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Category: Industry note

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Category: Industry note

Industry note, Investment lessons, observation, Sector view, Strategy, Valuation unlocking September 18, 2020
Pa(pe)r excellence

The Indian paper industry is in an transition phase. Few large players, with established capacities and a good grip on the raw material front could gain incremental market share thereby continuing to deliver robust revenue growth. Investments to get the cost structure in place is behind us and most companies…

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