Shuchi Nahar's Weekend Blog!

Ethanol production capacities, impact on Farmers, and Government Plans Twitter Handle: @shuchi_nahar Ethanol was rarely discussed in the country about 7-8 years ago. But now ethanol has become one of the major priorities of 21st century India. The focus on ethanol is having a better impact on the environment as well as on the lives of farmers. India’s requirement of ethanol for petrol blending will increase from 173 crore liters in 2019-20 to 1,016 crore liters in 2025-26. To enable the rollout of ethanol production across India, ethanol may be supplied from surplus to deficit states based on the requirements to ensure uniform availability of ethanol blends in the country. To achieve the Modi Administration’s E-20 blending goal by ethanol supply year (ESY) (December-November) 2025, India would need to procure approximately 11 billion liters (BL) of ethanol for blending with petroleum. As of November 2021, India’s concentrated ethanol production capacity totaled slightly above 6 bi

India's Growth Trajectory in Chemical Sector supported by Government Initiatives Twitter Handle: @shuchi_nahar The global chemicals market is valued at around USD 4,738 billion and is expected to grow at 6.2% CAGR reaching USD 6,400 billion by 2024. The Indian chemicals market is valued at USD 166 billion (~4% share in the global chemical industry) and it is expected to reach ~USD 280-300 Bn in the next 5 years, with an anticipated growth of ~12% CAGR. The specialty chemical industry forms ~47% of the domestic chemical market, which is expected to grow at a CAGR of around 11-12% over the same period. Stronger growth lead by Government Initiatives India’s growth story was largely positive based on the strength of domestic absorption and the economy was registering a steady pace of economic growth pre-Covid. Moreover, its other macroeconomic parameters like inflation, fiscal deficit and current account balance had exhibited distinct signs of improvement. Though the pandemic has l

Ethanol - The next big tailwind story Twitter Handle: @shuchi_nahar Introduction Ethanol , also called ethyl alcohol, drinking alcohol, or simply alcohol is simple alcohol that is often abbreviated as EtOH. Ethanol production in India is mainly dominated by sugary feedstock, and C-heavy molasses available from sugar mills. Ethanol produced by fermentation of renewable food crops such as sugarcane, maize, wheat, sorghum, beet, and other starches is called bioethanol, and it is the eco-friendly alternative biofuel. The product is primarily used as a solvent in various industries such as: In addition, ethanol is gaining popularity as an efficient alternative fuel. It has significant penetration in the major end-use industries such as automotive, foods and beverages, chemicals, personal care and cosmetics, and pharmaceuticals. According to the reports, the global ethanol market is projected to grow at a robust CAGR of 4.5% to reach USD 117 Billion by the end of 2027. The primary factors fa

Indian Pharmaceutical Industry Outlook Shuchi.P.Nahar The pharmaceutical sector is at a crossroads. In a heavily disrupted marketplace, characterized by shifting payer attitudes and patient empowerment, neither incremental adjustments nor steady evolution are likely to halt the decline of the traditional pharmaceutical business model. This paper looks ahead to a 2030 scenario to examine the trends revolutionizing the sector trends that we expect to have dramatic impacts.  The Indian pharmaceutical industry has contributed immensely not just to Indian but to global healthcare outcomes. India continues to play a material role in manufacturing various critical, high‐ quality and low‐cost medicines for Indian and global markets. It supplies 50 to 60 % of global demand for many vaccines (including ARVs), 40 % of generics consumed in the US and 25 percent of all the medicines dispensed in the UK . Over the last 5 years, 35 to 38 % of total ANDAs approved (including 25 to 30 percen

Weekend BLOG 4                                                                                                      Shuchi.P.Nahar Disclaimer: So in this blog I have tried to summarize my learning from various research reports justifying the road map for pharma companies in India. All credits to content writers and various reports that are worth reading to have an extra-ordinary idea about pharma sector growth and expansion ahead. Pharma Sector Growth Ahead-2020 The Indian pharmaceuticals market has characteristics that make it unique.  First, branded generics dominate, making up for 70 to 80 per cent of the retail market.  Second, local players have enjoyed a dominant position driven by formulation development capabilities and early investments.  Third, price levels are low, driven by intense competition.  While India ranks 10th globally in terms of value, it is ranked 3rd in volumes. These characteristics present their own opportunities and challenges. An expanding