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We at Ambit are constantly trying to stay ahead of the curve by drowning out the noise and looking ahead. In keeping with our long term investment thesis, we like to stay up to date with not just the present impediments faced by your portfolio companies but also long term disruptions which can hit these companies. Hence we will regularly come out with our thoughts on disruptions in your portfolio companies/ sectors and for the 20th volume of this series we have selected Garware Technical Fibres. This note takes a closer look at challenges facing Garware Technical Fibres how the company is placed to tackle those.
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