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May 09, 2026, 11:09:46 AM IST
Investors often track the portfolios of seasoned market veterans for insights. In this context, ETMarkets reviewed the investment holdings of veteran investor Vijay Kedia. According to the latest available data for the March 2026 quarter, Kedia has publicly disclosed stakes in around 22 companies, with a combined market value of approximately Rs 1,323 crore as of May 8. This marks an increase of 13% from Rs 1,170 crore recorded in December 2025.
In terms of CY26 price performance, the portfolio delivered mixed results, with 13 stocks posting positive returns, while the remaining holdings registered losses. ETMarkets has highlighted 10 stocks that gained between 10% and 44%. The analysis also points to five new additions made during the March 2026 quarter. (Data Source: ACE Equity, Trendlyne)
ETMarkets.com
2/12
Advait Energy Transitions
The stock surged 44%, climbing from Rs 1,456 to Rs 2,094. As of the March 2026 quarter, Vijay Kedia held a 1.14% stake in the company, currently valued at around Rs 26 crore.
ETMarkets.com
The stock gained 28%, moving up from Rs 90 to Rs 115. As of the March 2026 quarter, Vijay Kedia owned a 1.02% stake in the company, with an estimated value of Rs 51 crore. Notably, it was a new addition to the portfolio during the March quarter.
ETMarkets.com
4/12
Yatharth Hospital & Trauma Care Services
The stock advanced 27%, rising from Rs 682 to Rs 863. During the March 2026 quarter, Vijay Kedia held a 1.00% stake in the company, valued at nearly Rs 83 crore.
AP
The stock increased 24%, climbing from Rs 177 to Rs 218. As of the March 2026 quarter, Vijay Kedia’s 1.88% stake in the company was valued at approximately Rs 33 crore. Notably, it was a new addition to the portfolio during the March quarter.
ETMarkets.com
The stock appreciated 16%, moving from Rs 15,190 to Rs 17,694. In the March 2026 quarter, Vijay Kedia held a 1.01% stake in the company, currently worth around Rs 230 crore.
ETMarkets.com
7/12
Elecon Engineering Company
The stock rose 16%, increasing from Rs 481 to Rs 559. As of the March 2026 quarter, Vijay Kedia owned a 1.00% stake in the company, valued at nearly Rs 126 crore.
IANS
The stock climbed 14%, rising from Rs 359 to Rs 409. During the March 2026 quarter, Vijay Kedia held a 7.1% stake in the company, currently valued at around Rs 29 crore. Notably, it was a new addition to the portfolio during the March quarter.
ANI
9/12
Affordable Robotic & Automation
The stock declined 13%, falling from Rs 203 to Rs 176. As of the March 2026 quarter, Vijay Kedia held a 7.39% stake in the company, valued at around Rs 15 crore.
ETMarkets.com
The stock dropped 17%, decreasing from Rs 462 to Rs 382. During the March 2026 quarter, Vijay Kedia’s 6.32% stake in the company was valued at nearly Rs 35 crore.
iStock
11/12
Mahindra Holidays & Resorts India
The stock slipped 23%, falling from Rs 310 to Rs 239. As of the March 2026 quarter, Vijay Kedia held a 1.00% stake in the company, currently valued at approximately Rs 48 crore.
Agencies
12/12
New Additions to Portfolio (March 2026)
During Q4 FY26, Vijay Kedia added five new stocks to his portfolio: SPML Infra, Websol Energy, Precision Camshafts, Mahamaya Lifesciences, and Exato Technologies.
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