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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.

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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

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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

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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

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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

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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

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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
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)
Image
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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
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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
Ekansh Mittal Profile picture
Jun 27
BOPP & BOPET are key flexible packaging films and there are many listed cos. in this space

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

Stocks are down and some promoters are buying from open market 🧵

(1/n)Image
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

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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) Image
Read 10 tweets
Ekansh Mittal Profile picture
Jun 19
There are quite a few listed Basmati Rice cos. - LT Foods, KRBL, CLSE

Past 2 years have been excellent for basmati rice exporters, with GOI decisions helping them achieve good realizations

Basmati exports were at all time high in FY 24...some details on Basmati rice 🧵

(1/n) Image
Paddy, mainly a Kharif crop in India, requires ample water and is typically sown before the monsoon

# Kharif Crops-sowing time (June-July)
Harvesting time (Nov-Dec)

# Rabi Crops- owing time (June-July)
Harvesting time (Nov-Dec)

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Indian rice is categorized into Basmati and Non-Basmati rice

Basmati rice refers to a unique long-grain species of aromatic rice, which is mostly available in brown or white varieties

It originates from the Indian subcontinent, mainly in India and Pakistan

(3/n) Image
Read 11 tweets

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