Vijay Kedia Portfolio: Latest Holdings
As per shareholding filings for the quarter ended 30 September 2026, Vijay Kedia publicly holds 15 stocks with stakes of 1% or more, worth about ₹787 Cr at current prices. 3 are new this quarter, the stake was raised in 1 and cut in 3.
- Holdings: Sep 2026 quarter filings
- Prices as of 22 Oct 2026
- Only stakes of 1% or more are disclosed
- Also filed as "Vijay Kishanlal Kedia"
- Disclosed holdings value
- ₹787Cr
- Stocks held (1%+)
- 15
- New this quarter
- 3
- Stake raised / cut
- 1 / 3
- Largest holding
- 25.9%Atul Auto
What changed in the Sep 2026 quarter
New buys (3)
- TAC Infosec9.11% stake
- Exato Technologies7.89% stake
- Iware Supplychain Services3.0% stake
TAC Infosec is filed this quarter as a joint holding with his son, Ankit Kedia.
Stake raised (1)
- Websol Energy Systems▲ +0.09 pts
Stake cut (3)
- Affordable Robotic & Automation▼ −0.45 pts
- Sudarshan Chemical Industries▼ −0.01 pts
- Vaibhav Global▼ −0.01 pts
Exits
No holding from June dropped out of the filings this quarter.
Below 1% a stake drops out of filings, so a partial sale and a full exit can look the same.
All 15 holdings
Value = shares held × price on 22 Oct 2026. Change is in percentage points of the company's shares.
Where the money sits: top 10 holdings
The top 10 holdings make up 91.5% of the disclosed value; Atul Auto alone is 25.9%.
Turn his SMILE idea into rules you can test
Kedia looks for small companies with experienced management, big ambition and a large market. Write that as rules (market cap, years of profit growth, sales growth) and backtest it on 15 years of Indian market data before you put money in.
Backtest results are hypothetical and do not predict future returns.
Who is Vijay Kedia?
Vijay Kishanlal Kedia is a Kolkata-born investor and the founder of Kedia Securities, which he started in 1992. He began investing in the stock market at 19 and is known for backing small companies early and holding them for years.
He sums up his approach as SMILE: Small in size, Medium in experience, Large in aspiration and Extra-large in market potential. He speaks often on business TV and at investor events.
Sources: vijaykedia.co; Trendlyne investor profile; Marketfeed.
How to read this data
- Companies disclose shareholders who own 1% or more, once a quarter. Smaller stakes stay hidden.
- Filings come out up to three weeks after the quarter ends, so trades can be months old.
- Holdings filed in their own name are shown. Holdings of companies or funds they manage are not, unless stated.
- This page reports public filings. It is not a recommendation to buy or sell.
Frequently Asked Questions
Which stocks are held by Vijay Kedia?
As per filings for the quarter ended 30 September 2026, Vijay Kedia publicly holds 15 stocks worth about ₹787 Cr at prices on 22 October 2026. His largest holdings are Atul Auto, Sudarshan Chemical Industries, Elecon Engineering, Vaibhav Global and TAC Infosec.
Which stocks did Vijay Kedia buy recently?
Three companies appear in his filings for the first time this quarter: TAC Infosec (filed jointly with his son Ankit Kedia), Exato Technologies and Iware Supplychain Services. He also raised his stake in Websol Energy Systems. Filings show holdings at the end of the quarter, so the buying may have happened any time between July and September 2026.
What are Vijay Kedia’s top smallcap stock picks?
By value, his biggest disclosed holdings are Atul Auto (about ₹204 Cr, 18.2% of the company), Sudarshan Chemical Industries (₹108 Cr), Elecon Engineering (₹98 Cr), Vaibhav Global (₹68 Cr) and TAC Infosec (₹67 Cr). This is what he holds, not a list of recommendations.
How rich is Vijay Kedia?
His total net worth is not public. What can be measured is the value of stakes of 1% or more in listed companies filed in his name: about ₹787 Cr across 15 stocks at current prices. Smaller stakes, private holdings and holdings of his firm are not included.
How did Vijay Kedia become rich?
He built his wealth by investing in small companies early and holding them for years as they grew. He began investing at 19 and set up his own broking firm, Kedia Securities, in 1992.
Which stock made Vijay Kedia rich?
Media profiles most often credit long-held small-cap bets such as Atul Auto, Aegis Logistics and Cera Sanitaryware. Atul Auto is still his largest disclosed holding today.
What is Vijay Kedia’s SMILE framework?
SMILE is how he describes the companies he looks for: Small in size, Medium in experience (of the management), Large in aspiration and Extra-large in market potential.
What is Ankit Vijay Kedia’s current portfolio?
Ankit Kedia is Vijay Kedia’s son. In the September 2026 filings he appears as a joint holder with his father in TAC Infosec, with 3.64% of the company in his name. Holdings only in his own name are not covered on this page.
Which company does Vijay Kedia own?
He is the founder of Kedia Securities, which he started in 1992. In listed companies he is an investor, not an owner: his largest disclosed stake is 18.2% of Atul Auto.
Why are some of his stocks missing from this list?
Companies only name shareholders who own 1% or more. If he owns less than 1% of a company, or has sold below that level, the stock does not appear. The list updates once a quarter, when companies file their shareholding patterns.
Should I buy the stocks Vijay Kedia buys?
This page reports public filings and is not a recommendation. Filings arrive weeks after the trades and do not show his buying price or reasons. A safer approach is to test a written set of rules on past data before investing, and to speak to a SEBI-registered adviser if you need advice.
Data compiled from shareholding patterns filed by listed companies with NSE and BSE for the quarter ended 30 September 2026. Prices as of 22 Oct 2026. Kalpi is not a SEBI-registered investment adviser; nothing on this page is investment advice or a recommendation to buy or sell. Investments in securities are subject to market risks.