Fertiliser sector poised for capex revival under NIPU-2026
pre-market1 source ↓written by the desknot a recommendation
- commissioning expected
- 3.5-4 years
ICRA forecasts a capex of ₹80,000-90,000 cr in the domestic urea sector over the next six months, with commissioning expected in 3.5-4 years. This follows the Government of India's New Investment Policy for Urea-2026, aimed at enhancing self-sufficiency by 2030-31. However, reliance on imported natural gas remains a concern, necessitating diversification of sourcing contracts.
Not investment advice. For informational purposes only.