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Ekansh Mittal

Jun 19, 2024 • 11 tweets • 6 min read • Read on X

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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)

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)

(2/n)

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)

Rice Milling involved several processes such as

a) Pre-Cleaning
b) De-stoning
c) Parboiling
d) Husking
e) Husk Aspiration
f) Paddy Separation
g) Whitening
h) Polishing
i) Length wise grading
j) Blending
k) Weight & Packaging

(4/n)

Kharif season is the main rice growing season in India, and accounts for about 84% of the country's total rice production

Over the past decades, the trend in rice production in India has shown a consistent increase in both Kharif and Rabi seasons, with a few fluctuations

(5/n)

Minimum Support Price for Rice:

MSP, set by GOI, ensures farmers receive a guaranteed price for their rice, protecting them from price fluctuations during surplus production years

Over the past decade, MSPs for both Paddy-Common and Paddy-Grade A have consistently risen

(6/n)

Indian basmati rice market in India reached around ₹ 485 Bn/ ₹ 48,510 Crores, and it is predicted that the revenue will cross the mark of ₹ 500 Bn/₹ 50,000 Crores by the end of 2030

Around ~90% of the basmati rice production in the world is contributed from India

(7/n)

India annually exports more than 4 million tons of basmati to Iran, Iraq, Yemen, Saudi Arabia, UAE and USA

Europe is another big market for the rice

(8/n)

Key Trends & Opportunities for Basmati Rice Export from India:

India is the #1 Exporter of rice

1) Export Leader
2) Demand from Middle East
3) Growth of Ethnic Cuisine across the globe & Indian Biryani getting popular
4) Excellent Quality Standards

(9/n)

Sources Referred:

researchgate.net/figure/Rule-ba…
fertiliserindia.com/paddy-crop-gro…
researchgate.net/figure/Rice-pl…
wikifarmer.com/paddy-processi…
exportmandi.com/list-of-major-…
riceexporters.co/blog/differenc…
indiagatefoods.com/blogs/basmati-…
mordorintelligence.com/industry-repor…
datamintelligence.com/research-repor…
industryarc.com/Research/Basma…

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More from @EkanshMittal_KW

Ekansh Mittal

@EkanshMittal_KW

Feb 12

Everyone talks about "follow the smart money"

But 90% of investors read insider buying data WRONG

Here's the framework I use to separate real conviction from noise:

A masterclass in reading SAST filings 🧵

First, understand the 3 types of insider buying:

1️⃣ Open Market Purchase
→ Promoter buys from secondary market
→ Signal strength: MODERATE

2️⃣ Preferential Allotment
→ Company issues fresh shares to promoter
→ Signal strength: STRONG

3️⃣ Warrant Conversion
→ Promoter converts warrants to equity
→ Signal strength: STRONG (already paid 25% upfront)

🚩 RED FLAGS - Avoid these types of "insider buying":

❌ Inter-se transfers (just moving shares between family members)
❌ Reclassification (converting public to promoter category)
❌ Inheritance/gift transfers
❌ Frequent issuance of shares/warrants

These show ZERO conviction. Just accounting jugglery

Read 7 tweets

Ekansh Mittal

@EkanshMittal_KW

Dec 26, 2025

Molecular Diagnostics is a small and fast growing industry in India

There are very few listed players - 3B Blackbio being one of them

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

(1/n)

Molecular diagnostics is gaining prominence as a vital tool for early and accurate disease detection

(2/n)

To understand India’s Molecular Diagnostics market, we must first look at the broader Diagnostic Industry

It has 3 major segments:

• Routine Tests
• Clinical Lab Tests
• Speciality / Molecular Diagnostic Tests

(3/n)

Read 11 tweets

Ekansh Mittal

@EkanshMittal_KW

Dec 2, 2025

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, 2025

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, 2025

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, 2025

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

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