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Ekansh Mittal

Jun 27, 2024 • 10 tweets • 5 min read • Read on X

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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 🧵

(1/n)

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)

Key Raw Materials required in Indian Flexible Packaging Films Industry:

Main Feed Stocks
# Natural Gas Liquids
# Ethane
# Propane
# Butane
# Naphtha
# Crude Oil

Key Downstream RM
# Ethylene
# Paraxylene
# Propylene
# Polypropylene
# Ethylene
# Polyethylene

(4/n)

Indian Flexible Packaging Industry was valued at $22 Bn in 2022

Packaging films segment shared $4.7 Bn/ 22% of the Flexible Packaging

(5/n)

Global BOPP films market size is projected to grow from $24.26 Bn in 2020 to $31.42 Bn by 2025

(6/n)

Key Indian Flexible Packaging Players on the basis of topline are

(refer image)

(7/n)

Key Growth Factors for Flexible BO Packaging Industry:

# Expanding Food and Beverage Industry
# Growing Demand for Flexible Packaging
# Technological Advancements
# Emerging Markets
# Industrial Applications

(8/n)

Key Challenges for the Flexible Packaging Films Industry:

# Overcapacity/Oversupply
# Falling Demand
# Intense Competition
# Volatile Raw Material Prices
# Environmental Concerns & Regulations
# Substitutes and Alternatives

(9/n)

Sources referred:

timesofindia.indiatimes.com/blogs/voices/p…
custommarketinsights.com/report/biaxial…
imarcgroup.com/bopp-films-mar…
marketsandmarkets.com/Market-Reports…
datamintelligence.com/research-repor…
chemanalyst.com/industry-repor…
industryarc.com/Report/15186/f…
timesofindia.indiatimes.com/blogs/voices/t…
globenewswire.com/en/news-releas…

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Ekansh Mittal

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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

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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

(3/n)

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Ekansh Mittal

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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)

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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)

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Ekansh Mittal

@EkanshMittal_KW

Nov 19, 2024

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)

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)

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)

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