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Ekansh Mittal

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

(1/n)

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

(2/n)

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

(3/n)

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

(4/n)

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

(5/n)

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

(6/n)

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

(7/n)

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👇

(8/n)

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

(9/n)

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)

(10/n)

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

@EkanshMittal_KW

Jun 23

Was looking at Suyog Telematics

It is one of the leading telecom infrastructure provider

Stock is down 50% + from Dec'24 highs...decided to look at it and the industry

Here's a detailed thread on telecom infra industry with lots of charts and data

(1/n)

India's telecom sector, primarily landline voice until early 90s, rapidly evolved. Mid-90s saw wireless mobile services, followed by 2000s' tech boom with MMS, video calling, and internet services: OTT, IoT, and VoIP

Key Segments under Indian Telecom Sector 👇

(2/n)

What are telecom tower companies?

Telecom tower companies build, own and operates telecom towers and provide passive infrastructure to Mobile Network Operators under lease agreements 10-15 years for anchor tenants, ~5 years for others with penalties for early exit

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

May 26

Was recently reading about Symphony...probably the most well known brand in air-coolers space

Stock has returned almost 0 return in last 10 yrs

Few interesting developments are happening so decided to look at Air-coolers industry

Here's a🧵with lots of data and charts

(1/n)

What is Air Cooler?

Also known as an evaporative cooler or swamp cooler, is a low-cost, eco-friendly cooling appliance that cools air through evaporation of water

It is widely used in hot and dry climates, especially in regions where AC may be too expensive

(2/n)

Air cooler works on the principle of evaporative cooling:

1. Water is added to tank

2. Cooling pads soak up water

3. A fan pulls in hot, dry air

4. As air passes through the wet pads, it cools through evaporation

5. The cool, moist air is then blown into the room

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 30

BOPP & BOPET are key flexible packaging films with many listed cos.

BO films industry is facing overcapacity...while volumes are good...oversupply has suppressed prices

Stocks are down and some promoters bought from open market🧵

Research desk -

(1/n) katalystwealth.com

What are Biaxially Oriented (BO) Films?

BO Films are polymer films stretched in both machine and transverse directions during production, enhancing tensile strength, clarity, barrier properties, and dimensional stability

Types of Biaxially Oriented Films (2/n)

Flexible packaging BO films are produced by melting and extruding polymers, then stretching the film biaxially for enhanced properties

Multiple layers can be coextruded for combined benefits. Film is cooled, treated for printability, and cut into rolls for packaging use

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 21

Was looking at Apcotex Industries which I think is the only domestic producer of nitrile & high styrene rubber and 70% demand is met through imports

The company deals in synthetic rubber and synthetic latex

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

(1/n)

a) Synthetic rubber is man-made elastic material used in tires, seals, and industrial goods

b) Synthetic latex is liquid emulsion used in coatings, adhesives, and gloves

Both belong to polymer family, specifically elastomers

(2/n)

Are Synthetic Rubber and Synthetic Latex the same ? No,

# Same raw materials? → Yes (often)

# Same process? → No, latex is made via emulsion polymerization, rubber is processed into solids

# Main difference? → Form (liquid vs solid) and end-use

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 18

After recent fall, certain Sugar stocks are looking interesting

Decided to look at Sugar industry in India in detail

Here's a short🧵

Did You Know?

In India, sugar mills cannot grow their own sugarcane. They rely entirely on farmers for sourcing sugarcane

(1/n)

Sugar is a carbohydrate that provides energy and is naturally found in plants like sugarcane, sugar beets, fruits, and dairy

Sugar is a simple carbohydrate composed of carbon (C), hydrogen (H), and oxygen (O)

(2/n)

Sugar Manufacturing Process:

# Harvesting
# Transportation to Sugar Mills
# Crushing
# Clarification
# Evaporation
# Crystallization
# Centrifugation
# Drying and Packaging

In short, crushing the sugarcane, removing impurities & water, and forming crystals

(3/n)

Read 11 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 3

Did you know Tyres in 2W-4Ws have wires inside them?

Was recently looking at Rajratan Global wire which makes such bead wires used in Tyres

Stock is down from peak of 1,300 to 300 now

Bead wires improve rim grip, air retention and durability

Here's a🧵on Bead wires

(1/n)

What is Tyre Bead Wire?

Tyre Bead wire is steel wire made of high-carbon steel whose surface is plated with brass or bronze

Main function of bead wire is to hold tyre on the rim and to resist the action of the inﬂated pressure, which constantly tries to force it off

(2/n)

Bead wire is the crucial link through which vehicle load is transferred from rim to the tyre, which prevents vibration during driving

It signiﬁcantly affects the safety, strength and the durability of tyres

Tyre bead wire is used in all kinds of automobile tyres

(3/n)

Read 11 tweets

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