StockPro | Why Fertiliser Companies Are Making Explosives Chemicals
Stock Pro • 9 days ago
What This Video Is About
The video explores five fertilizer stocks venturing into new spaces, offering growth stories with potential returns.
Major Ideas Discussed
- Chambal Fertilisers is expanding into industrial chemicals with a 2.4 lakh ton TAN project, targeting December 2027.
- Coromandel International is improving raw material security with acid plants and 7.5 lakh ton annual granulation capacity, targeting Q4 of year 2027.
- Parade Phosphate achieved 7000 tons in Q1, beating management's sustainable year 2027 estimate of 5000 tons.
- Deepak Fertilisers has invested in Gopalpur TAN and Dahej Nitric Acid projects, involving a combined investment of about 4650 crores.
- GNFC has a 63 crore captive power project that will save approximately 100 crores annually.
- Input price delays, utilization, and margin determinance affect returns.
- Profits are expected to rise after machinery starts running, not just capacity being built.
What to Watch Next
Investors should keep an eye on the live market and consider these stocks, monitoring their progress and potential returns.