Neutral impactSector
Fertiliser stocks: Combination of strong headwinds and structural repair. Who will win? 9 stocks, 4 with upside potential of up to 31%
Economic Times 1 hr ago·20 Oct 2026, 9:11 am
Fertiliser companies are navigating a challenging period marked by high global input costs and a complex subsidy regime. While the sector faces headwinds, there is a strong case for a structural turnaround. The government has been implementing key reforms, such as the mandatory coating of urea with neem, which is expected to reduce the diversion of subsidised fertiliser and improve the sector's long-term economics.
For investors, this creates a binary scenario. While the near term remains volatile, a select group of companies is positioned to benefit from these structural changes. Analysts have identified nine stocks in the sector, with four showing significant upside potential. The key for investors will be to identify the companies that can successfully navigate the current challenges and benefit from the ongoing sectoral repair.
Excerpt from Economic Times
Drench in the knowledge with exclusive insights, ePaper & smart market tools with ETPrime. For the better part of a decade now, every time this critical sector has run into trouble, the government has stepped in. The clean-up began with small steps. The mandatory coating of urea with neem was an early one. It was a…Read the original at Economic Times
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- Category: Sector.
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