Shuchi Nahar's Weekend Blog!

Hospital sector - The upcoming gem of the Healthcare Sector Twitter Handle: @shuchi_nahar India has emerged as one of the fastest-growing emerging economies over the last two decades, receiving large FDI inflows, which have grown from USD 2.5 Billion in 2000-01 to USD 50 Billion in 2020-21. The healthcare sector, in particular, has received heightened interest from investors over the last few years. In the hospital segment, the expansion of private players to Tier 2 and Tier 3 locations, beyond metropolitan cities, offers an attractive investment opportunity. According to Invest India’s Investment Grid, there are nearly 600 investment opportunities worth USD 32 Billion (INR 2.3 Lakh Crore) in the country’s hospital/medical infrastructure sub-sector. Indian Government initiatives towards development of hospital sector With respect to pharmaceuticals, India can boost domestic manufacturing, supported by recent Government schemes with performance-linked incentives, as part of the Aatm

The evolution is here -  A way towards a sustainable environment Twitter Handle: @shuchi_nahar What is Green Chemistry? Green chemistry is an emerging focus among manufacturing industries that minimizes pollution at a molecular level. Green chemistry is the design of chemical products and processes that reduce or eliminate the use or generation of hazardous substances. Companies are actively designing novel concepts to reduce the emission of hazardous substances and actively switching their production process to green chemistry. The tremendous shift towards Green Chemistry Green chemistry is an emerging focus among manufacturing industries that minimizes pollution at a molecular level. The idea is that companies can adopt new scientific processes to minimize the toll their products take on the environment. Companies are actively designing novel concepts to reduce the emission of hazardous substances. The changes can be as large as changing the entire chemistry or even as small as c

Indian speciality chemical companies are all set with huge CAPEX to cater to the demand Twitter Handle: @shuchi_nahar The Indian chemical industry is one of the fastest-growing industries in the world. Currently, it ranks 3rd in Asia and is the 6th largest market in the world with respect to output, after the US, China, Germany, Japan and South Korea. The industry's growth is mainly driven by consumption growth and export opportunity. Demand for speciality chemicals is owing to their performance-enhancing applications instead of composition. Businesses operating in this sector require deep knowledge and the ability to bring about consistent innovations. The speciality chemicals industry is a mature sector with proven benefits accruing to a wide range of end-use customers. It comprises about 17% of the global chemicals market and is expected to grow at an average of 5.3% between 2019 and 2024, picking up the pace on the back of emerging usage applications in a variety of industria

Rapid Increase in Ethanol Production Capacity Twitter Handle: @shuchi_nahar Two Different types of processes  to produce Ethanol To produce 684 crore liters of ethanol by the sugar industry by 2025-26, sugarcane equivalent to 60 LMT of surplus sugar would be diverted to ethanol. In the current sugar season, 2020-21 more than 20 LMT of sugar is estimated to be diverted. To produce 666 crore liters of ethanol/ alcohol from food grains by 2025-26, about 165 LMT of food grains would be utilized. At present damaged food grain availability is around 40 lakh tons in the country. In 2020-21 approximately 20 lakh ton maize is surplus FCI Rice is also sufficient in stock (266 LMT) and it will continue to remain robust as procurement of paddy/rice at MSP continues at expected levels. The country is producing sufficient food grains and sugar to meet the requirement for ethanol. Molasses-based distilleries have also been offered interest subvention to convert them to dual feed, to convert both

Tata Chemicals -  https://myweekendspot.blogspot.com/2021/02/tata-chemicals-huge-opportunities-ahead.html Twitter Handle: @shuchi_nahar Recent updates about the company The chemical industry can play part in these sustainability solutions – reducing carbon emissions, turning waste into useful products, i.e. circular economy. Tata Chemicals can also play into chemicals going into health and hygiene – it already plays some bit through detergents and other applications of sodium bicarbonate. Grow volumes & maximize realizations in soda ash (price increased in Q2 FY22). Timely execution of capacity expansion: Salt 165k MT by end of FY22. Soda ash demand drivers Demand is likely to remain strong thanks to growing new applications in sustainability solutions. Soda ash demand is likely to pick up from the use of glass panels (flat glass) into solar cells, lithium carbonate (every ton needs one ton of soda ash), and the move to container glasses from plastics. This is likely to drive

Construction chemicals Industry - Unseen opportunities ahead Twitter Handle: @shuchi_nahar Introduction The global construction industry makes up about 12% of the world's GDP and construction is one of the main drivers of growth in almost every economy. The Global Construction & Building Materials Market size was estimated at USD 916.31 billion in 2019 and is expected to reach USD 946.26 billion in 2020, at a CAGR of 5.76% reaching USD 1,282.56 billion by 2025.  A variety of chemicals and advanced materials (CAMs)— ranging from concrete admixtures to polymer composites— are increasingly being used in the buildings and construction industry. Construction CAMs include concrete admixtures, adhesives and sealants, protective coatings, insulation materials, and polymer composites. As with other areas of the specialty chemicals sector, the construction chemicals industry is directly affected by increased globalization, consolidation, and significant consumption growth in rapidly de

CAPEX Acceleration in Indian Chemical Companies -  USD 300 bn  domestic market by 2025 Twitter Handle: @shuchi_nahar India’s chemical industry was estimated to be worth USD 178 billion in FY 2019-20 and has a significant potential to reach USD 300 billion by FY 2024-25. In terms of demand, the industry has grown at approximately 1.3 times the country’s average GDP growth in the last five years and shows a strong linkage with its GDP. Indian specialty chemical sector has grown at 12%+ in the last five years and is well poised to expand its global market share to 7-8% from 4% in the coming years. The structural drivers are in place like global best practice manufacturing standard and R&D capability along with government impetus of make in India policy with pro-growth policies will act as a further catalyst for growth. Further, a global MNC looking at China Plus one strategy will help Indian incumbents to gain market share. In the short to medium term, supply disruptions emerging