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About Indian Potash Limited (IPL)

Established in 1955, Indian Potash Limited (IPL) is one of India’s largest fertilizer companies, playing a pivotal role in ensuring the availability of critical crop nutrients. With nearly 60–65% market share in Muriate of Potash (MOP) and the second-largest share in Di-Ammonium Phosphate (DAP), IPL is a leader in India’s fertilizer sector. Its wide distribution network connects international suppliers with farmers, cooperatives, and state federations, making it an integral part of India’s food security and agricultural growth.

Product Portfolio

IPL’s offerings include:

  • DAP (Di-Ammonium Phosphate): Accounts for nearly 60% of turnover; essential for crop maturity.

  • MOP (Muriate of Potash): Crucial for crop quality and disease resistance.

  • Urea & Complex Fertilizers: Ensuring balanced nutrient supply.

Agri-Products: Dairy, sugar, cattle feed, and other allied activities

Indian Potash Limited

Business Model & Subsidy Framework

IPL operates under the Nutrient-Based Subsidy (NBS) scheme. Fertilizers are sold at government-fixed prices, and the gap between import cost and selling price is reimbursed by the government. This ensures affordability for farmers while allowing companies like IPL to manage large-scale imports

Indian Potash Limited

       Diversification Beyond Fertilizers

Apart from fertilizers, IPL has expanded into:

  • Sugar & Ethanol: Acquisition of cooperative mills and ethanol production aligns with India’s biofuel policy.

  • Dairy & Cattle Feed: Adding steady domestic demand and diversification of revenue

Financial Highlights (FY25)

  • Revenue: ₹20,688 crore (down 1.2% YoY).

  • EBITDA: ₹1,305 crore, up 87% due to compensation packages and lower expenses.

  • PAT: ₹1,661 crore, up 32.1% despite sales decline.

Forex Impact: ₹54 crore loss, lower than ₹267 crore last year, but highlighting volatility risks

Indian Potash Limited

SWOT Snapshot

Strengths: Market leadership in MOP & DAP, pan-India distribution, strong supplier ties.

Weaknesses: Dependence on imports and subsidies, forex volatility.

Opportunities: Ethanol blending, agri-tech adoption, dairy expansion.

Threats: Policy changes, global commodity volatility, climate shocks

Outlook

With India’s foodgrain production expected to rise due to favorable monsoons and government support, the demand for fertilizers remains strong. IPL’s dominance in potash, diversification into ethanol and dairy, and alignment with national agricultural priorities position it as a cornerstone in India’s growth story.