The recent Chinese ban on sulphuric acid exports and Iran's sulphur supply disruptions are increasing costs for fertilizer companies like Coromandel, RCF, and Chambal, while also exacerbating challenges due to rising global prices. This situation is particularly pressing for Indian firms in the industry.

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.