The harsh portfolio!

@harsh.beria93 Thanks for sharing the updates to portfolio.
I was trying to compare between new entrant to your portfolio, Anuh and the veteran in your portfolio, caplin

To keep my query simple –
Caplin’s margins are way superior – 30% vs 10%
Caplin is at ~ 16 PE and so is Anuh
On market cap to sales parameter caplin is about 4 times whereas Anuh is around 1.1(given the margin difference that sort of expected)
On market cap to cash flow comparison – Caplin 22x vs Anuh 10x.

I am curious to understand your thought process behind going for Anuh while compelling alternative are available at reasonable valuation. Is it because the geography they operate and targeting are diversified compared to say caplin or others, is it because you foresee that their margins will improve significantly, or just because its smaller sized – hence the inertia to grow will be smaller compared to likes of caplin.
Thanks!