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Ekansh Mittal

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

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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More from @EkanshMittal_KW

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

Ekansh Mittal

@EkanshMittal_KW

May 21

Growing power demand in India bodes well for listed Wire and Cable industry players

As per GOI data, electricity demand increased more than 1.5x between 2013-14 and 2022-23, while peak demand grew by 78% +

Here's a small 🧵on Indian Wire & Cable Industry

(1/n)

What is Wire and Cable?

A wire is a metallic conductor, mainly made of copper, that is used for conducting electricity

A cable is a group of wires that are bonded and twisted together for the transmission of electrical or optical signals

(2/n)

Types of Wires

1. Solid Wires - Solid wires are single conductor materials that reduce resistance, suitable for operations within higher frequencies.

2. Stranded Wires - The second type of wire is the stranded wire, which is composed of thin strands twisted together

(3/n)

Read 9 tweets

Ekansh Mittal

@EkanshMittal_KW

Apr 9

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

(1/n)

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

(2/n)

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

(3/n)

Read 7 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 26

Recently, I was going through con-call of Ganesha Ecosphere and read somewhere that there's going to be huge demand for rPET granules in India

Here are some brief details on Recycled PET Industry🧵

Plastic waste has large environmental consequences

Is, Recycling PET= Great Business + Cleaning Environment

(1/n)

PET stands for Polyethylene Terephthalate, which is a type of polyester commonly used in production of plastic bottles, containers, and packaging

Commonly found in:

· Beverage bottles
· Food packaging
· Clothing (fleece, polyester)
· Other Industrial applications

(2/n)

Recycled PET (rPET) refers to PET that has been collected, sorted, cleaned, and processed for reuse in new products

It helps conserve virgin materials, reduce landfill waste, and create a more sustainable material cycle

Different Types of Products made from Recycled PET

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 19

I was recently reading about Refex Industries which has made a decent business out of coal and ash handling in the last 5-6 yrs

Here are some brief details about coal and ash handling industry 🧵

Coal ash isn’t just a residue; it’s a valuable versatile byproduct

(1/n)

What is Coal Ash?

Ash is residue remaining after combustion of solid fuels, primarily coal

It consists of inorganic mineral matter present in the coal, along with other materials that are not completely consumed during combustion

Types of Coal Ash

(2/n)

Methods of Ash Handling

Dry Handling

- Involves handling ash in a dry state (i.e. fly ash)
- Pneumatic conveying, mechanical conveyors, and storage silos are used

Wet Handling

- Involves handling ash in a slurry form
- Hydraulic systems transport ash to settling ponds

(3/n)

Read 8 tweets

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