Mr. Vijay Kedia is one of the well-known ace investors based in India. His portfolio is among the most followed in the Indian market, both due to his “market master” reputation and the historical returns delivered over the years. As per the latest corporate shareholdings filed, Mr. Vijay Kedia publicly holds 14 stocks with a networth of over Rs 1,400 crores.
Listed below are four small-cap stocks in Mr. Vijay Kedia’s portfolio that one should keep on their radar:
Precision Camshafts Limited
With a market capitalization of Rs 2,106.31 crores, the stocks of Precision Camshafts Limited, manufacturer and supplier of camshafts in India and globally, started their trading session on Tuesday at Rs 224.15 and currently trade at Rs 221.75, slipping approximately 1 percent compared to the previous close of Rs 223.85 apiece.
Mr. Vijay Kedia took an entry into the company’s stock in March 2023 and currently, as per the December 2023 quarter, he holds 11 lakh equity shares equivalent to a 1.16 percent stake in the company.
During the recent financial quarters, the company’s prime indicators of business, viz, operating revenues as well as after-tax profits, showed positive movements with the former increasing from Rs 254 crores during Q2FY24 to Rs 258 crores during Q3FY24, and the latter, during the same period, rose three-fold from Rs 8 crores to Rs 24 crores.
Talbros Automotive Components Limited
With a market capitalization of Rs 1,875.61 crores, the stocks of Talbros Automotive Components Limited, engaged in the business of manufacturing gaskets and forging, started their trading session on Tuesday at Rs 300.90 and currently trade at Rs 303.85, gaining approximately 4 percent compared to the previous close of Rs 292.85 apiece.
Mr. Vijay Kedia took an entry into the company’s stock in December 2021 and currently, as per the December 2023 quarter, he holds 6.25 lakh equity shares equivalent to a 1.01 percent stake in the company.
During the recent financial quarters, the company’s prime indicators of business, viz, operating revenues as well as after-tax profits, showed positive movements with the former increasing from Rs 194 crores during Q2FY24 to Rs 199 crores during Q3FY24, and the latter, during the same period, rose from Rs 20 crores to Rs 23 crores.
Elecon Engineering Company Limited
With a market capitalization of Rs 11,500.50 crores, the stocks of Elecon Engineering Company Limited, involved in designing & manufacturing material handling equipment as well as incraft carriers, started their trading session on Tuesday at Rs 1,057.90 and currently trade at Rs 1,025, slipping approximately 1.70 percent compared to the previous close of Rs 1,042.95 apiece.
Mr. Vijay Kedia took an entry into the company’s stock in June 2021 and currently, as per the December 2023 quarter, he holds 16.5 lakh equity shares equivalent to a 1.47 percent stake in the company.
During the recent financial quarters, the company’s prime indicators of business, viz, operating revenues as well as after-tax profits, showed opposing movements with the former decreasing marginally from Rs 485 crores during Q2FY24 to Rs 474 crores during Q3FY24, and the latter, during the same period, rising slightly from Rs 89 crores to Rs 90 crores.
Neuland Laboratories Limited
With a market capitalization of Rs 9,015.56 crores, the stocks of Neuland Laboratories Limited, engaged in manufacturing and selling of bulk drugs, started their trading session on Tuesday at Rs 7,068.65 and currently trade at Rs 7,027, slipping approximately 0.50 percent compared to the previous close of Rs 7,059.80 apiece.
Mr. Vijay Kedia took an entry into the company’s stock, in the name of ‘Kedia Securities Private Limited’, in December 2019, and currently, as per the December 2023 quarter, he holds 1.60 lakh equity shares equivalent to a 1.25 percent stake in the company.
During the recent financial quarters, the company’s prime indicators of business, viz, operating revenues as well as after-tax profits, showed a marginal dip with the former decreasing from Rs 418 crores during Q2FY24 to Rs 393 crores during Q3FY24, and the latter, during the same period, shifted down from Rs 89 crores to Rs 81 crores.
Written by Amit Madnani
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