Garware Technical Fibres: An Outlier in a Commoditised Industry

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Garware Technical Fibres: An Outlier in a Commoditised Industry

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Link to join the Platform Businesses Webinar: https://rzp.io/l/RlA260E

Check out our Course (Sectoral Webinars Included): http://www.soic.in/course
Link to join the Speciality Chemicals Webinar: https://soic.in/pay-chemicals
Link to watch the Banking webinar recording: https://soic.in/pay-banking

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Link to the presentation: https://linktr.ee/SOICFINANCE

Disclaimer: We are not SEBI Registered Investment Advisors. This video is for educational purpose only, take the advice of your financial advisor before making any investments.

Interesting article on Garware’s business model: https://issuu.com/fishfarmermagazine/docs/fish_farmer_december_2019/41

In this video, we have analyzed a business that is seemingly an outlier in commoditized space. Name of the company is Garware Technical Fibres, and it stands apart in terms of uniqueness like Balkrishna Industries and AIA Engineering. All these businesses are one of a kind and have differentiated business models. In spite of the positives, Garware falls under our too difficult box due to some issues that we have discussed in the video.

Introduction: (0:00)
Mental Model: (0:52)
Business History: (2:26)
What are technical textiles: (4:42)
Product Segments: (5:55)
Mini Moats: (18:15)
Sources of Risk: (21:28)
Valuation: (23:34)

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