India’s driest June in 12 years, with rainfall nearly 40% below forecast and sharp drops in rice and oilseed sowing, is reshaping expectations for global agriculture and food trade. When a major buyer like India faces weaker crop output, attention often shifts to exporters that can step in to meet demand for staples such as rice, edible oils, pulses, and grains. This article examines how that shock filters through to large listed agriculture and food exporters and highlights 3 stocks from our Global Agriculture and Food Exporters screener that appear closely exposed to this news event.

Sociedad Química y Minera de Chile (SQM)

Overview: Sociedad Química y Minera de Chile is a Chile based producer of specialty plant nutrients, iodine, lithium and other industrial chemicals that feed into agriculture, electronics, pharmaceuticals and electric vehicle batteries across multiple regions worldwide.

Operations: SQM generates most of its revenue from Lithium and Derivatives at about US$3.0b, alongside Specialty Plant Nutrition at about US$1.0b and Iodine and Derivatives at about US$1.1b, with smaller contributions from Potassium, Industrial Chemicals and other income streams.

Market Cap: US$20.0b

Sociedad Química y Minera de Chile provides a mix of global lithium exposure and specialty crop nutrients at a time when India’s weaker monsoon could keep attention on reliable input suppliers. Analysts have highlighted strong earnings growth expectations, supported by recent Q1 results that show higher revenue and net income, while large lithium and iodine operations provide scale and cost advantages relative to smaller producers. At the same time, reliance on external borrowing, exposure to lithium price fluctuations and evolving Chilean regulation introduce important risks. For investors able to accept that trade off, the full investment case extends beyond headline growth figures.

Sociedad Química y Minera de Chile’s earnings momentum and scale in lithium and iodine look powerful, but the real story sits in how those strengths stack up against its regulatory and pricing risks in the 2 key rewards and 1 important warning sign

Mama's Creations (MAMA)

Overview: Mama's Creations is a US based producer of fresh, ready to eat deli foods, selling meatballs, meat loaf, sausages, pasta and rice dishes, olives and other prepared items into supermarket, club, mass retail and food to go sections, as well as through its website and social channels.

Operations: Mama's Creations generates about US$189.2m in revenue from food processing activities, all from customers in the United States.

Market Cap: US$840.6m

Mama's Creations sits at the intersection of rising demand for convenient, fresh prepared foods and tighter global supplies of staples, which can support interest in reliable processors when countries like India look abroad for food products. Expanded distribution into retailers such as Walmart and Target and recent acquisitions are giving the company more shelf space and capacity, while management is targeting higher margins as newer facilities and automation are integrated. At the same time, a very high P/E multiple and reliance on a handful of large retail partners mean expectations are already demanding and execution needs to stay tight. The fuller picture for Mama's Creations, including how those risks balance the growth story, sits beyond these headline factors.

Mama's Creations is racing to scale fresh prepared foods across major US retailers, yet a very high P/E and dependence on a few key partners leave big questions. See how the analyst forecasts for Mama's Creations frames what happens if momentum cools suddenly.

Arcadium Lithium (ALTM)

Overview: Arcadium Lithium is an Ireland based producer of lithium chemicals used in electric vehicle batteries, electronics, agriculture, industrial products, pharmaceuticals and aerospace applications, supplying battery grade hydroxide and carbonate as well as specialty lithium metal products worldwide.

Operations: Arcadium Lithium generates about US$1.0b in revenue from Specialty Chemicals, with demand spread across China, Japan, South Korea, North America, Europe, the Middle East, Africa and the broader Asia Pacific region.

Market Cap: US$6.3b

Arcadium Lithium gives you pure exposure to lithium chemicals that feed into both electric vehicles and crop related products at a time when India’s weak monsoon could keep pressure on global food and input supply chains. Analysts are expecting very strong earnings and revenue growth, yet the stock already trades on a high P/E and carries 100% of its liabilities through external borrowing. As a result, the balance between growth potential and financial risk matters. Add in falling profit margins, a young board with high turnover and management pay rising while earnings declined, and the investment case becomes more complex than a simple growth story tied to lithium and agriculture demand.

Arcadium Lithium’s growth story in batteries and agriculture looks powerful, but the real tension is how that meets its balance sheet and governance issues. Get the full picture in the 1 key reward and 2 important warning signs (1 is major!)

The three stocks in this article are just the starting point. The full Global Agriculture and Food Exporters screener surfaces 8 more large exporters with equally compelling narratives tied to global agriculture and food demand. Use Simply Wall St to identify and analyze the specific catalysts, financial health factors and export profiles that matter to you so you can focus on the highest conviction opportunities in this theme.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.