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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

Jun 23

Was looking at Suyog Telematics

It is one of the leading telecom infrastructure provider

Stock is down 50% + from Dec'24 highs...decided to look at it and the industry

Here's a detailed thread on telecom infra industry with lots of charts and data

(1/n)

India's telecom sector, primarily landline voice until early 90s, rapidly evolved. Mid-90s saw wireless mobile services, followed by 2000s' tech boom with MMS, video calling, and internet services: OTT, IoT, and VoIP

Key Segments under Indian Telecom Sector 👇

(2/n)

What are telecom tower companies?

Telecom tower companies build, own and operates telecom towers and provide passive infrastructure to Mobile Network Operators under lease agreements 10-15 years for anchor tenants, ~5 years for others with penalties for early exit

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

May 26

Was recently reading about Symphony...probably the most well known brand in air-coolers space

Stock has returned almost 0 return in last 10 yrs

Few interesting developments are happening so decided to look at Air-coolers industry

Here's a🧵with lots of data and charts

(1/n)

What is Air Cooler?

Also known as an evaporative cooler or swamp cooler, is a low-cost, eco-friendly cooling appliance that cools air through evaporation of water

It is widely used in hot and dry climates, especially in regions where AC may be too expensive

(2/n)

Air cooler works on the principle of evaporative cooling:

1. Water is added to tank

2. Cooling pads soak up water

3. A fan pulls in hot, dry air

4. As air passes through the wet pads, it cools through evaporation

5. The cool, moist air is then blown into the room

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 30

BOPP & BOPET are key flexible packaging films with many listed cos.

BO films industry is facing overcapacity...while volumes are good...oversupply has suppressed prices

Stocks are down and some promoters bought from open market🧵

Research desk -

(1/n) katalystwealth.com

What are Biaxially Oriented (BO) Films?

BO Films are polymer films stretched in both machine and transverse directions during production, enhancing tensile strength, clarity, barrier properties, and dimensional stability

Types of Biaxially Oriented Films (2/n)

Flexible packaging BO films are produced by melting and extruding polymers, then stretching the film biaxially for enhanced properties

Multiple layers can be coextruded for combined benefits. Film is cooled, treated for printability, and cut into rolls for packaging use

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 21

Was looking at Apcotex Industries which I think is the only domestic producer of nitrile & high styrene rubber and 70% demand is met through imports

The company deals in synthetic rubber and synthetic latex

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

(1/n)

a) Synthetic rubber is man-made elastic material used in tires, seals, and industrial goods

b) Synthetic latex is liquid emulsion used in coatings, adhesives, and gloves

Both belong to polymer family, specifically elastomers

(2/n)

Are Synthetic Rubber and Synthetic Latex the same ? No,

# Same raw materials? → Yes (often)

# Same process? → No, latex is made via emulsion polymerization, rubber is processed into solids

# Main difference? → Form (liquid vs solid) and end-use

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 18

After recent fall, certain Sugar stocks are looking interesting

Decided to look at Sugar industry in India in detail

Here's a short🧵

Did You Know?

In India, sugar mills cannot grow their own sugarcane. They rely entirely on farmers for sourcing sugarcane

(1/n)

Sugar is a carbohydrate that provides energy and is naturally found in plants like sugarcane, sugar beets, fruits, and dairy

Sugar is a simple carbohydrate composed of carbon (C), hydrogen (H), and oxygen (O)

(2/n)

Sugar Manufacturing Process:

# Harvesting
# Transportation to Sugar Mills
# Crushing
# Clarification
# Evaporation
# Crystallization
# Centrifugation
# Drying and Packaging

In short, crushing the sugarcane, removing impurities & water, and forming crystals

(3/n)

Read 11 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 3

Did you know Tyres in 2W-4Ws have wires inside them?

Was recently looking at Rajratan Global wire which makes such bead wires used in Tyres

Stock is down from peak of 1,300 to 300 now

Bead wires improve rim grip, air retention and durability

Here's a🧵on Bead wires

(1/n)

What is Tyre Bead Wire?

Tyre Bead wire is steel wire made of high-carbon steel whose surface is plated with brass or bronze

Main function of bead wire is to hold tyre on the rim and to resist the action of the inﬂated pressure, which constantly tries to force it off

(2/n)

Bead wire is the crucial link through which vehicle load is transferred from rim to the tyre, which prevents vibration during driving

It signiﬁcantly affects the safety, strength and the durability of tyres

Tyre bead wire is used in all kinds of automobile tyres

(3/n)

Read 11 tweets

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