Kharif 2025 Sowing Update: Crop Coverage Trends & Investment Insights for Agri Stocks

Kharif 2025 Area Coverage: Key Highlights

As of July 11, 2025, the Department of Agriculture & Farmers’ Welfare reported that total Kharif crop coverage has reached 597.86 lakh hectares, up by 37.27 lakh hectares compared to last year. This increase indicates robust planting activity across various crops, reflecting favorable monsoon conditions and farmer optimism. Here’s a detailed crop-wise overview:

Total Kharif Coverage:

597.86 lakh hectares, up 37.27 lakh ha from last year, indicating an overall expansion in cultivation area.

Rice & Coarse Cereals Surge

🟢 Rice (+11.84 lakh ha) and Bajra (+14.41 lakh ha) planting areas have increased, indicating strong demand for water-efficient cereal seeds and fertilizers.
Sector Focus: Agri‑Seeds & Fertilizers

Pulses: Mixed Outlook

🟢 Moong bean planting has nearly doubled compared to last year, boosting pulse processing companies.
🔴 Arhar acreage has declined slightly, so market players should monitor price volatility in dal markets.

Oilseeds: Facing Pressure

🔴 Soybean area has fallen by 8.75 lakh ha, which may lead to tighter supplies of edible-oilseeds in the coming months.
Sector Focus: Edible Oils & Agri‑Commodities

Sugarcane & Cotton

🟢 Sugarcane area has modestly increased, which is positive for sugar refiners.
🔴 Cotton acreage is down, so textile and raw-material companies should keep an eye on market developments.

Sectors to Watch

• Agri‑Inputs (Fertilizers & Crop Protection)
• Seed Companies
• Edible Oil & Refining
• Sugar & Cotton

Companies Impacted

Fertilizers & Crop Protection

• Coromandel International (CFIL)
• Rashtriya Chemicals & Fertilizers (RCF)
• UPL Ltd.

Seed Manufacturers

• Nuziveedu Seeds
• Kaveri Seed Company

Edible Oils & Processing

• Adani Wilmar
• Patanjali

Sugar Producers

• Balrampur Chini Mills
• Triveni Engineering & Industries

Textiles & Cotton

• Vardhman Textiles
• Raymond Ltd.

Disclaimer

This blog is for informational purposes only and does not constitute investment advice. Readers should conduct their own research before making any investment decisions.