Who is Vijay Kedia
Vijay Kedia is an Indian investor, founder and managing director of Kedia Securities Pvt. Ltd., a stock broking firm. He is well known for his investing style and ability to make a portfolio in both bull and bear markets.
Further, Kedia follows the SMILE approach, which stands for small in size, medium in experience, large in aspiration, and extra-large in market potential.
In short, he looks for small companies with big dreams and strong growth potential that can become large, successful businesses over time.
Elecon Engineering Company Ltd is one of the top holdings of investor Vijay Kedia. The company provides engineering solutions to the railway, defence, and industrial sectors.
- Railway Sector: It offers products and services like signalling systems, telecom systems, railway equipment, and electrification solutions.
- Defence Sector: The company supplies equipment such as weapons systems, radar systems, and communication systems for defence use.
- Industrial Sector: It provides automation, process control, and power generation systems for industries.
Top Holding Stocks List
Vijay Kedia Portfolio Sectors-Wise Investment
Industrial Manufacturing:
Vijay Kedia’s investment in companies like Elecon Engineering that focus on capital goods and infrastructure. He believes these businesses will grow in the long term because of India’s industrial development and higher government spending.
Automotive:
He owns shares in companies like Atul Auto and Precision Camshafts. He focuses on niche auto component makers that can benefit from growing vehicle demand in India.
Financial Services:
His portfolio includes financial companies and NBFCs that serve people and small businesses who don’t have easy access to banking. Moreover, he prefers strong companies that can grow as more Indians use credit and banking services.
Chemicals & Speciality Chemicals:
He invests in chemical companies that benefit from global demand and exports. Moreover, he believes this sector has strong long-term growth potential.
Consumer Durables:
Investments like Cera Sanitaryware show his belief in rising middle-class spending and home improvement trends in India.
In short, Vijay Kedia’s investment list is amazing and motivational for beginners to enhance their portfolio.
Vaibhav Global Ltd:
Vaibhav Global Ltd supplies electronic components used in consumer electronics, automobiles, and industrial equipment. Furthermore, its products include PCBs, connectors, sensors, actuators, wiring harnesses, motors, transformers, LED modules, and power supplies.
Sunil Agrawal, Managing Director of Vaibhav Global, shared an update on the company’s Q4 FY25 performance.
The company reported revenue of â‚ą850 crore for the quarter, marking an 8% year-on-year growth. Moreover, Its unique customer base crossed 7.1 lakh, the highest ever for the group.
The Germany business reached EBITDA breakeven, while Ideal World continued to show strong growth. Digital now contributes 41% of overall sales, and PAT grew 62% YoY, supported by operating leverage and cost efficiencies. Further, the balance sheet remains strong with a net cash position of â‚ą170 cr.
Looking ahead, the company expects revenue to grow by 8–12% in FY26, with potential for even stronger growth in the coming years, supported by improving operating efficiency.
FAQs
1. Who is Vijay Kedia?
2. What are the penny stock inwhich Vijay Kedia has invested?
3. Why do investors follow Vijay Kedia’s stock picks?
4. How does Vijay Kedia select stocks?
- Small in size
- Medium in experience
- Innovative management
- Large market opportunity
- Extra-large potential for growth
