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Ekansh Mittal Profile picture
@EkanshMittal_KW
Mar 26, 2024 • 12 tweets • 6 min read • Read on X
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Recently, I was going through con-call of Ganesha Ecosphere and read somewhere that there's going to be huge demand for rPET granules in India

Here are some brief details on Recycled PET Industry🧵

Plastic waste has large environmental consequences

Is, Recycling PET= Great Business + Cleaning Environment

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PET stands for Polyethylene Terephthalate, which is a type of polyester commonly used in production of plastic bottles, containers, and packaging

Commonly found in:

· Beverage bottles
· Food packaging
· Clothing (fleece, polyester)
· Other Industrial applications

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Recycled PET (rPET) refers to PET that has been collected, sorted, cleaned, and processed for reuse in new products

It helps conserve virgin materials, reduce landfill waste, and create a more sustainable material cycle

Different Types of Products made from Recycled PET

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The process to recycle PET:

1. Collection
2. Sorting
3. Cleaning
4. Shredding
5. Melting and Reprocessing
6. Manufacturing from pellets

Key raw materials for recycling PET include PET waste (bottles, containers), cleaning agents, and energy for the recycling process

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Benefits of Using Recycled Materials Over Virgin Plastic

1. Recycled materials reduce carbon emissions (30%-80%)
2. Life Cycle Assessments confirm environmental benefits of PET bottle recycling into fibers.
3. Recycled PET offers:
# 40-85% less non-renewable energy use

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Indian rPET market reached a value of $0.80 Bn in 2023, growing at a CAGR of 19.5% during 2017-2023

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Global rPET market size was estimated at $10.8 Bn in 2023 and is expected to grow at a CAGR of 8.5% from 2024-30

Segmental Highest Global Market Share in 2023

o Bottles & containers
o Grade A rPET
o Recycled PET flakes
o The clear rPET segment
o The fiber segment

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Key Players:

Reliance Industries (India)
Indorama Ventures (Thailand)
Coca-Cola (Global)
PepsiCo (Global)
PolyQuest (Mumbai)
Lotte Chemicals (Chennai)
Remondis (Germany)
Plastipak Holdings, Inc.
Ganesha Ecosphere (Kanpur)

Challenges & Opportunities👇

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Latest Govt of India Rules

# The Plastic Waste Management Rules, 2016: It mandate minimum use of recycled plastic content in certain products

# Extended Producer Responsibility (EPR): It holds manufacturers responsible for the end-of-life management of their products

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Global Customers of rPET Products and Recent Developments in rPET Industry:

o Adidas America, Allbirds, Everlane, Patagonia & Nike

o In 2023, US-based bottled water brand Chlorophyll Water announced the launch of new bottles made using 100% recycled PET(rPET)

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Sources referred:













maximizemarketresearch.com/market-report/…
petnology.com/online/news-de…
grandviewresearch.com/industry-analy…
jprecycling.net/plastic/proces…
intcoplastic.com/en/pet-bottle-…
cpcb.nic.in/uploads/plasti…
bseindia.com/corporates/dow…
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More from @EkanshMittal_KW

Ekansh Mittal Profile picture
Feb 12
Everyone talks about "follow the smart money"

But 90% of investors read insider buying data WRONG

Here's the framework I use to separate real conviction from noise:

A masterclass in reading SAST filings 🧵
First, understand the 3 types of insider buying:

1️⃣ Open Market Purchase
→ Promoter buys from secondary market
→ Signal strength: MODERATE

2️⃣ Preferential Allotment
→ Company issues fresh shares to promoter
→ Signal strength: STRONG

3️⃣ Warrant Conversion
→ Promoter converts warrants to equity
→ Signal strength: STRONG (already paid 25% upfront)
🚩 RED FLAGS - Avoid these types of "insider buying":

❌ Inter-se transfers (just moving shares between family members)
❌ Reclassification (converting public to promoter category)
❌ Inheritance/gift transfers
❌ Frequent issuance of shares/warrants

These show ZERO conviction. Just accounting jugglery
Read 7 tweets
Ekansh Mittal Profile picture
Dec 26, 2025
Molecular Diagnostics is a small and fast growing industry in India

There are very few listed players - 3B Blackbio being one of them

Here's a detailed 🧵 on the industry with lots of charts and data

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Molecular diagnostics is gaining prominence as a vital tool for early and accurate  disease detection

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To understand India’s Molecular Diagnostics market, we must first look at the broader Diagnostic Industry

It has 3 major segments:

• Routine Tests
• Clinical Lab Tests
• Speciality / Molecular Diagnostic Tests

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Read 11 tweets
Ekansh Mittal Profile picture
Dec 2, 2025
Was reading about Sealmatic India

I particularly like Engr. goods cos. with small replacement cycle

They are a lot like FMCG

Sealmatic makes mechanical seals for critical industries like oil & gas, chemical, nuclear, etc

Here's a 🧵 on Seals industry

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A seal is a device used to prevent leakage of liquids, gases, oil, chemicals, water, steam, or air from one area to another

It prevents dust and contaminants from entering machinery such as pumps, motors, compressors, engines, and household appliances

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Why Seals Are Needed?

- To prevent leakage of liquids, gases, oil, chemicals, water, steam, or air from one area to another
- To prevent product loss
- To ensure safety
- To prevent contamination of clean fluids
- To maintain machine efficiency

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Read 10 tweets
Ekansh Mittal Profile picture
Oct 29, 2025
Analyzing a banking stock is very different from studying regular listed company

Banks follow unique accounting norms making their analysis distinct

In this 🧵, we’ll simplify key banking terms to help you understand how banks operate

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How Banks Earn Money

Banks take Deposits from their account holder customers and give Loans to others. Bank pay you a small interest and charge borrowers a higher one

The difference = Bank's main profit

That’s where NIM (Net Interest Margin) comes in

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NIM (Net Interest Margin)

NIM = Interest earned on loans – Interest paid on deposits

NIM Margins= (Interest earned on loans – Interest paid on deposits) ÷ Earning Total assets

Higher NIM → better profitability. Lower NIM → rising funding costs or weaker pricing power

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Read 11 tweets
Ekansh Mittal Profile picture
Oct 17, 2025
Recently, was going through details of cos. that make plywood, MDF, etc

Wood panel industry is progressively getting organized

Wood panels include - Plywood, MDF, Particle Boards, Laminates & Decorative Veneer

Here's a small🧵based on the details publicly available

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Plywood – Strong, durable furniture and structures

MDF – Smooth, paintable decorative

Particle Board – Low-cost furniture and panels

Laminates – Decorative, scratch-resistant finishes

Veneers – Premium, natural wood look

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Wood panel industry reached ₹550-600 billion in FY23‑24, growing ~10% CAGR since FY18

Strong growth in MDF (25% CAGR) and particle board (12% CAGR) highlights rising demand for cost‑effective, versatile engineered wood

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Read 12 tweets
Ekansh Mittal Profile picture
Oct 6, 2025
Was reading about Prevest Denpro

Co. manufactures over 100 dental products and is working on developing 3d printers for Dental industry

Dental industry is still underpenetrated in India

Here's a detailed 🧵 with loads of charts and data on Dental industry

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What are Dental problems?

Dental problems refer to diseases or conditions that affect the teeth, gums, jaw, or mouth

They can range from minor issues like tooth sensitivity to serious infections that may impact overall health

Top 5 Dental Problems in India

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Key Dental Specialties

Endodontics: Root canals for infected teeth
Prosthodontics: Replacing missing teeth
Orthodontics: Aligning teeth & jaw
Periodontics: Treating gum & bone issues
Restorative: Fixing damaged teeth
Aesthetic: Enhancing smile
Others: cleanings, etc.

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Read 10 tweets

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