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Ekansh Mittal

Jun 13, 2024 • 12 tweets • 7 min read • Read on X

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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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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

@EkanshMittal_KW

Dec 2

Was reading about Sealmatic India

I particularly like Engr. goods cos. with small replacement cycle

They are a lot like FMCG

Sealmatic makes mechanical seals for critical industries like oil & gas, chemical, nuclear, etc

Here's a 🧵 on Seals industry

(1/n)

A seal is a device used to prevent leakage of liquids, gases, oil, chemicals, water, steam, or air from one area to another

It prevents dust and contaminants from entering machinery such as pumps, motors, compressors, engines, and household appliances

(2/n)

Why Seals Are Needed?

- To prevent leakage of liquids, gases, oil, chemicals, water, steam, or air from one area to another
- To prevent product loss
- To ensure safety
- To prevent contamination of clean fluids
- To maintain machine efficiency

(3/n)

Read 10 tweets

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

Oct 17

Recently, was going through details of cos. that make plywood, MDF, etc

Wood panel industry is progressively getting organized

Wood panels include - Plywood, MDF, Particle Boards, Laminates & Decorative Veneer

Here's a small🧵based on the details publicly available

(1/n)

Plywood – Strong, durable furniture and structures

MDF – Smooth, paintable decorative

Particle Board – Low-cost furniture and panels

Laminates – Decorative, scratch-resistant finishes

Veneers – Premium, natural wood look

(2/n)

Wood panel industry reached ₹550-600 billion in FY23‑24, growing ~10% CAGR since FY18

Strong growth in MDF (25% CAGR) and particle board (12% CAGR) highlights rising demand for cost‑effective, versatile engineered wood

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Oct 6

Was reading about Prevest Denpro

Co. manufactures over 100 dental products and is working on developing 3d printers for Dental industry

Dental industry is still underpenetrated in India

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

(1/n)

What are Dental problems?

Dental problems refer to diseases or conditions that affect the teeth, gums, jaw, or mouth

They can range from minor issues like tooth sensitivity to serious infections that may impact overall health

Top 5 Dental Problems in India

(2/n)

Key Dental Specialties

Endodontics: Root canals for infected teeth
Prosthodontics: Replacing missing teeth
Orthodontics: Aligning teeth & jaw
Periodontics: Treating gum & bone issues
Restorative: Fixing damaged teeth
Aesthetic: Enhancing smile
Others: cleanings, etc.

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Sep 29

Was reading about EMS Ltd...co. got listed around 2 yrs back and is into waste water mgmt. and treatment

By 2030, nearly 2/3 of the world may face water stress

Thus, waste water treatment and management industry will play a key role

Here's detailed 🧵 with lots of data

(1/n)

Let us familiarize with key terms:

Sewage: Wastewater from households

Effluent: Wastewater generated from industrial processes

Sludge: Semi-solid by-product generated during Waste water treatment

Flocculants: Agents helping small particles aggregate into larger flocs

(2/n)

Key Sources of waste water generation:

1) Domestic: Toilet, bathrooms, kitchen, rainwater from roof

2) Industrial: Wastewater from Manufacturing Units, Cooling water discharge

3) Agricultural: Irrigation runoff, Animal husbandry, Aquaculture effluents

(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

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