Tulsian positive on fertiliser space

SP Tulsian of sptulsian.com is positive on fertiliser space.

Tulsian told CNBC-TV18, "Overall positive view on the fertiliser sector but I am unable to understand that how the government will be able to map out the plan of maybe decontrolling the urea because in my view that is not possible unless and until they freeze the price that this kind of subsidy will be given." He further added, "If you want to decontrol the urea, in my view the entire sector has to migrate from the feed stock of naphtha to the natural gas because if its still couple of years away because there are many companies if you take the case of GNFC, National Fertiliser; they have all been operating at naphtha and there is cost differential, there is additional burden and because of the administered price of urea and I don