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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

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

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

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