Understanding the Value Chain of Cold Chain Industry:

Industry is dominated majorly by unorganized player, which leaves plenty of space for organized sector to grow at double digit rate in next 4-5 year

Thread👇🧵
Operational Value Chain

1) Post harvesting, the harvested crops are store in cold storage.
2). These are further processed which includes washing, sorting, grinding and pre-cooling. These services are done in Processing Center.
3). Additional services like Ripening, Chilling and Freezing are also delivered to these processed crops.
4). These processed crops are then again moved to cold storage where they are stored in cooling centers.

This whole value chain requires Cold Chain Logistics Solution.
Value Chain of the Industry:

Cold Storage are used for multiple purpose:
1. Bulk Cold Storage: Long duration storage.
2. Multipurpose Cold storage: Short Term handling of products.
3. Small cold Storage: Pre-Cooling facilities mainly for export oriented items.
4. Frozen Food stored: Freezing facility for Fish, Meat & Dairy Product.
5. Controlled Atmosphere Stores: Technology that can alter the atmospheric gaseous content.
6. Mobile Storage: Mini Small cold storage Centre for storing basic amenities.
Transportation / Distribution:
1. Reefer Trucks: Empowered by integrated diesel driven motor, acting as cold rooms on wheels.
2. Reefer Container: Multi-modal containers with integrated refrigeration equipment. It has a temperature controlled range from -25 to +20°C.
3. Reefer Vessels: Reefer Vessels can carry any frozen or cooled cargo including fruits, vegetables, meat and fish from the range of -30 to +12°C.
Though there is plenty of space available for growth, the cold storage industry is highly capital intensive which makes the business operationally difficult.
We will discuss in our next tweet.

Feel free to join our telegram channel

t.me/thetycoonminds…

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with The Tycoon Mindset

The Tycoon Mindset Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @tycoonmindset05

12 Dec
Zurich axioms - A book on Risk taking, by Max Gunther

@safiranand @jposhaughnessy @Vivek_Investor @BalakrishnanR @Covel @shyamsek @_anshulkhare

#investing
#Bookthread 👇🧵
Switzerland, a country with no strategic or geographical advantage, became the world’s banker by learning how to manage risk and facing it head on.

Zurich axioms are simple rules in order to learn about betting to win.
The First Major Axiom:
ON RISK

- Life is an adventure. In order to experience life to its full potential one has to take meaningful risk.. All Investments are speculation. Some people accept it. some don’t.
Always play for meaningful stakes.
Read 32 tweets
8 Dec
Farm Bill: EXPLAINED! [ITC Ltd. initiative of E-Chaupal]

@dmuthuk @nsitharamanoffc @shyamsek @Capital_Artist @amey_candor @arpit971

(Blog & a Summarized Thread🧵👇👇)

thetycoonmindset.com/finance/farm-b…
Govt. of India recently passed 3 Farm bills relating to Agriculture sector to bring speedy reforms in Agriculture.
To attract more private investments from the big FMCGs like ITC [E-Choupal] and doubling Farmers income by 2022.
1. Farmers’ produce Trade & commerce (Promotion and Facilitation Act), 2020.

- This Act allows farmers to sell their crops to any trader not necessarily to APMC. Before farmers used to sell at APMC but now it can sell it to anyone.
Read 22 tweets
1 Dec
Techno Funda: Potential Multibaggers!

We have Screened 4500+ Bse companies based on Techno funda (ath sales & share price).
And have found some Potential Multibaggers.

@dmuthuk @nooreshtech @rohanmehta_99 @Prashanth_Krish @gvkreddi
#investing

🧵
Techno Funda Stocks - Part 1

@unseenvalue @drprashantmish6 @punitbansal14 @vivbajaj @AnishA_Moonka @nid_rockz

Pharma Sector has seen a huge boost in sales and profits. There are still many companies which have ath sales and profits & are heading towards ath share
Techno Funda - part 2

Auto ancilliary sector has not been performing well. however, there is an increase in sales and if there is an increase in sales and profit in next 2-3 quaters then many stocks in these sectors can become multibagger.

@FI_InvestIndia @AdityaD_Shah
Read 14 tweets
18 Nov
Hindustan Foods Con call was today at 4:00 PM

Here are the Key highlights of the conference call 😀

@drprashantmish6
Updates:
Past few years the growth drivers macro factors are
• GST- This had made good growth in the decentralization of the supply chain making a good place for organised share.
• Consolidation of contract manufacturing companies.
• Digital and E-Commerce increasing demand.
• Achieved the highest sales growth.
• Started the contract manufacturing for toilet cleaner in Sailvassa with capacity of 1000KLPA per day. Plant site was built in 7 months.

Merger:
• Beverage plant in Mysuru in progress.
• Malt Beverages plant in Coimbatore is in progress.
Read 11 tweets
18 Nov
R System Con call was today at 11:00 AM

Here are the Key highlights of the conference call 😀
Business Updates:
• Business is now coming to new normal
• Witnessed good traction using RPA, cloud, IOT, mobility,
and analytics
• Digital offerings continue to contribute over 40% of revenues
• Served 26 Million Dollar+ customer
• QoQ came mostly from volume growth.
• Digital service is expected to grow more than other segment.
• Margin improvement was due to Work from home, saving of travelling cost and rupee depreciation.
Read 5 tweets
9 Nov
VIP Industries Con Call was today at 5 PM!

Here are the Key highlights of the Conference Call😀

@MAJORshailendra @BaluGorade @MrRChaudhary
@equitybulls @SmartSyncServ @Stockcentric1
Updates:

-It will take a year or two to reach at Pre-Covid Levels
-They are trying to get more international business
-Planning to expand their Bangladesh business
-There was some loss in average selling price this quarter
-They are 2nd largest Luggage company in the World
Strategy:

-E-comm sales is 27% and this is going to be their material channel ahead
-It will continue to be in this range
-Amazon and Flipkart would be like their departmental/retail stores and simultaneously they would be having their exclusive stores also
Read 13 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!