What is the collective opinion on this forum on how Symphony is growing? Below are some of the questions i am pondering –
(1) The market size is unquestinably big. With electricity costs rising, high humid climate every year, with 50% market share, I would assume that Symphony can grow easily by 20-30% or so each year in India, but that has not happened in the last 10 years… why?
(2) Their foray into International markets has not seemed to have gone well. Australia was a disaster in a way. They are recovering but in retrospect, was it a good bet and why they could not succeed? They did okay in Mexico but not in Australia.
(3) They are not having high debt which is good. Relatively decent inventory turns. How is their overall capital allocation strategy in your view in the absence of seemingly slow growth over a long term?
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