DEEPAKFERT

Specialty Fertilisers Could Drive Future Growth

Deepak Fertilisers, Coromandel International and SML are increasingly betting on specialty nutrients as the agriculture sector focuses more on improving fertiliser-use efficiency. Conventional urea has a relatively low use efficiency of around 30–40%, meaning a significant portion of the applied nutrient may not be effectively utilised by crops. In contrast, specialty fertilisers can deliver much higher efficiency of around 80–85%, making them an increasingly attractive option for farmers looking to improve nutrient utilisation and crop productivity. This efficiency gap is creating a strong opportunity for companies with exposure to specialty fertiliser and nutrient products. The shift is not only about using less fertiliser but also about delivering the right nutrients to crops in a more targeted and effective manner. Deepak Fertilisers, Coromandel and SML could benefit as farmers gradually adopt higher-value nutrient solutions and move towards more efficient agricultural practices. Specialty fertilisers can also help address concerns around nutrient wastage while potentially supporting better crop output and improved farm economics. For these companies, the opportunity lies in expanding their specialty product portfolio, increasing farmer awareness and improving penetration across different crop segments. If adoption continues to rise, the specialty nutrients segment could become an important growth driver for the fertiliser industry. Investors will therefore be watching product launches, capacity expansion, demand trends and the pace of transition from conventional fertilisers towards more efficient specialty solutions.