“Polyplex Corporation “ Are Good Days Ahead?

However at a portfolio level, it seems they have allocated more money to Uflex vs Polyplex. Reason for this understanding of mine:

1. Market Cap of Uflex > Polyplex
2. Holding of First Water in Uflex > Polyplex

So when we take current market cap of uflex & polyplex and shareholding as of Sep 2024 (assuming more or less shareholding is same) … money invested in Uflex would be more than Polyplex.

Not sure how they would have aligned the portfolio between these two companies post analysing Q2FY2025 results and expectations here onwards.