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Ekansh Mittal

Jun 13 • 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

May 21

Growing power demand in India bodes well for listed Wire and Cable industry players

As per GOI data, electricity demand increased more than 1.5x between 2013-14 and 2022-23, while peak demand grew by 78% +

Here's a small 🧵on Indian Wire & Cable Industry

(1/n)

What is Wire and Cable?

A wire is a metallic conductor, mainly made of copper, that is used for conducting electricity

A cable is a group of wires that are bonded and twisted together for the transmission of electrical or optical signals

(2/n)

Types of Wires

1. Solid Wires - Solid wires are single conductor materials that reduce resistance, suitable for operations within higher frequencies.

2. Stranded Wires - The second type of wire is the stranded wire, which is composed of thin strands twisted together

(3/n)

Read 9 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 9

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)

Read 7 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 26

Recently, I was going through con-call of Ganesha Ecosphere and read somewhere that there's going to be huge demand for rPET granules in India

Here are some brief details on Recycled PET Industry🧵

Plastic waste has large environmental consequences

Is, Recycling PET= Great Business + Cleaning Environment

(1/n)

PET stands for Polyethylene Terephthalate, which is a type of polyester commonly used in production of plastic bottles, containers, and packaging

Commonly found in:

· Beverage bottles
· Food packaging
· Clothing (fleece, polyester)
· Other Industrial applications

(2/n)

Recycled PET (rPET) refers to PET that has been collected, sorted, cleaned, and processed for reuse in new products

It helps conserve virgin materials, reduce landfill waste, and create a more sustainable material cycle

Different Types of Products made from Recycled PET

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 19

I was recently reading about Refex Industries which has made a decent business out of coal and ash handling in the last 5-6 yrs

Here are some brief details about coal and ash handling industry 🧵

Coal ash isn’t just a residue; it’s a valuable versatile byproduct

(1/n)

What is Coal Ash?

Ash is residue remaining after combustion of solid fuels, primarily coal

It consists of inorganic mineral matter present in the coal, along with other materials that are not completely consumed during combustion

Types of Coal Ash

(2/n)

Methods of Ash Handling

Dry Handling

- Involves handling ash in a dry state (i.e. fly ash)
- Pneumatic conveying, mechanical conveyors, and storage silos are used

Wet Handling

- Involves handling ash in a slurry form
- Hydraulic systems transport ash to settling ponds

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 5

Recently I was reading about Rain Industries which manufactures Calcined Petroleum coke (CPC)

Industry seems highly cyclical and here's a brief 🧵on the same

CPC is used as raw material for aluminum, graphite electrodes & steel Industry

~ 85% of global CPC supply is dedicated to aluminium sector

(1/n)

What is Calcined Petroleum Coke (CPC)?

CPC is produced from Green Petroleum Coke, a by-product of Crude Oil Refining, through a process known as "Calcining" that removes moisture and volatile matter from GPC at high temperature

(2/n)

CPC is available in 2 primary qualities:

1) Anode-grade CPC-for aluminum smelting process

2) Industrial grade CPC used in manufacturing titanium dioxide and others

Anode-grade CPC represents more than 75% of global CPC production

Different types of CPC (refer image)

(3/n)

Read 7 tweets

Ekansh Mittal

@EkanshMittal_KW

Nov 23, 2023

Agrochemical is an important industry for India considering we have the largest population to feed to

2022-23 was bad for the industry with pricing challenges and excess supply from China

A lot of stocks are down 50% from highs

Here are some industry details 🧵

(1/n)

Agrochemicals are chemical substances 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 - Bio-Pesticides, Plant growth regulators, Soil conditioners, Defoliants and Desiccants, etc.

(3/n)

Read 11 tweets

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