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Seafarer Overseas Value Fund's investment thesis on UPL, Ltd. ($UPL.NS) — Q1 2026 | Buyside Digest

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$UPL.NSNASDAQUPL, Ltd.

BULL

Seafarer Overseas Value Fund—UPL.NS

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$572.75USD

—

$572.75Pitched

+0.0% since pitch

Market Cap$484.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

An Indian agricultural chemicals provider, UPL was the fund's worst performer due to negative market reaction to its restructuring plan. The market discounted...

— Brent Clayton

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