Vijay Kedia Stock Performance: Atul Auto Q2 Profit Surges 80%

Ace investor Vijay Kedia's portfolio is in focus today as one of the stocks in Kedia's portfolio, which had an 80% increase in its July–September quarter net profit for the fiscal year 2025-2026, causing the stock to rise more than 14% in intraday trade over the past two sessions. According to information on the BSE website, Vijay Kedia owns 50,50,505 public equity shares or 18.20% of the company.

 

Who is Vijay Kedia

Vijay Kedia is one of India’s most renowned stock market veterans and cannot be overlooked. His portfolio choices and strategies garner attention from all types of investors. In this post, we will examine Kedia’s stock performance and portfolio composition (the 'Vijay Kedia stock list'), one of his core investment strategies, and the current focus stocks owned by Kedia.  

Vijay Kedia is a self-made investor and chief of Kedia Securities Pvt. Ltd. (Univest). He has also earned Kedia accolades for his long-term value-investing strategy based on the “SMILE” framework- Small in size, Medium in experience, Large in aspiration, Extra-large in market potential. (Alice Blue Online).  

His focus is on companies with strong value, great management, and potential to experience four cycles with the investor, and for the investor to hold for the long haul. (Trendlyne.com).  

 

 

Vijay Kedia Stock Performance & Portfolio Overview

Now let's examine the composition and performance of the stocks listed in the Vijay Kedia stock list.

 

Portfolio Size & Holdings

As of 2025, Kedia has about 15-17 publicly traded stocks, worth between ₹1,300 – 1,500 crore. Kedia does not concentrate his investments on a few sectors; he has investments in auto and auto-ancillaries, engineering, chemicals & pharma, textiles, IT/cybersecurity, and several other sectors as well.  

 

Here are some of the stocks owned by Vijay Kedia: 

Atul Auto Ltd. – 20.91%.   

TAC Infosec Ltd. – 14.6%.  

Innovators Facade Systems Ltd. – 10.66%.  

Repro India Ltd. – 6.33%. 

 

Performance Highlights

Atul Auto has been performing well due to his large holdings and favourable policy changes. There was a GST cut on three-wheelers which caused a rapid increase in the price of Atul Auto shares.  

His stake in TAC Infosec made headlines as the stock price grew 195% in a year, showcasing his ability to see potential in small-cap and SME stocks.  

His long-term performance strategy is based on holding quality companies for long periods of time; for example, he mentions, “Invest in those companies for the next 10-15 years, and you cannot go wrong.” 

 

What the “Vijay Kedia Stock List” Tells Us 

Vijay Kedia’s portfolio offers valuable information about how he picks stocks and how he thinks the market will react: 

1. Large conviction holdings: He signals high conviction with significant stakes in a few companies.   

2. Small and mid‐cap focus: Kedia’s stock picks tend to be small or mid-cap companies with significant growth potential rather than large blue-chip companies. 

3. Sector diversification with a twist: His diversification is often in sectors that are undergoing significant growth (engineering, auto-ancillaries, IT/cybersecurity) or transformation.  

4. Patience & holding period: The strategy is directed by the performance of the stock and the patience to watch the years go by so that compounding may work.  

5. Response to policy / industry triggers: Kedia’s significant holdings tend to respond and benefit from policy changes and growth cycles in the industry.

 

Key Lessons for Investors

Looking at Vijay Kedia’s stock holdings and how they perform gives us some important insights:  

Prioritise Management: Strong, honest, and growth-oriented management teams are consistent across all Kedia’s holdings.  

Adopt a Long-Term Mindset: Kedia’s strategy is all about staying invested for a long period.  

Seek Hidden Gems: Not all of his holdings are large mainstream companies; many of them are smaller companies with significant potential.  

Be Aware of the Size of the Stake: A large stake usually shows confidence, while smaller holdings suggest experimentation or passive watching.  

Policy/Industry Tailwinds Matter: External factors like a GST cut or sector reforms can help companies perform well.  

 

Context

It is important to note that following Kedia’s stock list will not guarantee his results to you:  

• Kedia’s results come from the combination of deep research, experience, strong conviction, and patience over time.  

• Small-cap holdings can be more volatile and risky than large-cap names, influencing overall portfolio risk.  

• The market is dynamic, and what worked in the past will not necessarily work in the future.  

• A retail investor will need to adjust the overall portfolio size, risk involved, time horizon, and diversification to ensure proper alignment.

 

 

Conclusion  

To wrap things up, “Vijay Kedia stock performance” tells an interesting story. It shows both an impressive portfolio and successful stock development over the years, all while focusing on long-term thinking and picking companies with leap-frog potential. 

Those hoping to learn and even use any part of his plan need to focus on why Kedia chose certain stocks and how he maintained his investment through different market conditions, rather than on his current shares.  

DISCLAIMER: This blog is NOT any buy or sell recommendation. No investment or trading advice is given. The content is purely for educational and information purposes only. Always consult your eligible financial advisor for investment-related decisions.