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Shaly Gupta

4th Jun 2025 · SEBI-Registered Analyst

Fertilizer

Why is the Fertiliser Sector Seeing Strong Movement? • The European Parliament approved a 50% tariff hike on fertilisers and agri imports from Russia and Belarus. • This move is likely to reduce EU's dependency and may shift global demand towards Indian fertiliser companies. • Indian producers are seen as key beneficiaries of this shift, boosting export sentiment. • Back home, IMD has predicted above-normal monsoon for 2025. • Strong monsoon supports crop output and increases demand for fertilisers and agri inputs. • Positive global cues + domestic rural optimism = sector-wide rally in fertiliser companies.

FACT

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