Vijay Kedia Bets on 3 Key Sectors for India’s Growth with ₹289 Cr Investment

Synopsis: Vijay Kedia bets Rs 289 Cr on India’s infrastructure and pharma sectors, viewing recent market dip as short-term fear, highlighting select high-potential stocks for long-term investors

The article outlines a bullish view on India’s growth, focusing on infrastructure, pharmaceuticals, and select PSU sectors. It frames recent market dips as short-term, fear-driven corrections, not reflective of economic fundamentals. Key sector trends, strong government spending, and robust demand in healthcare and energy are highlighted, presenting long-term accumulation opportunities for patient investors.

Ace Investor’s industry overview:

Market View – Temporary Panic: Kedia considers the recent market dip as short-term fear-driven selling, not a reflection of India’s economic fundamentals, calling it the “last jolt” for FY26. He urges long-term investors to remain patient and use dips as accumulation opportunities.

Sector Preference – Infra & Pharma and PSUs:  He favours infrastructure, PSU banks, and pharmaceuticals due to strong government capex, ongoing development projects, and India’s global leadership in generics and healthcare demand. IT is avoided for now due to limited near-term growth potential. Stocks held by him in the sectors in he’s bullish

Om Infra Ltd

Incorporated in 1971, Om Infra Ltd specialises in providing solutions for Hydro Mechanical Equipment for Hydropower & Irrigation projects, end-to-end solutions for water connectivity, hydro batteries, etc. With business verticals: Engineering & Projects (primary), Real Estate Development (Kota, Jaipur, Mumbai), and Infrastructure Development.

With a market capitalization of Rs 808 crore, the shares of this company closed at Rs 83.98 per share, down by 0.56 percent from its previous close. The Ace investor Vijay Kedia holds a 2.5 percent stake (Rs 21.2 crore worth) in the company, which delivered strong profitability metrics with a 4.41 percent ROCE and 3.34 percent ROE.

Patel Engineering Ltd

Patel Engineering Ltd is engaged in the construction of dams, bridges, tunnels, roads, piling works, industrial structures and other kinds of heavy civil engineering works in areas like hydro, irrigation & water supply, urban infrastructure and transport. The company is a prominent player in the civil engineering construction segment, specializing in the hydropower, tunnelling, and irrigation segments. 

With a market capitalization of Rs 2,471 crore, the shares of this company closed at Rs 24.91 per share, up by 0.93 percent from its previous close. The Ace investor Vijay Kedia holds a 1.0  percent stake (Rs 24.4 crore worth) in the company, which delivered strong profitability metrics with a 15.4 percent ROCE and 10.4 percent ROE.

Advait Energy Transitions Limited

Advait Energy Transitions Limited (formerly known as, Advait Infratech Limited) established in 2009 and headquartered in Gujarat, is a global leader in end-to-end solutions for power transmission, substations, and telecommunication infrastructure. Its core capabilities include the manufacturing and supply of Stringing Tools, ACS Wires, OPGW Cables, ERS, Optical Fibre Cables, and a comprehensive range of insulators.

With a market capitalization of Rs 1,630 crore, the shares of this company closed at Rs 1,645.45 per share, up by 4.58 percent from its previous close. The Ace investor Vijay Kedia holds a 1.1 percent stake (Rs 19.3 crore worth) in the company, which delivered strong profitability metrics with a 26.9 percent ROCE and 22.5 percent ROE.

Neuland Laboratories Ltd

Neuland Laboratories Limited is a leading Indian publicly listed Contract Development and Manufacturing Organization (CDMO) headquartered in Hyderabad. Founded in 1984, the company specializes in the development and manufacturing of Active Pharmaceutical Ingredients (APIs) and advanced intermediates for the global pharmaceutical and biotechnology industries.

With a market capitalization of Rs 15,401 crore, the shares of this company closed at Rs 12,004.75 per share, down by 0.74 percent from its previous close. The Ace investor Vijay Kedia holds a 1.0 percent stake (Rs 159.5 crore worth) in the company, which delivered strong profitability metrics with a 18,7 percent ROCE and 14.8 percent ROE.

Yatharth Hospital & Trauma Care Services Ltd

Yatharth Hospital & Trauma Care Services Ltd, incorporated in 2008, is a prominent North Indian healthcare provider operating a network of multi-specialty hospitals in Delhi NCR (Noida, Greater Noida) and Madhya Pradesh (Orchha), with recent expansions in Faridabad.

With a market capitalization of Rs 6,176 crore, the shares of this company closed at Rs 641 per share, down by 1.38 percent from its previous close. The Ace investor Vijay Kedia holds a 1 percent stake (Rs 63.3 Cr stake) in the company, which delivered strong profitability metrics with a 14 percent ROCE and 10.4 percent ROE.

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