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Sugar sector: Bitter sweet times

Mar 4, 2009

The sugar sector which was in doldrums over the last two years has been gaining limelight in the last couple of months due to reversal in the sugar cycle and hike in prices. In this article we have a look at what is in store for the sector going forward.

Sugar sector: Bitter-sweet outlook

Jul 23, 2008

With the sugar-crushing season nearly coming to an end, in this article we given an update on the recent happenings and our outlook on the sugar sector.

Sugar Sector: Turning sweet – II

Apr 28, 2008

In the last article, we had given a perspective on the recent demand supply scenario and the happenings in India in the sugar sector. In this article, we shall provide more highlights on the sector.

Sugar Sector: Turning sweet?

Apr 17, 2008

Over the last two years, the sugar sector has been witnessing hard times. Excess production across major producing countries has led the sugar prices to crash. Raw sugar prices were down 14% YoY till November 2007.

Identifying a sugar stock: Do's and Don'ts

Mar 8, 2007

In Views on News, Equitymaster has tried to highlight here some factors one should keep in mind before investing in an Sugar company. Know more

Sugar: Bitter times!

Dec 21, 2006

The sugar sector has been one of the biggest underperformers in last four months and while bull- run has gripped most of the other sectors, a wave of the opposite kind has been flowing across the sugar sector. An unclear view on sugar export, expected surplus of sugar and falling domestic and international prices seem to be the major culprits here.

Sugar: Sweetness left?

Oct 4, 2006

The sugar sector has been in the news in the last two months for all the wrong reasons. Expectations of bumper production have resulted in declining realisations. Sugar prices in the world market are depressed even in the absence of Indian exports. Further, there is also a ban on sugar exports. To add to this, there is the ethanol controversy. In this write-up, we take a look at the changed aspects of the sugar sector and their impact.

Ethanol: A global perspective

Sep 28, 2006

Ethanol has gained importance as a fuel across the globe. Brazil was the first country to evolve this fuel out of sugarcane in the late 1970s. Ethanol production and use is expected to rise strongly and going forward, it will go along with an ever wider geographical spread. Ten years ago, there were only a handful of countries producing ethanol. The largest was Brazil, where ethanol is produced from molasses and sugar cane juice. The US produces mostly corn alcohol and in France, sugar beets are

Ethanol: The next big thing?

Sep 19, 2006

In recent times, there have been talks about the ethanol blending policy of the Indian Government. The government had introduced this policy in December 2002, stipulating a blending ratio of 5% in nine states and union territories. This increased the scope for the ethanol industry in the country. But due to some roadblocks on the pricing and supply between distilleries and oil refining companies, the 5% blending was discontinued in 2003. However, the program again took off in August 2005, when t

Sugar: Still a sweet story?

Jun 28, 2006

The stock markets continue to face tremendous pressure. The fall in stocks across sectors and categories over the last few sessions has been painful for retail investors. Sugar stocks have been one of the worst losers in the recent falls. However, despite the fall in stock prices, the sugar story is still ‘sweet’ from a long-term perspective. For long-term investors, this seems to be a good opportunity to enter the markets and buy stocks at more reasonable valuations. In this write-up, we take a

Sugar: A global perspective

Jun 7, 2006

The sugar market is highly regulated throughout the world. It is produced in over 100 countries with about two- thirds of the output consumed in the country of production. Brazil, India, the EU, Australia and Mexico are the largest producers of sugar. Trade barriers, including production quotas, guaranteed prices and import tariffs, impart a significant degree of distortion to international prices. We analyse the global scenario in brief and its implication on sugar prices.

Sugar: Macro Trends-II

May 24, 2006

In an earlier article, we gave an insight into the production and consumption aspects of the sugar industry. In this article, we take a look at some other aspects.

Sugar: Macro trends

May 22, 2006

India is the largest consumer and second largest producer of sugar in the world. The Rs 500 bn Indian sugar industry is also the second largest in the country’s agro-processing sector. It is a highly fragmented sector (453 operational sugar factories) with the largest private sector player accounting for a mere 3% of the market. India, as the world’s second largest producer of sugarcane (after Brazil) accounts for around 5% of global sugar production.

Sugar: What's so sweet?

Aug 20, 2004

The best performers during the 1QFY05 were not tech, banking or auto stocks sectors, but textile, steel and sugar. Backed by strong demand led hike in prices, the silver metal stocks enjoyed robust profits during the quarter, while textile stocks witnessed a jump in prices on account of the nearing of the WTO quota deadline. While the two sectors have an international event to back up high growth, what led to a rise in sugar stocks?

Sugar: 'Power' for real?

Jul 16, 2004

Sugar stocks have been hogging the limelight over the past couple of months. The activity further intensified post-budget, as the government's agricultural focus is also likely to benefit the industry. Although, the sugar industry did not witness anything in particular during the budget, the presence of the agricultural minister (from the sugar belt) has led to favourable sentiment among the investors. However, lately there have been some noises that sugar companies could probably add to the pow

Sugar: An overview

Jul 2, 2004

A large part (nearly 65%) of the Indian populace is dependent on the agrarian sector for employment as well as survival. The sector contributes nearly 23% to the country’s GDP. Given this backdrop, in this article, we take a look at the Indian sugar industry that plays a major role as far as growth in agricultural sector is concerned.

Marico: Expanding its turf…

Aug 24, 2002

In late 1999 when FMCG major, Hindustan Lever (HLL) acquired ‘Cococare’ (a coconut oil brand) from Recon Oil, many began to feel that Marico Industries’ days as market leader in this segment were numbered. After all, who could forget the heat HLL generated in oral care to put Colgate on the defensive.


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