastellone, another industry staple, has initiated a green energy strategy through a contract with Pampa Energía. This move is part of their commitment to sustainability, with 80% of their energy now derived from renewable sources.

While some players in Argentina's dairy industry are embracing change and thriving, SanCor remains at a crossroads, grappling with internal struggles and external pressures.