Shareholding info is very important to ascertain the flow of smart money. IMHO, monitoring the investing styles of ace investors incl our VP stalwarts will enable you to expand your horizon to look for ideas which suits your investment style. If you see the past numbers (past is not an indicator for the future ) their mkt cap is less than two times of their EBIDTA , EV to EBIDTA ratio is less than 4.5.
I feel it is compelling to add at this level notwithstanding the bear market and market meltdown.
Discl: I am invested and look to add and hence my view is biased.