Post

How to get URL link on X (Twitter) App

On the Twitter thread, click on or icon on the bottom
Click again on or Share Via icon
Click on Copy Link to Tweet
Paste it above and click "Unroll Thread"!
More info at Twitter Help

Ekansh Mittal

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

Scrolly

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…

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @EkanshMittal_KW

Ekansh Mittal

@EkanshMittal_KW

Nov 4

While going through Ramco Systems, came across MRO industry

It's getting a major push due to massive orders for aircraft

With 700+ aircraft in service, 200 need heavy maintenance yearly, a major opportunity for MRO industry

Here's a small🧵with lots of charts and data

(1/n)

What is M&E and MRO in Aviation?

Maintenance & Engineering: Covers routine maintenance and major engineering work, from minor repairs to overhauls

MRO: MRO focuses on inspection, repair, and rebuilding of aircraft components, ensuring safety, efficiency, and longevity

(2/n)

MRO organizations maintain, repair, and upgrade aircraft, ensuring safety and compliance through skilled inspections and repairs

They handle regular maintenance, resolve issues, and keep detailed records to ensure reliability

(3/n)

Read 9 tweets

Ekansh Mittal

@EkanshMittal_KW

Sep 20

After a rough 1-2 years, some chemical and chemical-based stocks appear to be showing signs of turnaround

Was looking at Caustic soda co. after the promoters announced preferential allotment

It's a highly cyclical industry...ECU realizations peaked in Nov'22 and seem to have bottomed out around Dec'23

Here's a small 🧵(1/n)

What is Caustic Soda?

NaOH is inorganic compound which is highly soluble in water and has capacity to absorb carbon dioxide as well as moisture directly from air

Its chemical name is sodium hydroxide. It is used in making of soap & detergents, drainpipe cleaner etc.

(2/n)

It is primarily produced through the electrolysis of sodium chloride (NaCl) solution in a process known as the chlor-alkali process

3 main types of processes used

a) Mercury Cell Process

b) Diaphragm Cell Process

c) Membrane Cell Process

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Aug 12

Was going through details of Dreamfolks services

It's common to find airports overcrowded these days

Airport lounges have large queues

Thought of understanding how do these lounge aggregator companies make money

Here's a small 🧵on the industry

(1/n)

Airport Lounge Service Aggregators - Business model

# Lounge access Membership Fees
# Commission from Airlines and Credit Card Companies
# One Time Day Pass Sales
# Corporate Partnerships
# Value-Added Services
# Affiliate Marketing

(2/n)

Airport lounges typically offer a variety of services

# Comfortable seating areas
# Complimentary food and beverages
# Wi-Fi and charging stations
# Business facilities
# Entertainment
# Showers and restrooms
# Spa services
# Sleeping pods
# Personalized services

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Jul 24

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Jun 19

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)

Read 11 tweets

Ekansh Mittal

@EkanshMittal_KW

Jun 13

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👇

(1/n)

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

(2/n)

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.

(3/n)

Read 12 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Share this page!

Enter URL or ID to Unroll

Ekansh Mittal

Try unrolling a thread yourself!

More from @EkanshMittal_KW

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Ekansh Mittal

Did Thread Reader help you today?

Don't want to be a Premium member but still want to support us?

Send Email!