Vijay Kedia has entered 5 new stocks.
But look closer, and every one of them fits a blueprint he has followed for over three decades: SMILE. Small in size, Medium in experience, Large in aspiration, Extra-large in market potential.
These five fresh entries from the March 2026 quarter fall into three clear buckets.
THE PROVEN MULTIBAGGERS
SPML Infra (₹27.9 crore, 1.9 percent stake): An infrastructure development company with over four decades of experience across water supply, power, sanitation, and energy storage. The stock has delivered close to 2,199 percent over five years.
Websol Energy (₹46.0 crore, 1.0 percent stake): His largest new entry by value. One of India's earliest solar photovoltaic cell and module manufacturers, riding the renewable energy boom. The stock has surged nearly 2,682 percent over five years, the biggest multibagger of the lot. Worth noting: low promoter holding and a high promoter pledge keep the risk elevated.
THE FRESH SME DEBUTANTS
Exato Technologies (₹26.7 crore, 7.1 percent stake): His highest-conviction stake among the new names. A recently listed SME operating in AI-led customer experience (CXaaS), automation, and unified communications, partnered with Mitel. Kedia held 4.5 percent even before its November 2025 IPO.
Mahamaya Lifesciences (₹19.1 crore, 4.5 percent stake): Another fresh SME listing. A pesticide and agrochemical formulations manufacturer supplying bulk formulations to Indian companies and MNCs, with a capacity expansion underway at Dahej. Still a young, illiquid counter.
THE TURNAROUND
Precision Camshafts (₹14.1 crore, 1.1 percent stake): One of the world's leading camshaft makers for passenger vehicles. The company has turned from loss to profit, carries an order book extended to 2032 worth close to ₹1,500 crore in lifetime potential, with fresh wins from Maruti Suzuki and Tata Motors.
THE LESSON
Look at the pattern. Two proven 2,000 percent-plus compounders, two brand-new SME listings where he holds his biggest stakes, and one turnaround with multi-year visibility.
That is the SMILE framework in action: backing small companies early, while staying anchored to businesses with large, structural runways.
He is not chasing one theme. He is building a barbell of established winners and tiny high-aspiration bets.
The retail mistake is treating these as buy signals. The professional reads them as a study in how conviction, position sizing, and patience actually work.
Dis : Data sourced from Q4FY26 shareholding filings. Several of these are micro-cap and SME counters with low liquidity and company-specific risks. Shared for educational purposes only and not a recommendation to buy or sell.
LNPR Capital | SEBI Research Analyst: INH000012953
🚨 HUGE! BSNL’s Remarkable Turnaround
- Revenue has increased by 19% to ₹25,000 crore in just two years 🤯
- EBITDA has jumped dramatically from ₹50 crore to nearly ₹7,000 crore.
BSNL is now giving ₹1 SIM cards through India Post offices to let people try their services.
The company has successfully rolled out indigenous 4G on 1,00,000 towers within a single year and perfected it to near-global standards.
India is now only the 5th country in the world to Bharat delivering real results in telecom! 🔥🇮🇳
நீண்டகால சிறைவாசிகள்-எந்த மதத்தை சார்நதவர்களாலும்- அவர்களுக்கு பரோல் வழங்கவேணடும் என கேட்டால்,அதுதான் மதசார்பற்ற நிலை.இதுவல்ல
அதிலும்,அப்படி பரோலில் வருபவரின் குற்றத்தை பொருத்தே அமையவேண்டும்
அது ஏன் ஒரு மதத்தினருக்கு மடடும்? மனிதநேயம் ��ல்லோருக்கும் பொதுதானே?
மதசார்பற்ற நிலையாம்
சரிடா! அப்படியே 2004 முதல் 2014 வரை பெட்ரோல் விலையில் ஏற்பட்ட மாற்றங்களைப் பார்க்கலாமா?
2004 ₹33.71
2005 ₹38.00
2006 ₹41.00
2007 ₹44.00
2008 ₹51.00
2009 ₹48.00
2010 ₹52.00
2011 ₹63.77
2012 ₹68.57
2013 ₹72.26
2014 ₹72.43
அதாவது, பத்தாண்டுகளில் 114.86 % விலை அதிகரிப்பு.
2014-ல் தொடங்கி 2024 வரையில் விலை அதிகரிப்பு எவ்வளவு?
39.56% மட்டுமே!
2014 முதல் 2021 வரையில் விலை அதிகரிப்பு எவ்வளவு? வெறும் 15.96% சதவிகிதம் மட்டும��!
2021 முதல் 2026 வரையில் விலை அதிகரிப்பு எவ்வளவு? வெறும் 2.67% மட்டுமே!
இதையும் எடுத்துப்போடலாம் அல்லவா? ஆனால், போட மாட்டார்கள்!
அவ்வளவு வன்மம்!
@ndtv Please let her visit African countries too there may be people living without job, food,vehicle too and she may be adopted to that life too. Comparing countries life style is equal to comparing one person with another
@mkstalin@actorvijay நீங்கள் செய்ததைவிட அடித்தது அதிகம்... உங்களின் ஒட்டுமொத்த இயலாமைக்காக மக்கள் உங்களுக்கு இந்த அபாரமான தோல்வியை வழங்கி இருக்கிறார்கள்... அவர்கள் வெள்ளை அறிக்கையை வழங்கிவிட்டு அட்சியை தொடரட்டும்...