Vijay Kedia Portfolio: 4 High-growth stocks held by the ace investor

Synopsis: Vijay Kedia’s portfolio features high-growth stocks like Patel Engineering, Advait Energy, and two other stocks with 5-year profit CAGRs up to 179%, reflecting his focus on companies delivering exceptional long-term earnings growth.

Tracking a company’s 5-year profit CAGR is an effective way to gauge its consistent earnings growth over the medium term. Unlike short-term earnings swings, this metric smooths out temporary fluctuations, helping investors identify companies that are steadily expanding profits. 

It also enables meaningful comparisons across sectors and businesses, highlighting strong performers with sustainable growth potential, making it a valuable tool for informed long-term investment decisions.

Vijay Kedia’s top-value holdings include Atul Auto at Rs. 238.4 crore, followed by Neuland Laboratories at Rs. 156.5 crore, Elecon Engineering at Rs. 86.8 crore, and Sudarshan Chemicals at Rs. 77.9 crore. He holds 17 Stocks with a net worth of over Rs. 960 Crore.

Patel Engineering Ltd

Patel Engineering Ltd is a major Indian construction and infrastructure company involved in building dams, power plants, industrial structures, and water resources projects. It has a strong track record in civil engineering and large-scale infrastructure development across India and abroad.

With a market capitalisation of Rs. 2,332 cr, the shares of Patel Engineering Ltd closed at Rs. 23.51 per share, decreasing from its previous close of Rs. 24.74 per share. As of Q3FY26, Vijay Kedia holds 1.01% in the company. The company’s compounded profit growth stands at 59% over 10 years, 179% over 5 years, and 58% over the past 3 years.

Advait Energy Transitions Ltd 

Advait Energy Transitions Ltd focuses on renewable energy and sustainable infrastructure solutions. The company provides services in solar, wind, and other clean energy projects, aiming to support India’s energy transition and reduce carbon footprints for industrial and commercial clients.

With a market capitalisation of Rs. 1,915 cr, the shares of Advait Energy Transitions Ltd closed at Rs. 1,751 per share, decreasing from its previous close of Rs. 1,761.45 per share. As of Q3FY26, Kedia Securities Private Ltd holds 1.14% in the company. The company’s compounded profit growth is 131% over 5 years and 81% over the past 3 years.

Elecon Engineering Company Ltd

Elecon Engineering Company Ltd is an Indian manufacturer specialising in material handling equipment and power transmission products. Elecon produces gearboxes, cranes, and other heavy industrial machinery, serving sectors like power, cement, steel, and mining both domestically and internationally.

With a market capitalisation of Rs. 8,349.92 cr, the shares of Elecon Engineering Company Ltd closed at Rs. 372.10 per share, decreasing from its previous close of Rs. 387.35 per share. As of Q3FY26, Vijay Kedia holds 1% in the company. 

The company’s compounded profit growth is 40% over 10 years, 36% over 5 years, and 42% over the past 3 years.

Neuland Laboratories Ltd 

Neuland Laboratories Ltd is a pharmaceutical company focused on the development and manufacture of active pharmaceutical ingredients (APIs) and intermediates. Established in 1984, Neuland serves global pharmaceutical companies, emphasising high-quality production standards and regulatory compliance.

With a market capitalisation of Rs. 15,403 cr, the shares of Neuland Laboratories Ltd closed at Rs. 12,006 per share, decreasing from its previous close of Rs. 12,072 per share. As of Q3FY26, Kedia Securities Private Ltd holds 1.01% in the company. The company’s compounded profit growth is 29% over 10 years, 67% over 5 years, and 47% over the past 3 years.

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