Vijay Kedia: Market Moves, Warnings & Winning Bets in 2025
As one of India’s most celebrated veteran investors, Vijay Kishanlal Kedia continues to make waves in the stock market. Known for his high-conviction, multibagger stock picks and trenchant market commentary, Kedia remains highly active and vocal even in 2025. Today’s news includes market alerts, portfolio shifts, and warnings about emerging threats. Let’s dive into the latest updates surrounding his portfolio, outlook, and influence.
Latest Portfolio Moves and Market Activity
1. Acquisition in Cable Company: ₹17.25 crore stake
In June 2025, Kedia Securities Pvt Ltd, Vijay Kedia’s investment firm, scooped up 100,000 shares of a leading cable firm at ₹1,725 per share—totaling ₹17.25 crore. This acquisition coincided with the stock hitting its upper circuit of 20%, following a spectacular 2,010% gain over three years and boasting a robust ₹800 crore order book .
2. Sale of Stake in Elecon Engineering
As per January 2025 filings, Kedia trimmed his holding in Elecon Engineering, a mid‑cap firm, from 1.29% to 1.09% during Q4. This sell-down marks his lowest stake since June 2021. Kedia held ~24.5 lakh shares at the end of December, down from ~29 lakh in September .
3. SME Multibagger: TAC Infosec Triumph
TAC Infosec, a cybersecurity entrant on the NSE SME platform, surged nearly 949–1,100% from its ₹106 IPO price, fueled by Kedia’s ~11% stake. As of H1 FY25, its share price soared ₹1,273, with revenues of ₹13.16 crore and profits of ₹6.5 crore .
4. Purchase in Greaves Cotton
In December 2024, another notable investment saw Kedia acquiring 1.2 million shares of Greaves Cotton (~0.52% stake) via bulk deals. This acquisition triggered a sharp 18% rally in the stock .
5. Defensive Alerts on IPOs and SME Stocks
Kedia recently cautioned investors, spotlighting concerns about manipulation in SME IPOs—arguing that roughly nine out of ten are “manipulated,” by promoters, bankers, or other entities .
Summary of Key Moves
| Date | Company / Segment | Action | Stake (%) | Impact / Result |
|---|---|---|---|---|
| Jun 11, 2025 | Cable Co. | Buys 100k shares | — | 20% upper circuit; 2,010% returns in 3 years |
| Dec 2024 | Greaves Cotton | Buys 1.2M shares | 0.52% | +18% stock spike |
| Jan 2025 | Elecon Engineering | Trimmed stake | from 1.29 → 1.09% | Lowest since 2021; profit booked |
| Apr–Dec 2024 | TAC Infosec (SME IPO) | IPO + holding | ~11% | 949–1,100% return |
| Ongoing | SME/IPOs | Warns on widespread fraud | — | 9/10 SME IPOs deemed manipulated |
Market Warnings and Thought Leadership
Kedia remains outspoken about structural and emerging threats challenging retail investors.
Deepfake Scam Alert
In late February 2025, Kedia warned on X (formerly Twitter) about a doctored deepfake video impersonating him. Using the same face and voice but delivered in unnatural English, the audio-visual fake touted “20× returns in one month.” Kedia urged followers to “verify before you trust,” calling his voice “perfect English with a Western accent” as a tell-tale fake .
Red Flags in Scams: Gensol Fraud
In April 2025, reacting to SEBI’s interim order on Gensol Engineering, which had nosedived ~86%, Kedia listed 10 red flags investors should watch to identify fraud-prone firms. He cautioned that “many similar companies… still hiding in the cupboard” could follow Gensol’s trajectory .
SME IPO and FNO Market Frenzy
Drawing from a CNBC interview, Kedia criticized the frothy conditions in SME IPOs and F&O segments, highlighting excessive hype, manipulation, and newbie retail participation that ignored underlying risks .
Vijay Kedia’s 2025 Influencer Playbook
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High-Conviction Buys in Undervalued Firms
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Heavy bets on cable, auto components, and engineering firms like Greaves Cotton demonstrate confidence in industrial resurgence.
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Smart Profit-Taking
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Prudent exits from Elecon Engineering and others underscore disciplined rebalancing to manage risk and gains.
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Championing SME and Tech Multibaggers
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His stake in TAC Infosec highlights faith in emerging sectors like cybersecurity and Web3.
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Investor Vigilance Advocacy
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Through scam alerts, red-flag checklists, and deepfake warnings, Kedia is preaching caution amid fintech fraud and hype.
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Macro Commentary with Prudence
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By raising concerns over market euphoria in SME IPOs and derivatives, he's sounding the bell for potential corrections.
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What Should Investors Do?
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Research before following. Don’t chase noisy hype or third-party deepfakes—verify source authenticity.
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Track portfolio shifts. Follow insider-led acquisitions (e.g. Greaves Cotton, cable company) for potential signals.
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Understand cyclical moves. Kedia’s buys in industrial sectors may reflect macro needs like infrastructure revival.
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Use red-flag frameworks. Apply Kedia’s 10-point checklist when evaluating SME or thinly traded firms.
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Stay disciplined. Celebrate gains and trim positions once targets are met, much like his Elecon decision.
Relevance of Today’s News
Vijay Kedia remains a fierce advocate of long-term investing, applying his signature "SMILE" framework—seeking companies that are Small in size, Medium in experience, Large in aspiration, Extra-large in market potential . His recent moves reflect balanced investing: backing disruptive areas like cybersecurity while deploying caution when markets show signs of speculative excess.
At the same time, his activist voice in warning against scams and deepfake schemes positions him not just as a wealth builder, but as a mentor to retail investors. He emphasizes awareness more than blind trust, reinforcing protective investing behavioral practices.
Conclusion: A Thoughtful Yet Bold Investor
In today’s market swirl—marked by AI hype, speculative IPOs, and digital abominations—Vijay Kedia stands firm as an anchor of fundamental investing. He backs real-world businesses, steps in decisively when opportunity meets discipline, and speaks loudly to caution investors before they fall prey to manipulation or fancy illusions.
As we observe his portfolio activity through 2025 and beyond, Kedia’s message remains clear: bet on solid businesses, stay alert, and don’t let the noise drown wisdom.
