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 🧵
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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)
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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
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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
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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
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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
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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
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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
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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
BOPP & BOPET are key flexible packaging films and there are many listed cos. in this space
Currently, BO films industry is facing overcapacity...while volumes are good...oversupply has suppressed selling prices
Stocks are down and some promoters are buying from open market 🧵
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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
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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
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👇
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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
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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.
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
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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
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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