Reasons Why Fertiliser Stocks Are Rallying In Trade | Fertiliser Stocks In Focus

Russia’s assurance of uninterrupted fertilizer supplies is providing a fresh boost to India’s fertilizer sector, but experts caution that the recent rally may not sustain. Feroze Azeez, Joint CEO, Anand Rathi Wealth, explains that the development does not increase fertilizer demand but significantly improves supply reliability for India, which has faced disruptions through Middle Eastern routes. Higher imports from Russia could also strengthen India’s bargaining power and help manage costs. With some fertilizer stocks already gaining 5–10%, near-term sentiment remains positive. However, the expert believes the recent sharp gains may be difficult to sustain, even as Russia’s supply assurance comes as a positive development for the sector.