How will PM Modi’s Special Krishi Programme change Agri Investment and Pulses Self-Reliance?
About the launch
Prime Minister Narendra Modi inaugurated a special Krishi programme that included the launch of multiple projects and schemes with headline value of roughly ₹42,000 crore. Two flagship schemes announced at the event carry a combined outlay of ₹35,440 crore: the PM Dhan Dhaanya Krishi Yojana (₹24,000 crore) and the Mission for Aatmanirbharta in Pulses (₹11,440 crore). For market positioning and sectoral trade ideas related to these announcements, review our Nifty SEBI Regd Tip within the following market commentary.
What the PM Dhan Dhaanya Krishi Yojana covers
The PM Dhan Dhaanya Krishi Yojana has been launched with an outlay of ₹24,000 crore. Official releases indicate the scheme will focus on district-level interventions in selected low-productivity areas to boost productivity, strengthen post-harvest infrastructure and support diversification efforts. Early rollout plans name selected districts for concentrated development and capacity-building measures.
What the Mission for Aatmanirbharta in Pulses aims to achieve
The Mission for Aatmanirbharta in Pulses carries an allocation of ₹11,440 crore and is framed to raise domestic pulses productivity, expand the cultivated area, and strengthen the value chain—procurement, storage and processing—thereby reducing losses and import dependence over the medium term.
Scale of projects and allied-sector coverage
Alongside the two flagship schemes, the programme included the inauguration and foundation-laying of more than 1,100 projects across agriculture, animal husbandry, fisheries and food processing, bringing the cumulative initiatives announced around the event to roughly ₹42,000 crore in value. These projects span investments in storage, processing, value-add facilities and allied infrastructure.
Market and sectoral implications
Policy-driven capital allocation at this scale tends to benefit equipment suppliers, warehousing and cold-chain providers, food processors and select input makers. For capital markets, the announcements can provide a structural tailwind to stocks exposed to agri-infrastructure, procurement-linked services and pulse-processing value chains, while also shaping commodity flows that feed into near-term pricing dynamics.
Implementation, risks and monitoring
Key implementation risks include district-level execution speed, clarity on procurement and storage modalities, and timely fund disbursement. Traders and risk-managers should watch official rollout circulars, project sanction lists and early tender flows to gauge which suppliers and service providers will capture the first waves of demand; for tactical hedging and derivatives ideas tied to the agri-theme, our BankNifty SEBI Regd Tip discusses applicable option structures and sizing approaches.
Fiscal and timeline considerations
While headline outlays are large, actual fiscal impact will depend on phased spending, central-state cost sharing and the schedule of project approvals. Investors should monitor budgetary notifications, district-level implementation plans and any clarifications on the duration and tranche structure of the two flagship schemes to better assess near-term versus medium-term earnings impact on listed companies.
Investor takeaway
Indian-Share-Tips.com Main Strategist Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, observes that the special Krishi programme combines structural support for farm productivity with near-term demand signals for agri-infra suppliers; investors should prioritise names with clear execution capability and visible tender exposure while managing allocation through phased entry and option-backed protection.
Related Queries
What are the likely winners among listed equipment and processing companies from the ₹42,000 crore projects?
When will the Mission for Aatmanirbharta in Pulses begin showing measurable reductions in import dependence?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
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