The geospatial industry is rapidly emerging as a key component of both India’s and the global economy, driven by innovations in digital technology, policy reforms, and increasing demand for location-based services. At its core, geospatial technology involves the collection, analysis, and interpretation of data that has a geographic or spatial…
Category: Industry Analysis
Industry Analysis
Packaging – BOPP and BOPET
The common terms that are used in plastic packaging are BOPET and BOPP. So below is the clarification of what both of them mean. What Is BOPP and BOPET? Before diving into a comparison, let’s clarify these terms: The Making of the Films: Both BOPP and BOPET undergo biaxial orientation,…
Industry Analysis
Comparison of performance of specialty chemicals companies
Below is the Comparison of performance of specialty chemicals companies over the last 5 years. Though each company is present in a particular value chain and has specific strengths and moats, below numbers give a high level comparison of all the companies in that space. I have posted details about…
Industry Analysis
Indian paints industry
Paints industry India
Industry Analysis
Global battery industry
Following are some of the key numbers about the global and Indian battery industry and the expected evolution of both of them. Global battery industry In terms of revenue, the global battery industry was valued at $111.86 billion in the year 2021 and is projected to reach $423.90 billion by…
Company Analysis
Aarti Industries
Aarti Industries is one the largest specialty chemicals company in India. Below is a quick summary about it. Key points The global chemical industry is around $4 trillion with specialty chemicals being $1 trillion and the commodity chemicals being $ 1 trillion. Of this $4 trillion chemicals industry, India has…
Industry Analysis
Power sector – India
Power sector – India is growing fast to cater to the needs of 1.4 billion Indians. Below are some of the key numbers about the sector. A 1 GW power plant operating at full capacity generates around 8.76 Billion units implying that the current capacity is around 3872 Billion units….
Industry Analysis
Global luggage industry
The Global luggage industry is a key component of the wider global travel industry. The Indian luggage sector is oligopolistic, especially in branded space. VIP had a 43.8% market share in 9M FY23, Safari ~24.1% and Samsonite ~32%, collectively contributing most of the branded Indian luggage. The sector, which in…
Industry Analysis
Indian luggage industry
Indian luggage industry stands at around 10000 crores; which has grown at around 12%-15% CAGR over the last 5 years. It is slated to grow at another 15% over the next 5 years The global industry stands at $50 billion and is expected to grow at 6%-7% CAGR. This implies…
Industry Analysis
Indian automobile industry
Indian automobile industry is an integral part of India’s GDP. Manufacturing constitutes 13%-14% of India GDP. With the focus on make in India and manufacturing capabilities, India would likely take this to a much higher percentage of the GDP. With agriculture GDP growing in very low single digits; For India…