Agri and Edible Oil Stocks Gain as India Lifts Ban on De-Oiled Rice Bran Exports

The government’s decision to lift the two-year ban on de-oiled rice bran exports is expected to boost several Indian agri-processing and edible oil companies that rely on by-product exports for margin expansion. Stocks such as

(formerly Ruchi Soya), , and stand to benefit as the reopening of export channels will enhance capacity utilization and improve profitability from animal feed and edible oil derivatives. Additionally, and Product could see indirect gains from better availability of raw materials and increased demand from livestock and aquafeed industries. The move is also positive for KSE Ltd and , which have exposure to agro-processing and feed manufacturing. With global demand for rice bran-based feed and oils rising, this export revival strengthens India’s agri-export position and may drive steady earnings growth for listed players across the edible oil and agro-processing value chain.