[GEOPOLITICAL EVENTS]
Russia-Ukraine escalation — fert exporters lift, edible oil margins squeeze
Coromandel, Chambal, GNFC, UPL benefit; Adani Wilmar, HUL, Nestle margin pressure on edible oil cost
▲ Stocks that benefit4 cos
COROMANDELFertiliser
Coromandel International
Potash/urea supply tightens — domestic fert producers gain pricing
CHAMBLFERTFertiliser
Chambal Fertilisers
Potash/urea supply tightens — domestic fert producers gain pricing
GNFCFertiliser
Gujarat Narmada Valley Fert.
Potash/urea supply tightens — domestic fert producers gain pricing
UPLAgri-Chem
UPL
Potash/urea supply tightens — domestic fert producers gain pricing
▼ Stocks under pressure4 cos
ADANIWILMRFMCG/Edible Oil
Adani Wilmar (Fortune)
Sunflower oil cost spike compresses Fortune oil margin
HINDUNILVRFMCG
HUL
Edible-oil + wheat input cost up — FMCG margin pressure
NESTLEINDFMCG
Nestle India
Edible-oil + wheat input cost up — FMCG margin pressure
ITCFMCG/Tobacco
ITC
Edible-oil + wheat input cost up — FMCG margin pressure
Historical examples
2024-08-06 — Ukraine launches Kursk offensive — Black Sea grain disrupted, fert + edible oil shock
Coromandel rallied 10%+ in following weeks; Adani Wilmar margin guidance cut.
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