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Ekansh Mittal

Apr 9, 2024 • 7 tweets • 7 min read • Read on X

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I was recently looking at few Edible Oil stocks...simply because some have fallen quite a lot and Promoters seem to be adding to their stake

Here are some details on Edible Oil Industry🧵

India is world's largest importer of edible oils

GOI has launched National Mission on Edible Oils - Oil Palm to boost domestic production

(1/n)

Edible oil refers to any oil that is suitable for human consumption and is used primarily in cooking & food preparation

These oils are extracted from various plant sources such as seeds, nuts, fruits, grains, animals and marine oils

Types of Edible Oils

(2/n)

Key raw materials for edible oil production include crude vegetable oil, phosphoric acid, caustic soda, bleaching earth, water, beta-carotene, antioxidants, and essential oils

Crude oils from oilseeds like coconut, cotton, soybeans, and palm are used

(3/n)

India edible oil market size reached 24.7 Mn Tons in 2023

IMARC Group expects the market to reach 27.9 Mn Tons by 2032, exhibiting 1.35% CAGR during 2024-32

(4/n)

Vegetable oil prices over the last 1 year

(5/n)

Dependency on imports for edible oil

-About 60% of total consumption is imported

-Palm oil, constituting around 40% of consumption, is mainly imported from Indonesia/Malaysia

-Sunflower oil, about 8% of total consumption, is primarily imported from Ukraine (70%) and Russia (20%)

(6/n)

Sources referred:

cloverhealth.com/en/blog/8-type…
en.wikipedia.org/wiki/Cooking_o…
isca.in/IJENS/Archive/…
imarcgroup.com/india-edible-o…
statista.com/outlook/cmo/fo…
en.wikipedia.org/wiki/Vegetable…
aei.ag/2022/07/18/veg…
nmeo.dac.gov.in/Presentations.…
spglobal.com/commodityinsig…
ourworldindata.org/grapher/vegeta…
imarcgroup.com/vegetable-oil-…
researchgate.net/figure/The-Pal…
statista.com/statistics/145…
spglobal.com/commodityinsig…

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More from @EkanshMittal_KW

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

Ekansh Mittal

@EkanshMittal_KW

Jan 29

Indian listed liquor cos. are doing well on the back of premiumization

Indri whiskey a case in point

Alcohol industry is thriving in India driven by rising incomes, evolving lifestyles

Here's a detailed🧵with charts and data

(1/n)

What is Alcohol/Liquor?

Alcohol/Liquor is a beverage made by fermenting or distilling grains, fruits, or sugars. 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 a lower ABV (3-15%)

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

(3/n)

Read 11 tweets

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