Veteran investor Vijay Kedia has significantly expanded his portfolio during the March 2026 quarter, adding five new stocks to his holdings. According to the latest data from ETMarkets, Kedia now holds stakes in around 22 companies with a combined market value of approximately ₹1,323 crore as of May 8. This represents a 13% increase from the ₹1,170 crore recorded in December 2025. The portfolio delivered mixed results in CY26, with 13 stocks posting positive returns while the remaining holdings registered losses. ETMarkets has highlighted 10 stocks that gained between 10% and 44% during this period.
During Q4 FY26, Vijay Kedia added five new stocks to his portfolio: SPML Infra, Websol Energy, Precision Camshafts, Mahamaya Lifesciences, and Exato Technologies. As reported by ETMarkets, these additions demonstrate his continued focus on multibagger opportunities across different sectors. The new additions include companies from infrastructure, energy, automotive components, life sciences, and technology sectors, suggesting a diversified approach to portfolio construction.
Among the portfolio's top performers, Exato Technologies emerged as the standout performer, surging 44% from ₹1,456 to ₹2,094. As of the March 2026 quarter, Vijay Kedia held a 1.14% stake in the company, currently valued at around ₹26 crore. Precision Camshafts also delivered strong returns, gaining 28% from ₹90 to ₹115, with Kedia's 1.02% stake valued at ₹51 crore. Yatharth Hospital & Trauma Care Services advanced 27% from ₹682 to ₹863, while Mahamaya Lifesciences and Affordable Robotic & Automation posted gains of 24% and 16% respectively. SPML Infra also showed strong performance, increasing 24% from ₹177 to ₹218, with Kedia's 1.88% stake valued at approximately ₹33 crore.
Kedia's largest holdings include Mahindra Holidays & Resorts India with a 7.1% stake valued at around ₹29 crore, and Affordable Robotic & Automation with a 7.39% stake worth approximately ₹15 crore. Notably, Websol Energy was a new addition to the portfolio during the March quarter, with Kedia acquiring around 44.44 lakh shares representing a 1% stake. Exato Technologies was another significant addition, with Kedia acquiring around 1.14% stake during the quarter. The portfolio's diversification across sectors and market capitalizations provides exposure to different growth themes and risk profiles, as reported by ETMarkets.
