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FACT, NFL to RCF: Fertiliser stocks jump up to 19% on Natural Gas Regulation Order, US-Iran war de-escalation buzz

FACT share price emerged as the top gainer among the pack, surging as much as 19%. Rashtriya Chemicals and Fertilizers (RCF) shares rose 12.59%, while National Fertilizers share price advanced 11.81%. Chambal Fertilisers &amp; Chemicals stock price gained 7.16%.

Mar 10, 2026 &03381010202631; 07:38 UTC www.livemint.com

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Positive for markets

Sentiment score: +75/100

High impact Short-term (days)

WHAT THIS MEANS

Indian fertilizer stocks surged significantly following the Natural Gas Regulation Order announcement and US-Iran de-escalation developments. FACT led gains at 19%, with RCF, NFL, and Chambal also posting double-digit percentage increases, driven by expectations of lower input costs and reduced geopolitical risk premiums.

AI CONFIDENCE

85% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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FACT.BO

FACT.BOStock

Expected to rise

Top gainer surging 19% on natural gas regulation favorable to fertilizer producers and geopolitical de-escalation

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RCF.BO

RCF.BOStock

Expected to rise

12.59% gain reflecting lower expected input costs from natural gas price regulation

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NFL.BO

NFL.BOStock

Expected to rise

11.81% advance on improved cost structure and reduced Iran-related supply chain risks

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CHAMBAL.BO

CHAMBAL.BOStock

Expected to rise

7.16% gain from natural gas regulation benefits and de-escalation sentiment

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Oil (WTI Crude)

CL=FCommodity

Expected to decline

US-Iran de-escalation reduces geopolitical oil premium, benefiting fertilizer input costs

PRICE HISTORY

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⚡ SUGGESTED ACTION

Long fertilizer stocks on improved cost structure from natural gas regulation and geopolitical de-escalation. Consider FACT for momentum play given 19% surge, but monitor for profit-taking. Watch natural gas prices and Iran developments for sustainability of gains.

KEY SIGNALS

Natural Gas Regulation Order favorable to fertilizer sector marginsUS-Iran geopolitical tension reduction removes risk premiumLower input cost expectations driving sector-wide rallyFACT showing strongest momentum at 19% gainBroad-based strength across major fertilizer producers

SECTORS INVOLVED

Chemicals & FertilizersAgricultureCommodities

Analysis generated on Mar 11, 2026 at 04:01 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Livemint. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

FACT, NFL to RCF: Fertiliser stocks jump up to 19% on Natural Gas Regulation Order, US-Iran war de-escalation buzz

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