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Ekansh Mittal Profile picture
@EkanshMittal_KW
Jun 19 • 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) 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)

(2/n) Image
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
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) Image
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) Image
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) Image
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) Image
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) Image
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)
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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 Profile picture
Dec 6
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) Image
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) Image
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) Image
Read 10 tweets
Ekansh Mittal Profile picture
Nov 19
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)Image
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) Image
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) Image
Image
Read 10 tweets
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
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
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

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