Market pulse › Agriculture
Agriculture
Today11 stories · 14 articles
Net tone● −7% today
Market check
Developing5 storylines
Agriculture in three lines
- An edible oil duty cut may boost snack makers’ margins
- Rabi 2026-27 fertiliser demand may rise by 2 lakh tonnes to nearly 350 lakh tonnes
- India’s ethanol industry has nearly 7 billion litres of capacity without a clear market
223 Sept
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628 Sept
Data▼ bearishEl Nino may turn 'very strong' by late 2026, raising risks for India: IRIEl Niño may become “very strong” in late 2026 and early 2027MonsoonCPI inflation
Funding and debt● mixedBalwaan Krishi raises Rs 100 crore in Series B to accelerate affordable farm mechanisation in IndiaStartup fundingStartups and VC
Policy● mixedChina to cut tariffs on US farm goods, but list excludes soybeansChinaTrade and tariffsFarm commodities
Market move● mixedWheat falls as markets monitor Black Sea export prospectsWheat prices fell as markets monitored Black Sea export prospectsFarm commoditiesRussia–Ukraine warGlobal markets
Policy● mixedEdible oil duty cut may boost snack makers’ marginsInput costsFMCG and consumptionFood prices
Policy● mixedImport duty cut on sunflower oil has a significant Russian backdropSunflower oil import-duty cuts intersect with India’s growing edible-oil import dependenceImport dutiesFarm commoditiesRussia
● mixedA 'legendary' rice varietyImproved Kalanamak rice varieties boost yields, while rising demand lifts its value for farmersFarm commodities
● mixedIndia's former top negotiator at WTO. Now he warns of risks in a full-fledged FTA with USA limited US trade deal could benefit India; a broader FTA could pressure agriculture and industryTrade dealsTrade and tariffsUS tariffs
Data▲ bullishDemand estimate of fertilizer for Rabi 2026-27 may be 2 LT higherRabi 2026-27 fertiliser demand may rise by 2 lakh tonnes to nearly 350 lakh tonnesFertilisersMonsoonChambal Fertilizers & Chemicals
● mixedEthanol sector not competing for maize with any sector, says distillers’ associationThe distillers’ association says ethanol production uses coarse cereals to create value for Indian agricultural resources and support energy securitySugar and ethanolFarm commodities
● mixedAgtech: Co-creation, not disruption, is the mantraAI and improving mobile internet offer possibilities to help retailers and farmersAIRetail
Policy▲ bullishGovt to support farmers hit by drought, floods, says Shivraj ChouhanThe Centre will provide all possible support to farmers affected by drought and floods in various statesDroughtMonsoonFertilisers
Policy▲ bullishGOBARdhan could change the economics of India’s rural economyGOBARdhan could create new markets involving farmers, aggregators, entrepreneurs, agricultural businesses and energy producersEconomic growthGDP
● mixedThe crop at the centre of India’s edible oil self-reliance pushPalm oil is central to India’s edible-oil self-reliance and food securityFarm commoditiesFood prices
Data▼ bearishIndia’s ethanol industry faces nearly 7-billion-litre capacity glutNearly 7 billion litres of capacity has no clear marketSugar and ethanolIndian Oil
Legal● mixedCash deposits from farm sales: ITAT rules in favour of Karnataka farmer despite missing expense recordsITAT ruled in favour of a Karnataka farmer over cash deposits from farm sales
Data▼ bearishEl Nino To Hit Pulses, Sugarcane, Oilseeds; Not A Food Security Risk Yet, Says ExpertPulses, sugarcane, oilseeds and cotton are expected to face the sharpest production disruptionsFarm commoditiesSugar and ethanolMonsoon
● mixedBidding On A Better Brew: Dibrugarh Hosts Assam’s First Tea E-AuctionAssam Chai Bazaar held its first tea e-auction in Dibrugarh, with 18 buyers participatingDibrugarh
Policy▼ bearishMaharashtra declares 265 talukas drought-affected and announces relief measures265 of Maharashtra’s 358 talukas, or 74% of the state, were declared drought-affectedMaharashtraDroughtPower sector
Funding and debt● mixedNABARD sanctions ₹195-crore loan to boost fisheries infrastructure in Bihar's SiwanNABARD sanctioned a ₹195-crore loan for fisheries infrastructure in Bihar’s SiwanNABARDInfrastructure
● mixedThe hidden economy of farm waste: How biochar and biogas are changing the gameThe article discusses using farm residue for biochar and biogas
● mixedAn economy built on agriculture needs deeper access to equity capitalIndia’s agricultural growth is expected to rely more on organised businesses, value addition, technology, processing and logisticsEconomic growthShipping and logistics
Policy▼ bearishIndia cuts edible-oil import duties ahead of festivalsEdible-oilseed farmers view the duty cut as an attack on their livelihoodsImport dutiesFarm commoditiesFood prices
Expansion▲ bullishIndia's urea self-reliance push draws 17 proposals worth ₹2 trillion17 proposals worth ₹2 trillion are under examination by the department of fertilizersFertilisersManufacturing
● mixedPODCAST: SCOTUS voter ID ruling, Xi wraps DC visit, New Zealand's farmers (Update)Xi JinpingUS midtermsTaiwan
Market move● mixedSoybean futures rise as traders await US-China trade detailsFarm commoditiesUS–ChinaChina
Market move● mixedGhana raises cocoa farmer price as supply disruptions are expected to persistGhana raised the price paid to cocoa farmers for the 2026-27 seasonGhanaIvory Coast
Data▼ bearishTea output slips, exports drop in January-July 2026Tea output and exports fell during January-July 2026Trade dataTrade and tariffsManufacturing
Results● mixedKRIBHCO announces ₹825 cr profit, 20% dividendKRIBHCO Fertilizers reported a profit of ₹825 cr and declared a 20% dividendFertilisers
Data▲ bullishIndia’s pulses exports see a five-fold growth in past 10 yearsIndia’s pulses exports grew five-fold in 10 yearsFarm commoditiesTrade dataTrade and tariffs
Policy▲ bullishCentre approves interest-free ₹50,000-per-barn loan for Andhra tobacco growersOne-time, interest-free loan of ₹50,000 per barn approved for Andhra Pradesh tobacco farmersMaharashtra
Policy● mixedKarnataka announces Rs 2,500 input subsidy for drought-hit farmers: Dy CM ParameshwaraDrought-hit farmers in Karnataka will receive immediate relief of Rs 2,500 eachDroughtMaharashtra
Data● mixedTamil Nadu likely to receive normal N-E monsoon rainfall: TNAUTamil Nadu’s north-east monsoon rainfall is forecast at 468 mmMonsoonTamil Nadu Newsprint & PapersCoastal Corporation
Broker call▲ bullishOver 55% returns in 6 months! Ventura sees 29% more upside in the short term | Technical outlook with target, stoplossGujarat Narmada Valley Fertilizers & Chemicals shares rose 58% in six monthsGujarat Narmada Valley Fertilizers and ChemicalsFertilisersChemicals
Policy● mixedCentre expands subsidized onion sales to small towns as retail prices double from last yearGovernment is shipping buffer-stock onions to district markets and small townsFood pricesFarm commoditiesInflation
Deal● mixedICAR agri-biz arm ties up with Pidilite Ind, Venkateshwara Hatcheries, Everest Instruments to leverage CSR supportICAR’s agri-business arm partnered with Pidilite Industries, Venkateshwara Hatcheries and Everest InstrumentsPidilite Industries
Expansion▲ bullishDhanuka Agritech launches ‘Polin’ fungicide for paddy cropDhanuka Agritech launched Polin fungicide for paddy cropsDhanuka AgritechAgrochemicalsJapan
Order win● mixedKRIBHCO to import 3-4 lakh tonne of non-urea fertilisers for rabi seasonKRIBHCO plans to import 3-4 lakh tonne of non-urea fertilisers for rabi seasonFertilisersFarm commoditiesTrade and tariffs
Policy▲ bullishGadkari says ethanol can lift farm incomes and cut fuel importsGadkari said greater ethanol use could boost farmers’ incomes and reduce petroleum importsSugar and ethanolFuel pricesNitin Gadkari
Policy● mixedIndia’s Palm Oil Tax Cut Could Boost Earnings For Local Planters, CIMBFarm commoditiesTaxesFood prices
Market move▲ bullishCIS buyers drive up orthodox tea prices in Kochi auctionsCIS buyers drove up orthodox tea prices in Kochi auctionsInflation
Market move▲ bullishPalm slides over 2% on stockpile concerns, set for weekly lossDecember palm contract fell 98 ringgit, or 2.05%, to 4,674 ringgit ($1,146.99)Farm commoditiesMalaysiaCrude oil
Policy● mixedCentre allows sale of excess Andhra Pradesh tobacco for 2025-26 crop seasonThe Centre authorised sales of excess Flue-Cured Virginia tobacco for 2025-26
Policy● mixedEdible oil duty cut may put 8% retail price hikes on holdFood pricesFarm commoditiesFMCG and consumption
Data● mixedIndian agriculture enters new phase as diets, incomes and climate reshape farming: ReportThe first phase of Indian agriculture, roughly 1967 to 1995, focused on achieving food securityFood pricesEconomic growthCPI inflation
Data● mixedSugar imports likely for second yearIndia is likely to import sugar for a second consecutive yearSugar and ethanolTrade dataTrade and tariffs
Order win● mixedTender floated to import 1.7 mt urea ahead of rabi seasonA tender was floated to import 1.7 mt of urea ahead of the rabi seasonFertilisersTrade dataTrade and tariffs
Data▼ bearishFertiliser sales slide as poor rains cloud kharif seasonFertiliser sales declined amid rainfall deficiency and drought-like conditions in several parts of IndiaFertilisersDroughtMonsoon
Policy● mixedGene editing a must to raise yield in India as technologies have no boundary: Seed industrySeed industry says gene editing is essential to raise yields in IndiaAgrochemicalsFertilisers
Data● mixedIndia’s arabica harvest starts early amid dry weatherIndia’s arabica harvest has started early amid dry weatherBrazilFood prices
Data▲ bullishAgriculture Infrastructure Fund loans cross ₹1 trillion as Centre targets post-harvest efficiencyAgriculture Infrastructure Fund loans crossed ₹1 trillionInfrastructureMaharashtra
Policy▼ bearishSEA terms edible oil duty reduction a timely, balanced interventionBCD on crude soybean and palm oil was cut from 10% to 5%Farm commoditiesImport dutiesFood prices
● mixedUS farmers push for China commitments on imports as Trump and Xi talk tradeUS–ChinaTrade and tariffsFarm commodities
Market move● mixedPalm oil faces near-term pressure as rising stocks offset 2027 El Niño supply risksPalm oil output in Malaysia rose month-on-month in September despite below-normal rainfallFarm commoditiesDroughtMonsoon
Market move▼ bearishRising sulphur prices put fertiliser sector under pressure, threaten higher subsidy burdenLanded sulphur prices in India have doubled since January to around $1,050-1,100 a tonneFertilisers
Policy● mixedHere's why Patanjali Foods, AWL Agri and Godrej Agrovet shares will be in focus todayDuty cuts take effect September 24 to bring down edible oil prices for consumersPatanjali FoodsAWL Agri BusinessGodrej Agrovet
▲ bullishBangladesh books over 200,000 tonnes of Indian wheat as Black Sea disruptions tighten supplyImporters have booked more than 200,000 tonnes of Indian wheat since Dhaka lifted restrictions in AugustBangladeshFarm commoditiesTrade and tariffs
Policy▲ bullishCentre cuts import duty on edible oils ahead of festivalsThe Centre cut basic customs duty on crude edible oils to lower landed costsImport dutiesFood pricesInflation
Policy● mixedIndia cuts import duties on edible oils to ease prices ahead of festivalsCustoms duties were cut on crude and refined palm, soybean and sunflower oilsImport dutiesFood pricesFarm commodities