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
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
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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
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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
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
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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
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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
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
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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
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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