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India's fertiliser subsidy bill for FY26 may exceed the Rs 1.67 lakh crore budget estimate because global DAP prices have risen about 23% since April, from about $650/t to over $800/t. The government is considering a special package for fertiliser companies.
India imports about two-thirds of its roughly 10 million t annual DAP consumption.
Rising subsidy support keeps Indian DAP buying strong and supports global phosphate prices. Import dependence means the price spike passes directly into Indian demand.
在过去 151 次看涨的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.6% 至 +0.9%),20 个交易日内为 +1.9%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。