Agriculture share price target and research reports

Latest analyst research reports with target prices and PDF download for SECAGRI, Agriculture

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Agriculture

SECTOR | 07 Oct 2023

Agro Chemicals

Agriculture

Prabhudas Lilladhar

Agriculture

SECTOR | 12 Jun 2023

Likely correction in milk procurement prices; model EBITDA margin to expand in H2FY24, YoY

Agriculture

ICICI Securities Limited

Important observations for milk prices: (1) cattle feed prices have stabilized, (2) global SMP prices have corrected 37.6% YoY, (3) there is steady deceleration in milk inflation in South India.

Agriculture

SECTOR | 12 Jun 2023

Negligible correlation between milk production and monsoon deficiency

Agriculture

ICICI Securities Limited

Over FY1992-2022, milk production has grown every year irrespective of deficient or excess rainfall. We note production has increased even in those years when monsoon deficiency was higher than 15%. The correlation coefficient between monsoon deficiency and milk production is just 0.17 over FY1992-2022.

Agriculture

SECTOR | 22 May 2023

Fertilisers

Agriculture

Prabhudas Lilladhar

Agriculture

SECTOR | 26 Dec 2022

The Beat

Agriculture

Prabhudas Lilladhar

Agriculture

SECTOR | 12 Oct 2022

Fertilizers (CRIN / CHMB)

Agriculture

Prabhudas Lilladhar

Agriculture

SECTOR | 19 Sep 2022, 12:00AM

The Beat

Agriculture

Prabhudas Lilladhar

Agriculture

SECTOR | 10 Jun 2022

Expect milk inflation to remain high in FY23

Agriculture

ICICI Securities Limited

Wholesale milk prices continue to increase both MoM and YoY. We note heatwave, higher global SMP prices as well as inflation in cattle feed prices as key reasons for higher milk prices. We model the milk procurement prices to continue to rise in coming quarters with re-opening up of the economy.

Agriculture

SECTOR | 08 Sep 2021

Monthly Update - DAP supply shortages accelerating decline in industry sales

Agriculture

Prabhudas Lilladhar

Fertiliser sales declined 17% YoY in August driven by 48% decline in DAP sales (to 6.5 lakh tons). Urea/NPK sales declined 5%/8% to 2.8/1.1 mn tons. Imported fertiliser sales declined 39% to 0.9 mn tons due to 69%/26% decline...

Agriculture

SECTOR | 04 Aug 2021

Monthly Update - July sales down 10% for the industry

Agriculture

Prabhudas Lilladhar

We have Accumulate rating on CRIN with TP of Rs 991. Higher NB subsidy substantially reduces the impact of rising raw material prices and risk of reduction in volumes due to potential sharp price hikes (~30-50%). Higher subsidy payout and lower MRP coupled with strong underlying demand...

VOTE: What's your call on Agriculture?

28 Votes:

Buy 89.29%

Sell 3.57%

Hold 7.14%