Fertilizer and agrochemical companies have witnessed a strong rally over the past six months, supported by robust demand, improved realisations, and a favorable policy environment. Several players in the sector have delivered returns in excess of 100 percent, driven by operational recovery and investor optimism.
1. Krishana Phoschem Ltd
Krishana Phoschem is engaged in the manufacturing of Single Super Phosphate (SSP), Di-Ammonium Phosphate (DAP), and NPK fertilizers. The company operates six plants located at Meghnagar in Madhya Pradesh, with facilities for producing SSP, sulfuric acid, phosphoric acid, H-acid, BRP acid, and DAP/NPK with significant annual installed capacities.
The company has a market capitalisation of Rs. 3,553.83 crore and trades at Rs. 586.90 per share. Revenue declined from Rs. 472.88 crore in the previous quarter to Rs. 395.54 crore in the latest quarter, marking a fall of 16.35 percent. Net profit also slipped from Rs. 32.86 crore to Rs. 30.58 crore, down 6.93 percent quarter-on-quarter. Despite this, the stock has delivered a stellar return of 215.42 percent in the last six months.
2. Kothari Industrial Corporation Ltd
Kothari Industrial Corporation is a diversified company engaged in the production and blending of fertilizers, offering drone services, operating hotels, and running footwear and leather businesses. It has a strong distributor network across southern India and has built a recognised brand presence in the marketplace.
The company has a market capitalisation of Rs. 5,230.31 crore and trades at Rs. 558 per share. Sales rose from Rs. 26.42 crore in the previous quarter to Rs. 39.20 crore in the latest quarter, reflecting an increase of 48.39 percent. Net loss narrowed from Rs. 13.02 crore to Rs. 1.92 crore quarter-on-quarter. Over the last six months, the stock has skyrocketed by 391.88 percent.
3. Mangalore Chemicals & Fertilizers Ltd
Mangalore Chemicals & Fertilizers, part of the Karnataka-based fertilizer industry, is a leading manufacturer of chemical fertilizers. Its product portfolio includes Urea, Di-Ammonium Phosphate (DAP), NP 20:20:00:13, Ammonium Bi-Carbonate (food grade), Sulphuric Acid, speciality fertilizers, micronutrients, soil conditioners, and Sulphonated Naphthalene Formaldehyde (SNF), which serves industrial applications.
The company has a market capitalisation of Rs. 4,201.36 crore and trades at Rs. 354.50 per share. Sales increased from Rs. 773.80 crore to Rs. 862.16 crore, a growth of 11.41 percent quarter-on-quarter. Net profit surged from Rs. 16.03 crore to Rs. 61.63 crore, an impressive rise of 284.56 percent. The stock has rewarded shareholders with a 146 percent return in the last six months.
4. Paradeep Phosphates Ltd
Paradeep Phosphates is engaged in manufacturing Urea, Di-Ammonium Phosphate (DAP), NPK complex fertilizers, and Zypmite, a gypsum-based product. With plants at Paradeep in Odisha and Zuari Nagar in Goa, the company also trades fertilizers, ammonia, phospho gypsum, and micronutrients under its widely recognised “Navratna” brand catering to farmers across India.
The company has a market capitalization of Rs. 17,623.92 crore and trades at Rs. 216.15 per share. Sales moved up from Rs. 3,494 crore to Rs. 3,754 crore, reflecting a 7.45 percent quarter-on-quarter rise. Net profit climbed from Rs. 160 crore to Rs. 256 crore, a jump of 59.37 percent. The stock has delivered a return of 150 percent in the last six months.
5. NACL Industries Ltd
NACL Industries is a crop protection company that manufactures both technicals and formulations. Its product range includes pesticides, insecticides, acaricides, herbicides, fungicides, and plant growth chemicals. The company markets its formulations primarily in India through an extensive dealer network spread across the country.
The company has a market capitalisation of Rs. 5,436.51 crore and trades at Rs. 270.20 per share. Sales improved significantly from Rs. 201.43 crore in the previous quarter to Rs. 448.36 crore in the latest quarter, marking a growth of 122.59 percent. Net profit turned around from a loss of Rs. 50 crore to a profit of Rs. 13 crore. Over six months, the stock has delivered a remarkable return of 351.41 percent.
Written By Manan Gangwar
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