The government's approval of a ₹41,500 crore subsidy under the NBS scheme has sparked interest in companies like Coromandel, Paradeep Phosphates, and GSFC. This move is expected to enhance margins, promote pricing stability, and boost demand for phosphatic and potassic fertiliser manufacturers. Additionally, there is a broader optimism that this could benefit urea-producing companies as well.

Fertilizer stocks such as Coromandel, Rashtriya Chem, Rallis India, and Dhanuka Agritech have surged by 5% following the US-Iran ceasefire, according to recent reports. Long-term investors may find potential value in these companies.