China’s specialty fertilisers export ban creates price pressure, not supply disruption: Elara Securities’ Prashant Biyani

While China’s procedural delays have effectively blocked exports of specialty fertilisers to India, Prashant Biyani, Vice President of Institutional Equities at Elara Securities noted that most listed Indian fertiliser companies operate primarily in the bulk fertiliser segment—urea and phosphate micronutrients—and are only marginally exposed to specialty fertilisers.