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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

Oct 29

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

(1/n)

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

(2/n)

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

(3/n)

Read 11 tweets

Ekansh Mittal

@EkanshMittal_KW

Sep 12

There are many listed liquor cos. in India

So many are moving up the premiumization ladder fueled by rising incomes, shifting lifestyles

Indian Single malts are getting due recognition

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

(1/n)

Alcohol/Liquor is a beverage made by fermenting or distilling grains, fruits, or sugars

Its main ingredient, ethanol, is a psychoactive substance that affects the central nervous system, inducing relaxation, euphoria, or altered perception

Its types

(2/n)

Alcohol Vs Spirit:

Alcohol includes any beverage with ethanol, like beer or wine, made through fermentation and having lower ABV (3-15%)

Spirits, such as whiskey, vodka, are distilled beverages with higher ABV (20-50%+), offering more concentrated and intense flavor

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Sep 1

Was recently reading about Mahindra Logistics because of its mgmt. change and rights issue

When reading about logistics sector, you come across many confusing terms like 2PL, 3PL, FTL, etc.

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

(1/n)

How does the Logistics Mechanism Work?

1. Transportation
2. Warehousing
3. Inventory Management
4. Order Fulfillment
5. Material Handling & Packaging
6. Information Flow & Tracking
7. Reverse Logistics
8. Customer Service
9. Compliance & Documentation

(2/n)

Logistics Models:

2PL providers own trucks and warehouses, offering basic transport or storage

3PL offers end-to-end logistics including warehousing, inventory, and fulfillment.

4PL manages multiple 3PLs, focusing on full supply chain optimization without owning assets

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Jul 8

Was recently looking at India Nippon Electricals

It is one of the largest makers of Automatic Ignition systems for 2Ws and 3Ws

Co. is also focusing on Sensors and controllers space

Here's a short 🧵on Automatic Ignition System and Sensor Industry

(1/n)

Auto component is any part or system that is used to manufacture a vehicle or keep it running

These can be mechanical, electrical, or electronic parts that go into cars, bikes, trucks, buses, and even electric vehicles (EVs)

(2/n)

Automotive ignition system ignites the air-fuel mixture for combustion, ensuring smooth starts, efficient power delivery, and adherence to emission norms

Petrol and Diesel engines use spark plugs, while diesel engines rely on glow plugs for cold starts

(3/n)

Read 11 tweets

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

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