On 1st February, Finance Minister Nirmala Sitharaman presented the Union Budget for 2025-26, with agriculture being identified as the f key focus area.
The Budget 2025 emphasizes that agriculture will remain a priority, and the ongoing clean-up and restructuring efforts in the fertilizer sector are expected to continue. These changes may lead to a re-rating of the sector.
To achieve self-reliance or ‘Atmanirbharta’ in urea production, the government has reopened three dormant urea plants in the Eastern region. Additionally, to further boost urea supply, a plant with an annual capacity of 12.7 lakh metric tons (MT) will be established at Namrup, Assam.
Here are a few fertiliser stocks that saw gains of up to 6 percent following the Finance Minister’s Budget 2025-26 speech:
1. Rashtriya Chemicals & Fertilizers Limited
With a market cap of Rs. 8,860 crores, the stock moved up nearly 5 percent on BSE to hit an intraday high at Rs. 171.3, during the special trading session of Saturday.
The company is engaged in the business of manufacturing and marketing of fertilizers and industrial chemicals.
2. National Fertilizer Limited
With a market cap of Rs. 5,163.3 crores, the stock moved up nearly 6 percent on BSE to hit an intraday high at Rs. 113.45, during the special trading session of Saturday.
National Fertilizers Limited is engaged in the production and marketing of Neem Coated Urea, Bio-Fertilizers (solid & liquid) and other allied Industrial products like Ammonia, Nitric Acid, Ammonium Nitrate, Sodium Nitrite and Sodium Nitrate.
The company is also engaged in trading of imported and domestic fertilizers, compost, seeds, agrochemicals and other agroproducts.
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3. Paradeep Phosphates Limited
With a market cap of Rs. 9,529.8 crores, the stock moved up nearly 6.2 percent on BSE to hit an intraday high at Rs. 119.75, during the special trading session of Saturday.
Paradeep Phosphates Limited is primarily engaged in the manufacturing of Urea, Di-Ammonium Phosphate (DAP), Complex Fertilizers of NPK grades, and Zypmite (Gypsum-based product), along with trading of fertilisers, ammonia, neutralised phospo gypsum, micronutrient and other materials.
4. Madras Fertilizers Limited
With a market cap of Rs. 1,404.8 crores, the stock moved up nearly 6.4 percent on BSE to hit an intraday high at Rs. 99.24, during the special trading session of Saturday.
Madras Fertilizers Limited is engaged in the business of manufacturing urea and complex fertilizers, along with the manufacturing of Bio-fertilizers and trading eco-friendly agrochemicals, organic manure, and city compost under the brand name ‘Vijay’.
Written by Shivani Singh
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