Seeking multibagger stocks is a constant in the ever-changing world of investments and finance. Investors are constantly searching for the one stock that has the potential to yield enormous returns—the hidden gem. A veteran of the Indian stock market Vijay Kedia has come to represent smart stock selection. Many find inspiration in his journey from a small-town investor to a well-known market expert. We will delve into Vijay Kedia Multibagger Stocks and insights.
Vijay Kedia Multibagger Stocks Portfolio
| Company Name | Shareholding | YTD Return |
| Om Infra | 2.56% | 271% |
| Patel Engineering | 1.68% | 255% |
| Innovators Facade Systems | 10.66% | 231% |
| Neuland Laboratories | 1.25% | 219% |
| Talbros Automotive Components | 1.22% | 168% |
| Elecon Engineering | 1.60% | 158% |
| Precision Camshafts | 1.16% | 148% |
| Repro India | 6.36% | 140% |
| Affordable Robotic & Automation | 9.93% | 117% |
| Atul Auto | 20.91% | 107% |
| Tejas Networks | 1.89% | 48% |
| Sudarshan Chemical Industries | 1.44% | 41% |
| Mahindra Holidays & Resorts India | 1.02% | 35% |
| Vaibhav Global | 1.98% | 31% |
| Siyaram Silk Mills | 1.08% | 2% |
Who is Vijay Kedia?
An Indian investor and stock trader is named Vijay Kedia. He founded the stock brokerage company Kedia Securities Pvt. Ltd. and serves as its managing director. Kedia has a reputation for being a contrarian investor who can turn a profit in both bull and bear markets. He has authored multiple books on stock trading and speaks at investment conferences frequently.
In 1962, Vijay Kedia was born in Kolkata. At the age of 17, he began trading stocks, and he soon established himself as a successful trader. He established Kedia Securities Pvt. Ltd. in 1993, and it has grown to be one of India’s top stock brokerage companies ever since.
Kedia learned how to trade and invest on her own. Kedia is well-known in the investing world because of his self-taught methods and extensive reading, which have shaped his expertise despite his lack of formal education in finance or economics.
Vijay Kedia Multibagger Stocks
Precision Camshafts Limited: Precision Camshafts Limited’s stocks, which have a market capitalization of Rs 2,342.83 crores, are presently trading at Rs 246.65, up about 0.70 percent from their closing levels of Rs 244.95 a share earlier in the day. Precision Camshafts Limited shares are owned by Mr. Vijay Kedia. According to the most recent shareholding data available for the quarter that ended September 2023, he entered the stock market in March 2023 and now owns 11 lakh equity shares or 1.16 percent of the company.
In the last year, the company’s stock has successfully produced multibagger returns of roughly 150 percent; that is, if an investor had invested Rs 1 lakh in December 2022, their investment would have grown to Rs 2.50 lakhs. One of the most closely watched leverage ratios for the company decreased in the most recent financial period, going from 0.19 times during FY21–22 to 0.13 times during FY22–23.
Talbros Automotive Components Limited: A shareholder of Talbros Automotive Components Limited is Mr. Vijay Kedia. According to the most recent shareholding data available for the quarter that ended September 2023, he entered the stock market in December 2021 and currently owns 1.50 lakh equity shares or 1.22 percent of the company. In addition to him, according to September 2023 holding data, Mrs. Dolly Khanna, a well-known and accomplished investor residing in India, has invested in Talbros Automotive Components Limited shares and currently owns 1.93 lakh equity shares of the business.
Considering only the last year, the company’s stock has successfully produced multibagger returns of roughly 175%; that is, if an investor had invested Rs. 1 lakh in December 2022, their investment would have grown to Rs. 2.75 lakhs. One of the most closely watched leverage ratios for the company decreased in the most recent financial period, going from 0.29 times during FY21–22 to 0.24 times during FY22–23.
Cera Sanitaryware: In India, Cera Sanitaryware is one of the top producers and retailers of sanitaryware goods. Over the past ten years, the stock has produced a return of more than 500%.
Heritage Foods: In India, Heritage Foods is one of the top producers and distributors of dairy goods. Over the past ten years, the stock has produced a return of more than 300%.
Repro India: One of India’s top companies offering reprographic services is Repro India. Over the past ten years, the stock has produced a return of more than 100%.
Vijay Kedia Multibagger Stocks – Sector-Wise Investment
- Hotels: Recognizing the potential in the hospitality sector, Vijay Kedia has made investments in the hotel industry. Well-known hotel chains and businesses in the travel and tourism industry appeal to him. Due to his investments in hotel stocks such as Mahindra Holidays & Resorts India, he possesses a substantial stake in the hotel industry.
- FMCG: Kedia has made investments in FMCG stocks like Heritage Foods and Cera Sanitaryware, giving her a minor position in the industry. Kedia thinks these businesses, which produce and market consumer goods, are in a good position to gain from the expansion of the middle class in India.
- Automotive: Kedia is heavily involved in the automotive industry, having invested in firms like Precision Camshafts, Atul Auto, and Patel Engineering. All of these businesses are engaged in the production of auto parts, and Kedia thinks they are in a good position to gain from the expansion of the Indian auto industry.
- Engineering: With investments in businesses like Elecon Engineering, Kedia also holds a sizable position in the engineering industry. These businesses engage in a variety of engineering-related activities, such as building, manufacturing, and infrastructure development. According to Kedia, these businesses are in a good position to gain from the expansion of the Indian economy.
Investment Strategy of Vijay Kedia
- Buy aggressively in times of pessimism: “If you follow certain principles in the stock market, the worst situation is the best situation to invest in,” writes Vijay Kedia. He makes the point that while 1990 was the worst year for the Indian economy, it has since expanded four times.
Additionally, he counsels investors not to be unduly alarmed by outside influences such as politics, GDP, interest rates, inflation, and IIP. Rather, he claims that one cannot go wrong if the stocks are quoting at historically low valuations.
- Buy stocks that are on a growth trajectory and have a scalable business: Investors should look for stocks that are performing well now and have room to grow in the future, advises Vijay Kedia. According to him, a company must be growing faster than the economy and its competitors if a stock is expected to outperform.
- Prefer mid-cap stocks to large-cap stocks: Due to their typically lower valuations, mid-cap stocks are Vijay Kedia’s preferred choice for investments. He claims that the stock values of good companies typically increase at a much faster pace. He continues by saying that early investors may benefit from the lower liquidity in mid-cap stocks on occasion because latecomers often drive up prices in an attempt to acquire the stock.
- Be mentally prepared for a huge downside: According to Vijay Kedia, even if an investor has complete faith in a stock’s future, he should be emotionally ready to endure a 20–25% decline because of unforeseen circumstances. “If one wants to invest in the stock market, then he should be prepared for the worst to happen,” advises Vijay Kedia. There is always some element of speculation in any stock transaction.
- Have a minimum long-term vision of 5 years: According to Vijay Kedia, investing in mid-cap stocks with the expectation that they will grow into large-cap stocks and generate multibagger returns is not a process that will happen quickly. Rather, it is a drawn-out procedure that requires at least five years. Consequently, investors need to be crystal clear about the timeline to avoid becoming overly anxious and impatient.
Learnings from Vijay Kedia
- Starting early: Kedia began her stock market career at the tender age of 17. He was able to pick up the skills from the ground up and gain a head start in the industry.
- Being patient: Investor Kedia is patient. He is prepared to hold off on investing in stocks until the ideal time. This has assisted him in avoiding snap judgments that might have cost him money.
- Taking risks: Kedia doesn’t hesitate to take chances. He is prepared to make investments in stocks that are viewed as high-risk or that are out of favor with the market. This has occasionally enabled him to turn a sizable profit.
- Learning from his mistakes: Kedia doesn’t hesitate to take advice from his errors. Over the years, he has committed his fair share of errors, but he has always made the effort to grow as a trader by learning from them.
- Never giving up: Kedia has never given up on his goal of turning a profit as an investor and trader. He’s put in a lot of effort and persevered in trying circumstances. In the end, this is what has made him successful.
What should investors do?
It’s helpful to follow the portfolio selections of successful investors to gain insight into how the market’s experts choose stocks, but doing so at random can be dangerous because it can be difficult to replicate their holding periods, risk tolerance, and conviction levels. Analysts predict that industries like manufacturing, PSUs, and healthcare could see significant growth in 2024.
“2024 will be a fascinating year because while developed economies are probably going to slow down, rate hike challenges are not likely. The Federal Reserve may lower interest rates by the middle of the year, which would benefit the equity markets. However, increased volatility is likely to follow the US and Indian elections, which means less market breadth and a shift in emphasis toward portfolio quality and liquidity management. All things considered, now is a good time to take some small-cap profits.
Conclusion
Vijay Kedia Multibagger Stocks strategy is a shining example of stability and wisdom in a market that is frequently characterized by irrational speculation and sharp swings. Kedia’s approach, which is based on a concentrated portfolio, long-term thinking, and fundamental analysis, shows a thorough comprehension of the market and a dedication to wealth creation.