UPDATE:
Bought Filatex today (5% weight in folio), converting from Vipul organics (reduced from 17% to 12% weight in folio).
Filatex seems like a structurally strong play on PLI, anti-dumping duty and good return metrics beating the industry, with growth coming online in FY22/23, risk is lower end-user demand as lockdowns disrupt textiles producers. It might be technically well positioned for a breakout or a long period of consolidation till next quarterly results (latter more likely).
Vipul was too much concentrated holding anyway, and not so great business quality for such high concentration.
PS: The re-evaluation of Vipul organics was thanks to the facts put forward by, KushalKasliwal
What may still not be clear is the bottomline contribution share between the various segments, but it seems safe to assume a direct mapping from revenue share.