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National Fertilizers: Should You Buy, Hold, or Sell Right Now?

  • September 3, 2026
  • Posted by: Kunal Singla
  • Category: Market
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National Fertilizers: Should You Buy, Hold, or Sell Right Now?

National Fertilizers share price Rs 70.35 (NSE), roughly flat today. 52-week range Rs 63.35 to Rs 102.97. Q1 FY27 swung to profit of Rs 113.38 crore from a loss YoY.

Quick Answer

National Fertilizers Ltd (NFL) share price is trading around Rs 70, roughly 32 percent below its 52-week high of Rs 102.97 but above its 52-week low of Rs 63.35. Q1 FY27 revenue grew 27.3 percent year on year to Rs 4,511.82 crore, and the company swung to a net profit of Rs 113.38 crore, compared with a net loss of Rs 39.44 crore a year earlier, a genuine turnaround for this PSU urea manufacturer. The stock trades at just 9.4 times earnings, a steep discount to the fertilizer sector average near 23 times. Value-focused investors may see the discount alongside the turnaround as attractive, while others may want to see the improved profitability sustained further.

National Fertilizers share price has fallen well off its 52-week high of Rs 102.97, and NFL share price now trades near Rs 70 on the NSE, above its 52-week low of Rs 63.35. With the company swinging to a profit in Q1 FY27 after a loss a year earlier, investors are asking whether this PSU fertilizer maker is a stock to buy at the current discount, a hold, or a sell given the sector’s policy dependence.

This National Fertilizers stock analysis walks through the Q1 FY27 turnaround, valuation against the fertilizer sector, shareholding pattern and the technical setup, using figures sourced from company disclosures and public filings.

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Table of Contents

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  • About National Fertilizers
  • National Fertilizers Share Price Today: Key Levels
  • National Fertilizers Financial Performance
  • Valuation Check: Is National Fertilizers Share Price Expensive?
  • Technical Signals: What the Chart Shows
  • Shareholding Pattern
  • Why Investors Are Watching National Fertilizers
  • Risks and Factors to Watch
  • National Fertilizers Share Price Target: What the Data Suggests
  • National Fertilizers: Should You Buy, Hold, or Sell Right Now?
  • Conclusion
    • Q1. Is National Fertilizers a good stock to buy right now?
    • Q2. Why did National Fertilizers turn profitable?
    • Q3. What is the National Fertilizers share price today?
    • Q4. What is the National Fertilizers share price target?
    • Q5. What is National Fertilizers’ market capitalisation and PE ratio?
    • Q6. What does National Fertilizers manufacture?

About National Fertilizers

Keep this backdrop in mind when reading the rest of this National Fertilizers share price review. Before deciding on National Fertilizers share price, it helps to understand the underlying business. National Fertilizers Ltd. is a public sector undertaking engaged in the manufacturing and marketing of urea and other fertilizer products, playing a role in India’s agricultural input supply chain. The company’s profitability is significantly influenced by government fertilizer subsidy policy and the timing of subsidy receipts.

As a urea manufacturer, National Fertilizers’ revenue and profit can be affected by natural gas input costs, plant utilisation rates, and the government’s fertilizer subsidy mechanism, which can create meaningful quarter-to-quarter variability in reported profitability.

National Fertilizers Share Price Today: Key Levels

The table below summarises where National Fertilizers share price stands right now against its recent trading range and market value.

Metric Value
National Fertilizers CMP (NSE) Rs 70.35
National Fertilizers CMP (BSE) Rs 70.35
52-Week High Rs 102.97
52-Week Low Rs 63.35
Market Capitalisation Approximately Rs 3,436 crore
NSE Volume (latest session) 1,24,780 shares

National Fertilizers share price is trading in the lower half of its 52-week range, even as the company posted a genuine swing to profitability in the most recent quarter.

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National Fertilizers Financial Performance

Track this line item closely if you are following National Fertilizers share price closely. The National Fertilizers share price trend is closely tied to how these numbers evolve each quarter. National Fertilizers reported Q1 FY27 (June 2026 quarter) revenue of Rs 4,511.82 crore, up 27.3 percent year on year from Rs 3,543.09 crore, and swung to a net profit of Rs 113.38 crore, compared with a net loss of Rs 39.44 crore in the same quarter a year earlier. This continued a positive trend, with the company having also turned profitable in the December 2025 and March 2026 quarters after losses in the June and September 2025 quarters.

For the full year FY26, the company reported revenue of Rs 21,567.86 crore, up 8.4 percent year on year, with net profit of Rs 211.49 crore, up 14.9 percent, showing the turnaround has been sustained over a full year rather than being limited to just the latest quarter.

Period Revenue Net Profit Comment
Q1 FY27 (Jun 2026) Rs 4,511.82 crore Rs 113.38 crore +27.3% revenue, swung to profit from a loss YoY
FY26 (full year) Rs 21,567.86 crore Rs 211.49 crore +8.4% revenue, +14.9% profit YoY

Valuation Check: Is National Fertilizers Share Price Expensive?

It is one of the clearest signals available on National Fertilizers share price today. Any view on National Fertilizers share price should start from these valuation multiples. National Fertilizers share price currently reflects a price to earnings ratio of about 9.4 times trailing earnings, a steep discount to the fertilizer sector average of roughly 23.4 times. The price to book ratio stands near 1.2 times, with return on equity at a modest 7.44 percent, still reflecting the company’s ongoing recovery.

Debt to equity of 1.40 is moderate for a fertilizer manufacturer. Historically, PSU fertilizer companies emerging from loss-making periods have traded at steep discounts until the turnaround is confirmed over multiple years, so the current discount reflects that pattern, with the sustained profitability over the past few quarters being a positive signal worth tracking further.

Technical Signals: What the Chart Shows

Price action here often foreshadows the next move in National Fertilizers share price. National Fertilizers share price is currently positioned about 32 percent below its 52-week high of Rs 102.97 and roughly 11 percent above its 52-week low of Rs 63.35, placing it in the lower half of its annual trading range despite the sustained turnaround in profitability. A stock trading here after several consecutive profitable quarters often reflects the market waiting for a longer track record before fully re-rating a PSU fertilizer company with a history of losses.

Trading volumes remain moderate, so investors should track National Fertilizers share price alongside continued quarterly profitability and government subsidy policy developments, rather than reacting to any single day’s move at these technical levels.

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Shareholding Pattern

Shifts here can influence National Fertilizers share price more than headline news on some sessions. National Fertilizers is majority owned by the Government of India, reflecting its status as a public sector urea manufacturer. A detailed current institutional and public shareholding percentage breakdown was not consistently available across sources at the time of writing and should be verified on the company’s latest exchange filing.

Why Investors Are Watching National Fertilizers

  • Genuine turnaround to profitability: The company has swung from losses to consistent profits over the past several quarters, with Q1 FY27 continuing this positive trend.
  • Steep valuation discount to sector: A 9.4x PE against a 23.4x sector average offers significant valuation cushion given the confirmed turnaround.
  • Strong revenue growth: Q1 FY27 revenue grew 27.3 percent year on year, showing healthy demand for the company’s urea and fertilizer products.
  • Sustained full-year improvement: Full-year FY26 profit grew 14.9 percent year on year, confirming the turnaround extends beyond a single quarter.

Risks and Factors to Watch

  • Government subsidy policy dependence: As a urea manufacturer, National Fertilizers’ profitability is significantly influenced by government fertilizer subsidy policy and the timing of subsidy receipts.
  • Modest return on equity: A 7.44 percent ROE, while improving, remains modest and reflects the company’s still-developing turnaround.
  • Natural gas input cost exposure: As a urea producer, the company’s margins are sensitive to natural gas input costs, a key raw material in fertilizer manufacturing.
  • Historical volatility in quarterly results: The company’s history of alternating between profits and losses in recent years illustrates the inherent volatility possible in PSU fertilizer company earnings.

National Fertilizers Share Price Target: What the Data Suggests

Until then, National Fertilizers share price remains best tracked through live, verified data rather than a single fixed number. National Fertilizers does not have a single widely published, current analyst consensus 12-month share price target consistently available at this time. What the data shows is a PSU fertilizer company that has sustained a turnaround to profitability over several quarters, trading at a steep discount to the fertilizer sector.

Historically, PSU fertilizer companies have re-rated once a turnaround is confirmed over multiple years. Investors who want live, updated research can check the Univest Screener, and should consult a SEBI-registered investment adviser given the sector’s policy dependence.

National Fertilizers: Should You Buy, Hold, or Sell Right Now?

This is the core question behind National Fertilizers share price right now. The National Fertilizers buy or sell decision depends on your confidence that the recent turnaround to profitability is durable.

The case for buying: Value-focused investors who see the steep discount to sector PE combined with the sustained turnaround to profitability as an opportunity may find the current price near its lows an attractive entry point.

The case for holding: Existing shareholders who already track National Fertilizers’ turnaround may prefer to stay invested and monitor continued quarterly profitability.

The case for trimming or waiting: Investors wanting a longer track record before committing significant capital, given the company’s history of earnings volatility, may prefer to track a few more quarters.

Historically, PSU fertilizer turnarounds have rewarded patient investors, so weigh this against your own risk tolerance and consult a SEBI-registered investment adviser if unsure.

Conclusion

National Fertilizers share price reflects a PSU urea manufacturer that has sustained a genuine turnaround to profitability over several quarters, trading at a steep discount to the fertilizer sector. Whether that makes the stock a buy, a hold or a sell right now depends on your confidence that this turnaround is durable. This article is for informational purposes and not a personalised investment recommendation.

Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).

Q1. Is National Fertilizers a good stock to buy right now?

Ans. National Fertilizers swung to a Q1 FY27 profit of Rs 113.38 crore from a loss a year earlier, continuing a sustained turnaround also reflected in FY26’s 14.9 percent profit growth. The stock trades at a steep discount to the fertilizer sector, which may appeal to value-focused investors.

Q2. Why did National Fertilizers turn profitable?

Ans. National Fertilizers swung to a Q1 FY27 net profit of Rs 113.38 crore from a loss of Rs 39.44 crore a year earlier, continuing a positive trend seen over the preceding several quarters, likely supported by improved plant utilisation and fertilizer subsidy dynamics.

Q3. What is the National Fertilizers share price today?

Ans. National Fertilizers share price is trading around Rs 70 on the NSE. The stock’s 52-week high is Rs 102.97 and its 52-week low is Rs 63.35.

Q4. What is the National Fertilizers share price target?

Ans. National Fertilizers does not have a single widely published, current analyst consensus 12-month share price target consistently available at this time. Investors can check live research on the Univest Screener and consult a SEBI-registered adviser.

Q5. What is National Fertilizers’ market capitalisation and PE ratio?

Ans. National Fertilizers has a market capitalisation of approximately Rs 3,436 crore and trades at a price to earnings ratio of about 9.4 times, a steep discount to the fertilizer sector average PE of roughly 23.4 times.

Q6. What does National Fertilizers manufacture?

Ans. National Fertilizers is a public sector undertaking engaged in manufacturing and marketing urea and other fertilizer products, playing a role in India’s agricultural input supply chain.



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Author: Kunal Singla
Kunal Singla is the Associate Director - Research at Univest, leading quantitative equity research, intraday trading setups, and derivatives strategy. With 4+ years of experience in Indian equity markets, he combines rigorous quantitative methods with classical technical analysis to build high-conviction research frameworks for retail and advisory clients. He holds an MSc from the Indian Institute of Technology (IIT) Delhi — one of India's most selective institutions — and has completed the Certificate in Quantitative Finance (CQF), a globally recognised programme covering derivatives pricing, risk modelling, machine learning for finance, and advanced portfolio theory. This combination places him in a small group of Indian analysts with both deep academic training in quantitative methods and SEBI-recognised research credentials. Kunal holds seven SEBI-recognised NISM certifications spanning research, derivatives, portfolio management, and securities operations: Series-XV (Research Analyst), Series-XXI-A (Portfolio Managers), Series-XVI (Commodity Derivatives), Series-VIII (Equity Derivatives), Series-VII (SORM), Series-V-A (Mutual Fund Distributors), and Series-I (Currency Derivatives). At Univest — India's SEBI-registered research and advisory platform — Kunal leads research inputs for Pro Lite, Pro Super, Pro Gold, and Pro Commodity advisory services, alongside publishing intraday stock picks on Univest Blogs.

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