[COMMODITY CYCLES]
Sugar cycle — cane MSP / ethanol blending / export quota
Balrampur Chini, Triveni, DCM Shriram, Bajaj Hindusthan — sugar cycle stocks on cane MSP / ethanol blending / export quota
▲ Stocks that benefit5 cos
EIDPARRYSugar
EID Parry (India)
Sugar cycle move — cane / ethanol / export quota directly hits realisations
BALRAMCHINSugar
Balrampur Chini Mills
Sugar cycle move — cane / ethanol / export quota directly hits realisations
TRIVENISugar
Triveni Engineering
Sugar cycle move — cane / ethanol / export quota directly hits realisations
DCMSHRIRAMSugar
DCM Shriram
Sugar cycle move — cane / ethanol / export quota directly hits realisations
BAJAJHINDSugar
Bajaj Hindusthan Sugar
Sugar cycle move — cane / ethanol / export quota directly hits realisations
Historical examples
2023-10-15 — Centre extends sugar export ban — domestic sugar realisations dip
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