Vijay Kedia Portfolio: Stock Holdings and Investment Strategy

Who is Vijay Kedia?

What sets Vijay Kedia apart is not just his stock choices but how he arrives at them. He studies how businesses behave across cycles, how promoters act under pressure, and how small companies prepare for scale long before the market notices. This ability to read patterns beyond financial statements helps him spot companies with real potential early and stay invested until their strength becomes visible to everyone else.

Vijay Kedia Portfolio: Major Holdings

Atul Auto

Atul Auto operates in the three-wheeler segment and has built a strong presence with its range of passenger and cargo vehicles. The company benefits from steady demand in both domestic and export markets.

Neuland Laboratories

Neuland Labs is a leading manufacturer of active pharmaceutical ingredients (APIs). It focuses on complex molecules and supplies to global pharma companies, making it an important player in the API ecosystem.

Sudarshan Chemical Industries

Sudarshan Chemical is one of India’s top pigment and speciality chemical producers. The company has a diverse product range and a strong export base across coatings, plastics, and cosmetics.

Elecon Engineering Company

Elecon Engineering is a major industrial manufacturer known for its material handling equipment and industrial gear systems. It plays a key role in sectors such as mining, power, and infrastructure.

Early Life and Career

Vijay Kedia was born in Kolkata in 1962 and grew up around stockbroking. He entered the market at 19 after his father passed away and took over the family’s trading work. His early years were tough, and repeated losses pushed him to rethink how the market works. Instead of trading quickly, he started studying business cycles, promoter behaviour, and sector trends.

His turning point came in the late 1980s when a ₹35,000 investment in Punjab Tractors multiplied several times. His next major success was ACC, which he bought for around ₹300 and sold near ₹3,000. These wins built both confidence and capital.

As he gained experience, Kedia realised that stock prices eventually follow business quality. This clarity led him to set up Kedia Securities Pvt. Ltd. and focus on long-term investing. Over the years, he built a reputation for backing small companies with strong promoters and the potential to scale. His approach stayed simple: pick a sound business, trust capable management, and hold long enough for compounding to work.

Vijay Kedia’s Recent Investment Pattern

1. Many long-term holdings, such as Atul Auto, Neuland Labs, Vaibhav Global, and Innovators Facade, stay unchanged. This shows that Kedia prefers holding strong companies for years.
2. The portfolio now includes TAC Infosec, TechD Cybersecurity, and Exato Technologies. These new entries show that he is adding exposure to emerging digital sectors.
3. Precision Camshafts does not appear in the latest list. This suggests a complete exit and a shift of focus toward other opportunities.
4. Holdings such as Elecon Engineering, Sudarshan Chemical, and Om Infra show his ongoing interest in engineering, industrials, and speciality chemicals.
5. Most companies are still in the small- and mid-cap space. This matches Kedia’s SMILE investing style, backing early-stage businesses with large potential.

Vijay Kedia’s Net Worth

As of 2026, Vijay Kedia’s publicly disclosed portfolio is valued at ₹1,084.92 cr. His net worth has grown steadily over the years because he backs early-stage companies and holds them long enough for their business cycles to mature. Many of his biggest gains came from stocks he picked when they were small, under-researched, and far from mainstream attention.

Conclusion

Vijay Kedia’s 2026 portfolio highlights his strong belief in long-term investing, quality management, and the growth potential of small and mid-cap companies. His steady use of the SMILE framework shows that he prefers conviction-based positions instead of frequent portfolio changes.

While his journey is inspiring, investors should not copy the Vijay Kedia portfolio directly. Each person has different goals and risk levels. Instead, focus on understanding his disciplined approach and apply your own research. You can use the Tickertape Stock Screener, with 200+ filters, to study fundamentals, risks, and trends before making any investment decision.