Fertilizers & Agrochemicals industry
63 companies · ₹3.6 L cr · 18 with AI deep dives
5y revenue CAGR
median 8.63%(p25 5.46% · p75 14.13%)
5y avg ROCE
median 14.87%(p25 7.98% · p75 20.44%)
Debt / equity
median 0.4x(p25 0.16x · p75 0.8x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindStrait of Hormuz disruption creates systemic raw material supply shock across the sector12 managements
The most widely cited risk: Middle East conflict has driven ammonia to $840-900/ton and sulphur to $800-1,000/ton (vs. historical sub-$5/kg for sulphuric acid per MOL). India…
- COROMANDEL: “Our India dependence on Ammonia and Sulphur is upwards of 80%, and most of the shipments…”
headwind4 managements🔒headwind5 managements🔒tailwind5 managements🔒tailwind6 managements🔒headwind3 managements🔒tailwind4 managements🔒headwind4 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Coromandel International Ltd | ₹59,916 cr | Unlock | latent operating leverageroce compoundernet cashcyclical high volatility | |
| Fertilizers & Chemicals Travancore Ltd | ₹52,736 cr | Unlock | capex coming onlineearnings quality weaklevering upcapex ahead of revenue | |
| UPL Ltd | ₹50,730 cr | Unlock | earnings quality strongdeleveragingcapital destroyercyclical high volatility | |
| P I Industries Ltd | ₹41,154 cr | Unlock | latent operating leveragenet cashcyclical high volatility | |
| Sumitomo Chemical India Ltd | ₹26,305 cr | Unlock | roce compoundernet cashcyclical high volatilitycapex intensity elevated | |
| Bayer CropScience Ltd | ₹18,893 cr | Unlock | capex coming onlineroce compoundercapex ahead of revenuecyclical high volatility | |
| Chambal Fertilisers & Chemicals Ltd | ₹17,605 cr | Unlock | earnings quality strongcyclical peak basecyclical high volatilitygross block efficient | |
| Paradeep Phosphates Ltd | ₹14,446 cr | Unlock | deleveragingcyclical high volatilitygross block efficient | |
| Sharda Cropchem Ltd | ₹7,919 cr | Unlock | capex coming onlineearnings quality strongcyclical high volatilitygross block efficient | |
| Madhya Bharat Agro Products Ltd | ₹7,054 cr | Unlock | capex coming onlinelevering upcyclical high volatilitygross block efficient | |
| Rashtriya Chemicals & Fertilizers Ltd | ₹6,949 cr | Unlock | levering upcyclical peak basecyclical high volatilitygross block efficient | |
| Gujarat State Fertilizers & Chemicals Ltd | ₹6,366 cr | Unlock | earnings quality weaknet cashcapital destroyercyclical high volatility | |
| Krishana Phoschem Ltd | ₹5,088 cr | Unlock | levering upcyclical high volatilitycapex intensity elevatedgross block efficient | |
| Dhanuka Agritech Ltd | ₹4,458 cr | Unlock | latent operating leverageroce compoundernet cashcyclical high volatility | |
| NACL Industries Ltd | ₹4,334 cr | Unlock | earnings quality strongdeleveragingcapital destroyercyclical high volatility | |
| Rallis India Ltd | ₹4,202 cr | Unlock | earnings quality strongnet cashcyclical high volatilitygross block efficient | |
| Mangalore Chemicals & Fertilizers Ltd | ₹3,638 cr | Unlock | latent operating leverageroce compounderearnings quality strongdeleveraging | |
| National Fertilizer Ltd | ₹3,496 cr | Unlock | deleveragingcyclical peak basecyclical high volatilitygross block efficient | |
| Bhagiradha Chemicals & Industries Ltd | ₹3,409 cr | Unlock | latent operating leverageearnings quality weakdeleveragingcyclical high volatility | |
| GSP Crop Science Ltd | ₹2,533 cr | Unlock | capex coming onlineroce compoundergross block efficient | |
| Bharat Rasayan Ltd | ₹2,114 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Insecticides India Ltd | ₹1,833 cr | Unlock | capex coming onlinecapex ahead of revenuecyclical high volatilitygross block efficient | |
| India Pesticides Ltd | ₹1,738 cr | Unlock | cyclical high volatilitygross block efficient | |
| Kothari Industrial Corporation Ltd | ₹1,712 cr | Unlock | cyclical high volatilitygross block efficient | |
| Astec Lifesciences Ltd | ₹1,440 cr | Unlock | latent operating leveragelevering upcapital destroyercyclical high volatility | |
| Meghmani Organics Ltd | ₹1,412 cr | Unlock | earnings quality strong | |
| Punjab Chemicals & Crop Protection Ltd | ₹1,412 cr | Unlock | cyclical high volatilitygross block efficient | |
| Southern Petrochemicals Industries Corporation Ltd | ₹1,334 cr | Unlock | capex coming onlinecapex ahead of revenuecyclical high volatilitygross block efficient | |
| Madras Fertilizers Ltd | ₹1,059 cr | Unlock | earnings quality strongcyclical peak basecyclical high volatility | |
| Zuari Agro Chemicals Ltd | ₹948 cr | Unlock | deleveragingcyclical high volatilitygross block efficient | |
| Dharmaj Crop Guard Ltd | ₹880 cr | Unlock | gross block efficient | |
| Advance Agrolife Ltd | ₹760 cr | Unlock | capex coming onlineearnings quality weakgross block efficient | |
| Heranba Industries Ltd | ₹707 cr | Unlock | latent operating leverageearnings quality stronglevering upgross block efficient | |
| Best Agrolife Ltd | ₹550 cr | Unlock | latent operating leveragedeleveragingcyclical high volatilitygross block efficient | |
| Khaitan Chemicals & Fertilizers Ltd | ₹470 cr | Unlock | levering upcyclical high volatilitygross block efficient | |
| Indogulf Cropsciences Ltd | ₹462 cr | Unlock | capex coming onlinegross block efficient | |
| Rama Phosphates Ltd | ₹453 cr | Unlock | latent operating leveragecapex coming onlinecapex ahead of revenuecyclical high volatility | |
| Aries Agro Ltd | ₹448 cr | Unlock | capex coming onlineearnings quality stronggross block efficient | |
| Shivalik Rasayan Ltd | ₹410 cr | Unlock | capex intensity elevated | |
| Mahamaya Lifesciences Ltd | ₹386 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Sikko Industries Ltd | ₹223 cr | Unlock | capex intensity elevatedgross block efficient | |
| Nova Agritech Ltd | ₹213 cr | Unlock | earnings quality weakgross block efficient | |
| Balaji Phosphates Ltd | ₹212 cr | Unlock | capex coming onlineearnings quality weakgross block efficient | |
| Anya Polytech & Fertilizers Ltd | ₹184 cr | Unlock | earnings quality weakgross block efficient | |
| Nagarjuna Fertilizers & Chemicals Ltd | ₹159 cr | Unlock | cyclical high volatility | |
| Bharat Agri Fert & Realty Ltd | ₹120 cr | Unlock | latent operating leveragecapex coming onlinelevering upcapex ahead of revenue | |
| Crop Life Science Ltd | ₹111 cr | Unlock | gross block efficient | |
| Basant Agro-tech (India) Ltd | ₹98 cr | Unlock | levering upcyclical high volatilitygross block efficient | |
| Aristo Bio-Tech & Lifescience Ltd | ₹74 cr | Unlock | earnings quality stronglevering upgross block efficient | |
| Teesta Agro Industries Ltd | ₹65 cr | Unlock | earnings quality weakcyclical peak basecyclical high volatilitygross block efficient | |
| Bhaskar Agrochemicals Ltd | ₹63 cr | Unlock | roce compounderearnings quality strongdeleveragingcyclical high volatility | |
| Agro Phos India Ltd | ₹59 cr | Unlock | earnings quality strongdeleveraginggross block efficient | |
| Super Crop Safe Ltd | ₹56 cr | Unlock | capex coming onlinelevering upgross block efficient | |
| The Phosphate Company Ltd | ₹52 cr | Unlock | cyclical high volatilitygross block efficient | |
| Dhansa Labs Limited | ₹49 cr | Unlock | capex coming onlineearnings quality weakcapex intensity elevated | |
| Dhansa Labs Limited | ₹49 cr | Unlock | capex coming onlineearnings quality weakcapex intensity elevated | |
| Aimco Pesticides Ltd | ₹45 cr | Unlock | levering upcapital destroyercyclical high volatilitygross block efficient | |
| Bohra Industries Ltd | ₹29 cr | Unlock | net cashgross block underutilised | |
| Adarsh Plant Project Ltd | ₹28 cr | Unlock | latent operating leveragelevering upcapital destroyercyclical high volatility | |
| Phyto Chem (India) Ltd | ₹9 cr | Unlock | latent operating leveragelevering upcapital destroyercyclical high volatility | |
| Natural Biocon (India) Ltd | ₹9 cr | Unlock | latent operating leverageearnings quality strongnet cashcyclical high volatility | |
| Mp Agro Industries Ltd | ₹5 cr | Unlock | ||
| Pb Global Ltd | ₹0 cr | Unlock | latent operating leveragenet cashcyclical high volatilitygross block efficient |