Indian Plastic Pipes and Fittings Industry: A Huge multiyear growth opportunity 📈

-Industry to grow at 12-14%. CAGR over next few years.
-Organised segment accounts for 60-65% market share.

(1/8) Image
Major Growth Drivers-

-Government focus
-Increase in India's per capita plastic consumption.
-Substitution and replacement demand.
- Consolidation in pipes industry.

(2/8) ImageImage
Types of polymers and applications 👇

-Unplasticised Polyvinyl Chloride (UPVC)
- Chlorinated Polyvinyl Chloride (CPVC)
-High-density Polyethylene (HDPE)
-Polypropylene Random (PPR)
-Composite Pipe

(3/8) Image
Growth drivers for the Sector: Irrigation

-Biggest end user for plastic pipes with 45-50% share.
-Huge government focus with several schemes.
-Almost 50% arable land still not irritated .

(4/8) ImageImageImage
Growth drivers for the Sector:Water Supply and Sanitation (WSS)and Plumbing

-Second largest end user segment for pipes with 35-40% share.

(5/8) ImageImage
Growth drivers for the Sector:Real Estate

Huge opportunity in

-Urbanisation
-Growth in tier2 and tier3 cities.
-Affordable Housing
-Government schemes

(6/8) ImageImage
Growth drivers for the Sector:Substitutionand Replacement demand and Industry consolidation

-Organised players gaining market share at the cost of regional players with weak balance sheets.
-Replacement of old pipes and rising demand of cpvc pipes.

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More from @zeeeshansyed

8 Mar
#StockIdea !!

Action Construction Equipments

#ACE

~Market leader in cranes
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~small cap
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Huge opportunity Size for Action Construction Equipments...👌👍

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A short thread on the Few lessons I learned from #MarketWizards Books 📚

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#book #learning

(1/n)
-Know your Edge
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-Risk Management is most important
-Stoploss should be placed a proper levels
-Don't speculate with a Loss
-Take larger positions on high conviction bets
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⚡️⚡️

Having a proper investing style is a culmination of WHO you are and WHAT you want to achieve.

It's about the alignment of your Goals with your Personality which is unique to you only.

Here's a short thread on --

HOW TO DEVELOP YOUR INVESTMENT STYLE?

(1/n)
1. Ask what do I want to achieve through investing/trading?

-How much returns do I want?

-What are my goals and and aspirations that I want fulfilled? What is my priority?

eg. Am I looking for materialistic fulfillment or aiming for financial freedom. Or maybe both?

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2. What is my time horizon?

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STOCK IDEA!!

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Technicals @krishchess 🙏👇
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