Budget 2026: Kisaano ke liye ₹1.7L Cr ka Sahayata Package, Par Global Prices ka Pressure Ab Bhi Hai!

AGRICULTURE
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AuthorAnanya Iyer|Published at:
Budget 2026: Kisaano ke liye ₹1.7L Cr ka Sahayata Package, Par Global Prices ka Pressure Ab Bhi Hai!
Overview

Union Budget 2026-27 mein sarkaar ne kisaano ki madad ke liye fertilizer subsidies par ₹1.7 lakh crore ka amount allocate kiya hai. Ye pichle saal ke revised estimate se thoda zyada hai, kyunki global prices mein bahut utaar-chadhaav chal raha hai.

Toh bhaiyo, Budget 2026-27 mein government ne fertilizer subsidies ke liye ₹1.7 lakh crore nikalne ka announcement kiya hai. Ye amount pichle saal ke ₹1.67 lakh crore ke revised estimate se thoda zyada hai. Ye paisa isliye diya jaa raha hai kyunki duniya bhar mein fertilizer ke daam bahut fluctuate ho rahe hain, sablog geopolitical tensions aur supply chain mein gadbadi ke karan pareshan hain. Par government kisaano ka saath de rahi hai, jo ki desh ki food security ke liye bahut important hai. Is news ke baad, February 1, 2026 ko fertilizer stocks mein mixed reaction dikha, jaise Coromandel International 1.47% upar gaya, toh Deepak Fertilisers 5.27% neeche gir gaya.

Ab industry ki baat karein toh Fertilizer Association of India (FAI) kuch reforms chahti hai. Unki maang hai ki raw materials jaise ammonia aur rock phosphate par customs duty kam kiya jaaye aur urea ko bhi nutrient-based subsidy (NBS) framework mein laya jaaye. Yeh sab karne se desh mein production badhega aur 'Aatmanirbhar Bharat' ka goal bhi pura hoga. Isi beech, Union Fertilizer Minister Jagat Prakash Nada ne ek naya digital e-bill system launch kiya hai. Is system se lagbhag ₹2 lakh crore ki subsidy disbursal ko streamline kiya jayega aur manual kaam kam hoga.

India kafi sare fertilizer components jaise potash aur phosphates ke liye imports par depend karta hai. Is wajah se, jab global prices badhti hain (geopolitical instability aur export restrictions ke karan), toh India mein bhi production cost badh jaati hai. Bade players jaise Coromandel International (Market Cap: ~₹67,000 Cr, P/E: 32.55) aur UPL Ltd. (Market Cap: ~₹65,000 Cr, P/E: 66.25) bhi isi complicated environment mein kaam kar rahe hain. Budget mein amount toh mil gaya hai, par company ka long-term growth tabhi hoga jab external cost pressures aur reforms par focus kiya jayega. Pichhle trends dekhe toh budget allocations aksar stocks ko move karte hain.

Government ka ye sustained support ye dikhata hai ki wo agricultural output maintain rakhna chahti hai aur kisaano ko price shocks se bachana chahti hai. Par industry ko predictable policy support aur domestic manufacturing ko boost karne wale measures chahiye. Balanced fertilization aur organic alternatives par bhi focus badh raha hai, jo sustainable agriculture ke liye zaroori hai.

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