Garware Technical Fibres: An Outlier in a Commoditised Industry

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In this video, we have analysed a business that is seemingly an outlier in a commoditised space. Garware Technical Fibres 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.

Business Analysis - Garware Technical Fibres Ltd

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Time Stamps:

❇️ 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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