Vijay Kedia: An Iconic Figure in Indian Investing

Vijay Kedia has garnered a legendary status in the Indian investment landscape, known for his sharp insight into stock selection. This seasoned investor not only excels in analyzing market trends but also takes time to enjoy life—often sharing his favorite tunes on social media. His approach to investing blends thorough research with an instinct for opportunity, making him a sought-after figure among aspiring investors.

Kedia’s Expertise in Stock Selection

Kedia’s prowess in identifying profitable stocks has earned him the affectionate title of ‘Market Master.’ His ability to navigate the complexities of the Indian stock market has led him to make strategic moves that many investors wish they could replicate. With a portfolio valued at over ₹1,300 crore, Kedia currently holds 15 stocks that showcase his investment acumen.

Top Picks in Kedia’s Portfolio

Among Kedia’s holdings, two stocks stand out as favorites: Atul Auto Ltd and Neuland Laboratories Ltd. Let’s explore these companies that reflect Kedia’s investment philosophy.

Atul Auto Ltd: A Steady Performer

Founded in 1986, Atul Auto Ltd specializes in manufacturing three-wheeled vehicles and their spare parts. The company has a market capitalization of ₹1,244 crore and commands approximately 5% of the domestic market share in the three-wheeler segment.

• Long-Term Investment: Kedia has been invested in Atul Auto since 2004, amassing an 18.21% stake through his personal investments and an additional 2.15% via Kedia Securities.
• Financial Growth: The company’s revenue rose from ₹625 crore in FY20 to ₹723 crore in FY25, reflecting a 3% compounded growth rate. Notably, the three-year sales CAGR stands at a remarkable 33%.
• Profit Recovery: Despite challenges during the pandemic, Atul Auto has shown resilience. The net profits have rebounded from a low of ₹-8 crore in FY21 to ₹37 crore in FY25.

As of May 9, 2025, Atul Auto’s stock price surged by 184%, now trading at ₹448, which is still 47% below its peak of ₹844.

Neuland Laboratories Ltd: A Pharmaceutical Leader

Established in 1984, Neuland Laboratories Ltd focuses on manufacturing bulk drugs, serving over 35 countries globally. With a market cap of ₹15,946 crore, the company has emerged as a key player in the pharmaceutical sector.

• Consistent Growth: Kedia has held a 1% stake in Neuland Laboratories since at least December 2019, representing an investment valued at ₹162 crore.
• Sales Trajectory: Neuland has enjoyed a 19% CAGR in sales, increasing from ₹667 crore in FY19 to ₹1,559 crore in FY24. The robust sales performance continues with ₹1,149 crore recorded between April and December 2024.
• Profit Surge: The company’s net profits skyrocketed from ₹16 crore in FY19 to ₹300 crore in FY24, marking a 79% compounded growth rate.

Neuland’s share price, which was about ₹403 in April 2020, has seen an astounding rise to ₹12,429—a staggering 3,000% increase in just five years. Even at its current price, it trades at a 31% discount from its all-time high of ₹18,100.

Insights on Kedia’s Investment Strategy

Vijay Kedia’s knack for selecting high-potential stocks like Atul Auto Ltd and Neuland Laboratories Ltd highlights his expertise in the market. His substantial investments in these companies underscore his confidence in their future performance.

• Market Trends: With a 184% increase in Atul Auto’s stock price and an impressive 3,000% rise for Neuland, these investments are worthy of attention from savvy investors.
• Future Potential: Both stocks currently trading at discounts raise questions about their potential for future growth. Keeping an eye on these could be a strategic move for those looking to invest.

As Kedia continues to navigate the stock market with precision and foresight, many investors are eager to follow in his footsteps, learning from his successful strategies and insights.

Conclusion

Investing in the stock market requires a blend of research, patience, and insight. Vijay Kedia exemplifies these qualities, making him a guiding light for investors. His top picks, Atul Auto Ltd and Neuland Laboratories Ltd, reflect a strategy rooted in fundamentals and long-term growth potential. Whether you’re a seasoned investor or just starting, studying Kedia’s approach could lead to valuable lessons in successful investing.

Disclaimer: This article is for educational purposes only and does not constitute investment advice. Always consult with a financial advisor before making investment decisions.