Best Vijay Kedia Portfolio Stocks – Hidden Gems For Long Term?

Who is Vijay Kedia? Born in Kolkata, Vijay Kishanlal Kedia is one of India’s most prominent investors, with a net worth of approximately Rs 1,200 crore. He publicly holds more than 1% shareholding in 16 stocks.

Vijay Kedia’s Journey: Vijay Kedia entered the stock market at the age of 19. After initially trading in stocks with limited success, he moved to Mumbai to gain more exposure and knowledge. Around 2005, he identified companies like Atul Auto, Aegis Logistics, and Cera Sanitaryware, which saw remarkable growth, multiplying more than 100 times in the next decade.

Vijay Kedia’s Investment Philosophy: Kedia primarily invests in small companies with moderate experience that aim to capture a significant market share in the future. He describes his investment philosophy as ‘SMILE.’

Best Vijay Kedia Portfolio Stocks: Let’s dive into Vijay Kedia’s top investment picks:

1. Elecon Engineering Company

An industrial and mechanical engineering firm, Elecon Engineering is India’s largest industrial gear manufacturing company and one of the largest in Asia.
It produces material handling equipment, mining equipment, and industrial geared motors.
Vijay Kedia holds a 1.8% stake in the company valued at Rs 8,471 crore.

2. Affordable Robotic & Automation

ARAPL provides automation solutions to various sectors, including automobile, non-automobile, general, and public sectors.
It serves clients like Eicher, Volvo, Maruti Suzuki, and more.
Kedia holds a 13.4% stake in the company valued at Rs 73 crore.

3. Mahindra Holidays & Resorts India

Part of the Mahindra group, this company is the sixth-largest vacation ownership firm globally.
It operates 143 resorts with a pan-Indian presence.
Kedia holds a 1% stake in the company valued at Rs 69 crore.

4. Precision Camshafts

PCL is a leading camshaft manufacturing company in India with a global presence in 17 countries.
It supplies to prominent OEMs and non-automotive clients.
Kedia holds a 1.2% stake in the company valued at Rs 26.1 crore.

5. Talbros Automotive Components

Established in 1956, Talbros manufactures auto components used in various vehicles.
It has consistently been profitable and reported its highest-ever net profit in FY23.
Kedia owns a 1% stake in the company valued at Rs 13 crore.

Additional Portfolio Stocks: The table below lists more of Vijay Kedia’s portfolio stocks:

Tejas Networks
Atul Auto
Vaibhav Global
Repro India
Patel Engineering Company
Neuland Laboratories
Sudarshan Chemical Industries

Conclusion: Vijay Kedia’s investment prowess lies in identifying companies poised for market leadership and significant market share. While some picks have shown stellar results, others are still in a recovery phase. Investing in underperforming stocks of ace investors holds potential for multi-bagger returns, but it’s important to consider the risks and conduct thorough research. Let’s continue this conversation in the comments below.