Post

How to get URL link on X (Twitter) App

On the Twitter thread, click on or icon on the bottom
Click again on or Share Via icon
Click on Copy Link to Tweet
Paste it above and click "Unroll Thread"!
More info at Twitter Help

Ekansh Mittal

Jun 13, 2024 • 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)

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…

@threadreaderapp unroll

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @EkanshMittal_KW

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

Ekansh Mittal

@EkanshMittal_KW

Jan 20

In modern packaging, printing product info is legal obligation and key to consumer trust

Coding and marking products by listed co. Control Print ensure traceability, brand protection, compliance

Coding and marking is oligopoly market

Here's a🧵with charts and data (1/n)

Coding and marking involves printing or embossing critical information like:

manufacturing dates,
expiry dates,
batch numbers,
barcodes,
QR codes, and
tracking data directly onto product packaging, surfaces, or labels

(2/n)

Why do we need Coding & Marking?

-Product Identification
-Traceability
- Regulatory Compliance
-Consumer Safety & Confidence
-Brand Protection & Anti-Counterfeiting
-Inventory Management
-Marketing
-Quality Assurance
-Environmental & Recycling Information
-Legal aspect

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Jan 14

I was recently looking at HMA Agro

It got listed in Jul'23 and is one the largest exporters of Buffalo meat from India

In fact, in 2021 India ranked as 4th largest buffalo meat exporter in the world

Here's a detailed🧵on the industry with lots of charts and data

(1/n)

You can check out our research and stock recommendations @

India is 5th largest buffalo meat producer in world and accounts for 43% of the world buffalo meat production

Share of buffalo meat exports was highest at around 70%

(2/n) katalystwealth.com

Buffalo meat is valued for its tenderness, flavor, texture, and marbling. High-quality meat is firm, fine-grained, lean, bright red, and well-marbled

Meat has eight primal cuts: brisket, shank, rib, loin, round, chuck, flank, and short plate

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Jan 4

Was recently reading about Aries Agro which supplies micronutrients for plants

Farmers often prioritize pest control over nutrients, hindering optimal crop health; however, micronutrients correct imbalances in soil

A short🧵on micronutrients with lots of charts and data

(1/n)

What are Micronutrients?

These are essential trace elements vital for growth and health in living organisms

Unlike macronutrients, they don't provide primary energy but are crucial for various bodily functions. They correct soil imbalances, boosting crop productivity

(2/n)

Why Do Plants Need Nutrients?

Plants require 16 essential nutrients for growth and development

These include carbon (C), oxygen (O), and hydrogen (H), which they obtain from water and air

The remaining nutrients are absorbed from the soil

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Dec 6, 2024

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)

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)

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)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Nov 19, 2024

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)

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)

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)

Read 10 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Share this page!

Enter URL or ID to Unroll

Ekansh Mittal

Try unrolling a thread yourself!

More from @EkanshMittal_KW

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Did Thread Reader help you today?

Don't want to be a Premium member but still want to support us?

Send Email!