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Market cues · 08:55 pm
Themes / Fertilizers & Agrochemicals

Fertilizers & Agrochemicals

Fertilizers, crop protection, agri-inputs, and rural recovery.

AgrochemicalsAuto-built

Theme scorecard

Measures whether this idea is investable today by blending cohort quality, valuation cushion, and price momentum. It is a research filter, not advice.

Build portfolio from this theme
Theme
34
Stretched
Quality
28
Valuation
33
Momentum
50
Positive MoS
40%
P/E 369.7 · ROCE 14%
Curated research view

Fertilizers & Agrochemicals

A focused investor view: high-conviction names first, then small/micro exposure only as controlled satellite risk. Live U-Score and MoS still come from the current database.

68/100
Theme score
Moderate
Investability
43.8
Live avg U
-499.5%
Live avg MoS

High-conviction shortlist

#1CHAMBLFERT
Chambal Fertilizers & Chemicals Limited
79
U
SmallMoS +38.2%Piotroski 8/9
#2ZUARI
Zuari Agro Chemicals Limited
69
U
SmallMoS +97.5%Piotroski 7/9
#3GNFC
Gujarat Narmada Valley Fertilizers and Chemicals Limited
57
U
MicroMoS +13.6%Piotroski 8/9
#4DEEPAKFERT
Deepak Fertilizers and Petrochemicals Corporation Limited
46
U
SmallMoS +61.2%Piotroski 8/9
#5SRF
SRF Limited
41
U
MidMoS -11.8%Piotroski 8/9
#6COROMANDEL
Coromandel International Limited
40
U
MidMoS -59.7%Piotroski 8/9
#7PIIND
PI Industries Limited
35
U
MidMoS -2.8%Piotroski 8/9
#8UPL
UPL Limited
31
U
MidMoS -534.7%Piotroski 6/9
#9AARTIIND
Aarti Industries Limited
20
U
SmallMoS -555.2%Piotroski 7/9
#10FACT
Fertilizers and Chemicals Travancore Limited
20
U
LargeMoS -4041.6%Piotroski 5/9

Curated company map

Names from the curated theme note. Solid chips are present in the live eligible cohort; dashed chips need membership review, ticker verification, or may be indirect/unlisted exposure.

10/10 live eligible
COROMANDELUPLFACTDEEPAKFERTPIINDSRFCHAMBLFERTZUARIGNFCAARTIIND

Investment thesis

Food security, farm productivity, fertilizer subsidy, specialty nutrients, and crop-protection exports make this a rural economy theme.

1-2 year outlook: Positive if input costs stabilise and monsoons support demand.
Recommended allocation: 5-8%.

Key triggers

  • Normal monsoon
  • Domestic DAP/urea ramp-up
  • Agrochemical export recovery
  • Specialty fertilizer growth

Major risks

  • Subsidy policy
  • Gas/phosphoric acid/ammonia volatility
  • Weather dependence
  • Generic competition
Small, micro, and SME names should be opt-in exposure. Suggested filters: U-Score above 65, positive MoS, Piotroski 7+, debt/equity below 0.8, promoter pledge below 10%, and enough traded value to exit without slippage.

Thesis

A data-generated Agrochemicals basket from tagged stocks. Monsoon, subsidy, and export cycles are key.

  • ▸Food security
  • ▸Monsoon demand
  • ▸Subsidy risk

Top picks · ranked by U-Score within this cohort

#1CHAMBLFERTSmall
Chambal Fertilizers & Chemicals Limited
Chemicals
DEEP VALUE

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: +38.2%Piotroski: 8/9ROCE: 25%P/E: 8.7D/E: 0.10
79
U-Score
₹419.05
Open →
#2ZUARISmall
Zuari Agro Chemicals Limited
Industrials
UNDERVALUED

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: +97.5%Piotroski: 7/9ROCE: 16%P/E: 3.1D/E: 0.35
69
U-Score
₹225.56
Open →
#3GNFCMicro
Gujarat Narmada Valley Fertilizers and Chemicals Limited
Chemicals
FAIR VALUE

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: +13.6%Piotroski: 8/9ROCE: 12%P/E: 8.5D/E: 0.00
57
U-Score
₹596.70
Open →

Full cohort

DEEPAKFERTSmall
Deepak Fertilizers and Petrochemicals Corporation Limited
Chemicals
FAIR VALUE

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: +61.2%Piotroski: 8/9ROCE: 11%P/E: 17.5D/E: 0.83
46
U-Score
₹1362.10
Open →
SRFMid
SRF Limited
Chemicals
WATCHLIST

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -11.8%Piotroski: 8/9ROCE: 15%P/E: 33.7D/E: 0.36
41
U-Score
₹2547.00
Open →
COROMANDELMid
Coromandel International Limited
Chemicals
WATCHLIST

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -59.7%Piotroski: 8/9ROCE: 22%P/E: 30.6D/E: 0.12
40
U-Score
₹1938.80
Open →
PIINDMid
PI Industries Limited
Chemicals
WATCHLIST

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -2.8%Piotroski: 8/9ROCE: 15%P/E: 34.6D/E: 0.03
35
U-Score
₹2465.00
Open →
UPLMid
UPL Limited
Chemicals
OVERVALUED

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -534.7%Piotroski: 6/9ROCE: 10%P/E: 24.9D/E: 0.68
31
U-Score
₹582.15
Open →
AARTIINDSmall
Aarti Industries Limited
Chemicals
OVERVALUED

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -555.2%Piotroski: 7/9ROCE: 7%P/E: 34.2D/E: 0.83
20
U-Score
₹492.05
Open →
FACTLarge
Fertilizers and Chemicals Travancore Limited
Chemicals
OVERVALUED

Auto-included from the Agrochemicals tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -4041.6%Piotroski: 5/9ROCE: 9%P/E: 3501.0D/E: 2.79
20
U-Score
₹801.40
Open →
The rationale above is editorial — the ranking uses our U-Score engine so the names you see first are the strongest fundamentals fit, not the most popular or most-mentioned. Re-rank yourself if you weigh valuation or quality differently. All information is for study purposes only — consult your financial advisor before investing.