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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

@EkanshMittal_KW

Jul 8

Was recently looking at India Nippon Electricals

It is one of the largest makers of Automatic Ignition systems for 2Ws and 3Ws

Co. is also focusing on Sensors and controllers space

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Was looking at Suyog Telematics

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Here's a detailed thread on telecom infra industry with lots of charts and data

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India's telecom sector, primarily landline voice until early 90s, rapidly evolved. Mid-90s saw wireless mobile services, followed by 2000s' tech boom with MMS, video calling, and internet services: OTT, IoT, and VoIP

Key Segments under Indian Telecom Sector 👇

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What are telecom tower companies?

Telecom tower companies build, own and operates telecom towers and provide passive infrastructure to Mobile Network Operators under lease agreements 10-15 years for anchor tenants, ~5 years for others with penalties for early exit

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Ekansh Mittal

@EkanshMittal_KW

May 26

Was recently reading about Symphony...probably the most well known brand in air-coolers space

Stock has returned almost 0 return in last 10 yrs

Few interesting developments are happening so decided to look at Air-coolers industry

Here's a🧵with lots of data and charts

(1/n)

What is Air Cooler?

Also known as an evaporative cooler or swamp cooler, is a low-cost, eco-friendly cooling appliance that cools air through evaporation of water

It is widely used in hot and dry climates, especially in regions where AC may be too expensive

(2/n)

Air cooler works on the principle of evaporative cooling:

1. Water is added to tank

2. Cooling pads soak up water

3. A fan pulls in hot, dry air

4. As air passes through the wet pads, it cools through evaporation

5. The cool, moist air is then blown into the room

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 30

BOPP & BOPET are key flexible packaging films with many listed cos.

BO films industry is facing overcapacity...while volumes are good...oversupply has suppressed prices

Stocks are down and some promoters bought from open market🧵

Research desk -

(1/n) katalystwealth.com

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 21

Was looking at Apcotex Industries which I think is the only domestic producer of nitrile & high styrene rubber and 70% demand is met through imports

The company deals in synthetic rubber and synthetic latex

Here's a short 🧵with lots of charts and data on industry

(1/n)

a) Synthetic rubber is man-made elastic material used in tires, seals, and industrial goods

b) Synthetic latex is liquid emulsion used in coatings, adhesives, and gloves

Both belong to polymer family, specifically elastomers

(2/n)

Are Synthetic Rubber and Synthetic Latex the same ? No,

# Same raw materials? → Yes (often)

# Same process? → No, latex is made via emulsion polymerization, rubber is processed into solids

# Main difference? → Form (liquid vs solid) and end-use

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 18

After recent fall, certain Sugar stocks are looking interesting

Decided to look at Sugar industry in India in detail

Here's a short🧵

Did You Know?

In India, sugar mills cannot grow their own sugarcane. They rely entirely on farmers for sourcing sugarcane

(1/n)

Sugar is a carbohydrate that provides energy and is naturally found in plants like sugarcane, sugar beets, fruits, and dairy

Sugar is a simple carbohydrate composed of carbon (C), hydrogen (H), and oxygen (O)

(2/n)

Sugar Manufacturing Process:

# Harvesting
# Transportation to Sugar Mills
# Crushing
# Clarification
# Evaporation
# Crystallization
# Centrifugation
# Drying and Packaging

In short, crushing the sugarcane, removing impurities & water, and forming crystals

(3/n)

Read 11 tweets

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