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Feb 07, 2026, 01:17:28 PM 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 December 2025 quarter, Kedia has publicly disclosed stakes in around 17 companies, with a combined market value of approximately Rs 1,118 crore as of February 6, 2026. This marks a decline of nearly 19% from Rs 1,378 crore recorded in March 2025.
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In terms of FY26 price performance, the portfolio delivered mixed results, with nine stocks posting negative returns while the remaining holdings generated positive gains. ETMarkets has highlighted seven laggard stocks that declined between 15% and 50%, alongside two strong performers that surged over 50%, significantly supporting the overall portfolio. The analysis also points to two new additions made during the December quarter. Data source: ACE Equity, Trendlyne.
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3/12
Affordable Robotic & Automation
The stock has declined 50%, falling from Rs 383 to Rs 190. Vijay Kedia holds a 7.39% stake in the company, valued at approximately Rs 16 crore as of February 6, 2026.
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4/12
Global Vectra Helicorp
The stock has declined 25%, dropping from Rs 240 to Rs 181. Vijay Kedia owns a 4.86% stake in the company, valued at around Rs 13 crore as of February 6, 2026.
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The stock has declined 24%, moving down from Rs 38 to Rs 29. Vijay Kedia holds a 1.01% stake in the company, valued at about Rs 29 crore as of February 6, 2026. This stock was newly added to the portfolio during the December quarter.
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The stock has fallen 22%, decreasing from Rs 114 to Rs 89. Vijay Kedia owns a 2.49% stake, valued at roughly Rs 21 crore as of February 6, 2026.
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7/12
Innovators Facade Systems
The stock has declined 16%, sliding from Rs 201 to Rs 170. Vijay Kedia holds a 10.66% stake, valued at around Rs 34 crore as of February 6, 2026.
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The stock has dropped 14%, falling from Rs 653 to Rs 562. Vijay Kedia holds a 1.00% stake in the company, valued at approximately Rs 26 crore as of February 6, 2026.
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9/12
Sudarshan Chemical Industries
The stock has declined 8%, easing from Rs 992 to Rs 914. Vijay Kedia owns a 1.27% stake, valued at around Rs 91 crore as of February 6, 2026.
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10/12
Yatharth Hospital & Trauma Care Services
The stock has rallied 51%, rising from Rs 425 to Rs 643. Vijay Kedia holds a 1.00% stake in the company, valued at approximately Rs 62 crore as of February 6, 2026.
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11/12
Advait Energy Transitions
The stock has surged 53%, climbing from Rs 1,076 to Rs 1,651. Vijay Kedia owns a 1.14% stake, valued at around Rs 21 crore as of February 6, 2026. This stock was newly added to the portfolio during the December quarter.
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12/12
Neuland Laboratories
The stock has gained 8%, increasing from Rs 12,077 to Rs 13,036. Vijay Kedia holds a 1.01% stake in the company, valued at approximately Rs 169 crore as of February 6, 2026.
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