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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

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

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

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