Vijay Kedia's Top 10 Stock Holdings: Reported Stakes and What They Mean
Vijay Kedia's Top 10 Stock Holdings: Reported Stakes and What They Mean
Filing-snapshot reference: 30 August 2026. This is educational research, not investment advice.
Important: The percentages below are reported ownership stakes in each respective company. They are not portfolio weights, do not sum to a portfolio allocation, and are not a buy recommendation.
Vijay Kedia's Reported Top 10 Holdings
| Rank | Company | NSE symbol | Business | Reported stake |
|---|---|---|---|---|
| 1 | Atul Auto | ATULAUTO | Three-wheelers and auto | 20.91% |
| 2 | Neuland Laboratories | NEULANDLAB | APIs and pharmaceuticals | 1.01% |
| 3 | Sudarshan Chemical Industries | SUDARSCHEM | Pigments and chemicals | 1.27% |
| 4 | Elecon Engineering | ELECON | Industrial equipment | 1.00% |
| 5 | Vaibhav Global | VAIBHAVGBL | Jewellery and lifestyle retail | 2.05% |
| 6 | Yatharth Hospital & Trauma Care | YATHARTH | Hospitals | 1.00% |
| 7 | Mahindra Holidays & Resorts | MHRIL | Hospitality | 1.00% |
| 8 | Websol Energy System | WEBSOL | Solar cells and modules | 1.10% |
| 9 | Patel Engineering | PATELENG | Heavy civil infrastructure | 1.00% |
| 10 | Repro India | REPRO | Printing and publishing | 6.32% |
How to Read This Snapshot
The stated stakes total 36.66 percentage points, but that arithmetic has no portfolio-allocation meaning because every percentage is measured against a different company's outstanding shares. Atul Auto and Repro India together account for 27.23 percentage points of these reported company stakes, which signals larger disclosed ownership in those companies, not the share of an investor's net worth held in them.
What the List Highlights
- Broad sector coverage: auto, pharma, chemicals, capital goods, consumer retail, hospitals, hospitality, solar, infrastructure and publishing.
- Different business cycles: each company needs separate analysis of demand, execution, debt, cash flow and valuation.
- Disclosure limits: public shareholding records may not show positions below thresholds, family or entity holdings, unlisted investments, or changes made after the relevant filing.
Research Before You Invest
- Verify the named holder, stake and reporting quarter in the newest NSE/BSE shareholding pattern.
- Review quarterly results, valuation, debt, cash conversion, promoter pledges and liquidity for the specific stock.
- Do not treat a disclosed holding as an entry signal, target price or investment recommendation.
- Size any position according to your own diversification and loss tolerance.
Sources
- Atul Auto disclosures
- Neuland Laboratories disclosures
- Sudarshan Chemical disclosures
- Elecon Engineering disclosures
- Vaibhav Global disclosures
- Yatharth Hospital disclosures
- Mahindra Holidays disclosures
- Websol Energy System BSE listing and disclosures
- Patel Engineering disclosures
- Repro India disclosures
Educational research only. Verify current exchange filings and conduct independent research before investing.
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