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Ekansh Mittal Profile picture
@EkanshMittal_KW
Jun 13 • 12 tweets • 7 min read • Read on X
Scrolly
Agrochemical is an important industry for India as we have the largest population to feed to

Last 2 yrs were bad for industry with pricing challenges and excess supply from China

Many stocks are down 50% from highs...have they bottomed out

Some industry details👇

(1/n) Image
Agrochemicals are chemical substance used in agriculture to enhance crop production, protect crops from pests, diseases and weeds and promote agricultural productivity

It refers to pesticides, including fungicides, insecticides, herbicides, and nematicides

(2/n) Image
Types of Agrochemicals:

Pesticides-Includes fungicides, insecticides, herbicides and nematicides & others.

Fertilizers- Nitrogen, Potassium, Phosphorus etc

Others- Biopesticides, Plant growth regulators, Soil Conditioners, Defoliants and Desiccants etc.

(3/n) Image
Forms of Agrochemicals:

- Technical Grade: It refers to the purest form of an "Active Ingredient" in an agrochemical product

- Formulations: These are prepared by blending (AI's) with various additives, solvents, and other ingredients to create ready to use product

(4/n) Image
Key raw materials and dependency on imports

- India heavily depends on imports (around 50%) for many of these raw materials, with China being a significant supplier

- Key raw materials includes intermediates like phosphorus, sulfur and various petrochemical derivatives

(5/n) Image
Key Agrochemicals Companies in India

Indian - UPL, Dhanuka, PI Industries, Rallies India, Insecticides India, Crystal Crop Protection, Bharat Rasayan, Coromandel Int

Global - Syngenta India, Bayer, Corteva, Agriscience, BASF, Sumitomo Chemical, FMC, Monsanto

(6/n) Image
India Agrochemical Market size is estimated at $8.22 billion in 2024, and is expected to reach $13.08 billion by 2029, growing at CAGR of 4% during forecast period (2024-2029)

The global agrochemicals market was estimated at $253.29 bn in 2024

Top Export Countries👇

(7/n)
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According to the latest data released by the WTO,
India has emerged as the 2nd largest exporter of agrochemicals in the world

The rank was sixth, 10 years ago

India is growing as a Leaders in Innovation to Reduce Manufacturing Cost

(8/n) Image
Demand for agrochemical products is influenced by several factors:

- Agricultural Practices
- Population Growth
- Pest and Disease Pressure
- Crop Diversity
- Technological Advancements
- Government Policies and Regulations
- Climate Change
- Upcoming off Patent

(9/n)
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Challenges for the Agrochemical and Crop Protection Industry:

- Regulatory Compliance
- Resistance and Pesticide Tolerance
- Environmental Concerns
- Consumer Awareness
- Availability and Cost of Raw Materials
- Crop Resistance
- Competition
- Cyclical Business

(10/n) Image
Sources Referred:























expertmarketresearch.com/reports/india-…
mordorintelligence.com/industry-repor…
careratings.com/uploads/newsfi…
blueweaveconsulting.com/report/india-c…
theindustryoutlook.com/manufacturing/…
mordorintelligence.com/industry-repor…
apps.fas.usda.gov/opendataweb/ho…
maximizemarketresearch.com/market-report/…
theindustryoutlook.com/services-and-c…
straitsresearch.com/report/agroche…
grandviewresearch.com/industry-analy…
mordorintelligence.com/industry-repor…
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More from @EkanshMittal_KW

Ekansh Mittal Profile picture
Dec 6
Recently came across Sheela foam while tracking Insider trades

Co. is well know for its Sleepwell mattress brand...Stock down 50% + and promoter is buying from market

Decided to look at PU foam industry, here's a small🧵with lots of charts and data

(1/n) Image
India's mattress and home comfort industry is growing rapidly, driven by rising income, urbanization, and sleep health awareness

Flexible PU foam, accounting for 66%-68% of its use in this sector, is replacing traditional cotton or coir in favor of branded products

(2/n) Image
What is PU Foam?

Polyurethane Foam is lightweight, durable polymer made by reacting polyols with isocyanates

It is versatile, available in flexible, rigid, or semi-rigid forms, and widely used in mattresses, furniture, car seats, construction, insulation, and packaging

(3/n) Image
Read 10 tweets
Ekansh Mittal Profile picture
Nov 19
Was recently looking at Permanent Magnets

Makes magnets and parts for magnetic and current sensors for EVs and Smart Meters

Opportunity in both EVs and Smart Meters looks big

Here's small🧵to understand magnets, electrical components, etc. with lots of charts and data

(1/n)Image
What is Magnet?

A magnet is a material that attracts or repels similar materials due to the magnetic field it creates.

The field is strongest near the magnet and weakens with distance, causing strongest attraction or repulsion close to the magnet

(2/n) Image
What is Magnetic Sensor?

It detects and measures magnetic fields, converting them into electronic signals for monitoring or control

It senses changes in magnetic fields from ferromagnetic materials or electric currents, used for position, speed, and current measurement

(3/n) Image
Image
Read 10 tweets
Ekansh Mittal Profile picture
Nov 4
While going through Ramco Systems, came across MRO industry

It's getting a major push due to massive orders for aircraft

With 700+ aircraft in service, 200 need heavy maintenance yearly, a major opportunity for MRO industry

Here's a small🧵with lots of charts and data

(1/n)Image
What is M&E and MRO in Aviation?

Maintenance & Engineering: Covers routine maintenance and major engineering work, from minor repairs to overhauls

MRO: MRO focuses on inspection, repair, and rebuilding of aircraft components, ensuring safety, efficiency, and longevity

(2/n) Image
MRO organizations maintain, repair, and upgrade aircraft, ensuring safety and compliance through skilled inspections and repairs

They handle regular maintenance, resolve issues, and keep detailed records to ensure reliability

(3/n) Image
Read 9 tweets
Ekansh Mittal Profile picture
Sep 20
After a rough 1-2 years, some chemical and chemical-based stocks appear to be showing signs of turnaround

Was looking at Caustic soda co. after the promoters announced preferential allotment

It's a highly cyclical industry...ECU realizations peaked in Nov'22 and seem to have bottomed out around Dec'23

Here's a small 🧵(1/n)Image
What is Caustic Soda?

NaOH is inorganic compound which is highly soluble in water and has capacity to absorb carbon dioxide as well as moisture directly from air

Its chemical name is sodium hydroxide. It is used in making of soap & detergents, drainpipe cleaner etc.

(2/n)
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It is primarily produced through the electrolysis of sodium chloride (NaCl) solution in a process known as the chlor-alkali process

3 main types of processes used

a) Mercury Cell Process

b) Diaphragm Cell Process

c) Membrane Cell Process

(3/n)
Image
Image
Read 12 tweets
Ekansh Mittal Profile picture
Aug 12
Was going through details of Dreamfolks services

It's common to find airports overcrowded these days

Airport lounges have large queues

Thought of understanding how do these lounge aggregator companies make money

Here's a small 🧵on the industry

(1/n) Image
Airport Lounge Service Aggregators - Business model

# Lounge access Membership Fees
# Commission from Airlines and Credit Card Companies
# One Time Day Pass Sales
# Corporate Partnerships
# Value-Added Services
# Affiliate Marketing

(2/n) Image
Airport lounges typically offer a variety of services

# Comfortable seating areas
# Complimentary food and beverages
# Wi-Fi and charging stations
# Business facilities
# Entertainment
# Showers and restrooms
# Spa services
# Sleeping pods
# Personalized services

(3/n) Image
Read 10 tweets
Ekansh Mittal Profile picture
Jul 24
After a rough 1-2 years, some chemical and chemical-based stocks appear to be showing signs of turnaround

Was looking at Caustic soda co. after the promoters announced preferential allotment

It's a highly cyclical industry...ECU realizations peaked in Nov'22 and seem to have bottomed out around Dec'23

Here's a small 🧵(1/n)Image
What is Caustic Soda?

NaOH is inorganic compound which is highly soluble in water and has capacity to absorb carbon dioxide as well as moisture directly from air

Its chemical name is sodium hydroxide. It is used in making of soap & detergents, drainpipe cleaner etc.

(2/n)
Image
Image
It is primarily produced through the electrolysis of sodium chloride (NaCl) solution in a process known as the chlor-alkali process

3 main types of processes used

a) Mercury Cell Process

b) Diaphragm Cell Process

c) Membrane Cell Process

(3/n)
Image
Image
Read 12 tweets

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