Investors often track the portfolios of seasoned market veterans for insights into their investment strategies. In this context, ETMarkets reviewed the investment holdings of veteran investor Vijay Kedia. According to the latest available data for the June 2026 quarter, Kedia has publicly disclosed stakes in around 23 companies, with a combined market value of approximately Rs 1,415 crore as of August 21. This marks an increase of 21% from Rs 1,170 crore recorded in December 2025.In terms of CY26 price performance, the portfolio has more negative performers than positive ones. ETMarkets has highlighted five stocks that gained between 10% and 55% in CY26, along with five major laggards that slipped more than 20% during the same period. The analysis also points to one new addition to Kedia’s portfolio during the June 2026 quarter. (Data Source: ACE Equity, Trendlyne)
Neuland Laboratories
In CY26, the stock surged 53%, rising from Rs 15,190 to Rs 23,295. As of the June 2026 quarter, Vijay Kedia held a 1.01% stake in the company, currently valued at around Rs 303 crore.
Advait Energy Transitions
In CY26, the stock surged 43%, climbing from Rs 1,456 to Rs 2,086. As of the June 2026 quarter, Vijay Kedia held a 1.14% stake in the company, currently valued at around Rs 26 crore.
Eimco Elecon (India)
In CY26, the stock surged 37%, rising from Rs 1,598 to Rs 2,187. As of the June 2026 quarter, Vijay Kedia held a 1.45% stake in the company, currently valued at around Rs 18 crore. The stock was newly added to his portfolio during the June 2026 quarter.
Sudarshan Chemical Industries
In CY26, the stock gained 28%, rising from Rs 948 to Rs 1,213. As of the June 2026 quarter, Vijay Kedia held a 1.27% stake in the company, currently valued at around Rs 121 crore.
Yatharth Hospital & Trauma Care Services
In CY26, the stock surged 25%, climbing from Rs 682 to Rs 855. As of the June 2026 quarter, Vijay Kedia held a 1.00% stake in the company, currently valued at around Rs 82 crore.
Precision Camshafts
In CY26, the stock declined 22%, falling from Rs 167 to Rs 130. As of the June 2026 quarter, Vijay Kedia held a 1.05% stake in the company, currently valued at around Rs 13 crore.
Global Vectra Helicorp
In CY26, the stock declined 22%, falling from Rs 196 to Rs 153. As of the June 2026 quarter, Vijay Kedia held a 4.9% stake in the company, valued at around Rs 10.4 crore.
Mahindra Holidays & Resorts India
In CY26, the stock declined 28%, falling from Rs 310 to Rs 223. As of the June 2026 quarter, Vijay Kedia held a 1.00% stake in the company, valued at around Rs 45 crore.
Repro India
In CY26, the stock declined 30%, falling from Rs 462 to Rs 321. As of the June 2026 quarter, Vijay Kedia held a 6.32% stake in the company, valued at around Rs 29 crore.
Innovators Facade Systems
In CY26, the stock declined 37%, falling from Rs 184 to Rs 116. As of the June 2026 quarter, Vijay Kedia held an 8.71% stake in the company, valued at around Rs 19 crore.
