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PSU Fertilizer Stock Madras Fertilizers Shares in Focus After FY26 Profit Rises to ₹8,042 Lakhs
Madras Fertilizers Ltd26 minutes ago
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Rudransh Sangwan
Ace investor Vijay Kedia’s portfolio value rose to ₹1,323 crore in the March 2026 quarter, with several holdings delivering strong returns despite volatile markets. Stocks like Advait Energy Transitions, Websol Energy, Yatharth Hospital, and SPML Infra rallied between 14% and 44% in CY2026. Kedia also added five new stocks during Q4 FY26, including SPML Infra, Websol Energy, Precision Camshafts, Mahamaya Lifesciences, and Exato Technologies, signaling continued focus on infrastructure, renewable energy, manufacturing, and healthcare sectors.
Ace investor Vijay Kedia continued reshaping his portfolio during the March 2026 quarter, with several of his holdings delivering strong returns despite broader market volatility.
According to the latest shareholding data, Vijay Kedia publicly held stakes in around 22 listed companies during Q4 FY26, with the total portfolio value rising to nearly ₹1,323 crore as of May 8, 2026, compared with approximately ₹1,170 crore in December 2025. That represents a portfolio growth of nearly 13% in just one quarter.
Several stocks in the portfolio surged between 10% and 44% in calendar year 2026 so far, while Kedia also added five fresh stocks during the March quarter, signaling continued confidence in select smallcap and midcap themes.
| Particulars | March 2026 |
|---|---|
| Total Public Holdings | 22 Stocks |
| Portfolio Value | ₹1,323 Crore |
| Previous Quarter Value | ₹1,170 Crore |
| Quarterly Growth | 13% |
The portfolio remained diversified across sectors including engineering, healthcare, energy transition, automation, hospitals, infrastructure, and specialty manufacturing.
Several stocks in the portfolio posted strong gains during CY2026.
| Stock | CY26 Gain | Stake Held | Stake Value |
|---|---|---|---|
| Advait Energy Transitions | 44% | 1.14% | ₹26 Cr |
| Websol Energy System | 28% | 1.02% | ₹51 Cr |
| Yatharth Hospital | 27% | 1.00% | ₹83 Cr |
| SPML Infra | 24% | 1.88% | ₹33 Cr |
| Neuland Laboratories | 16% | 1.01% | ₹230 Cr |
| Elecon Engineering | 16% | 1.00% | ₹126 Cr |
| Exato Technologies | 14% | 7.10% | ₹29 Cr |
The rally highlights Kedia’s preference for niche growth businesses with long-term sectoral tailwinds.
| Metric | Details |
|---|---|
| Stock Gain | 44% |
| Price Move | ₹1,456 → ₹2,094 |
| Vijay Kedia Stake | 1.14% |
| Stake Value | ₹26 Crore |
The company benefited from growing investor interest in renewable energy infrastructure and energy transition themes.
| Metric | Details |
|---|---|
| Stock Gain | 28% |
| Price Move | ₹90 → ₹115 |
| Stake Held | 1.02% |
| Stake Value | ₹51 Crore |
Websol Energy was one of the notable fresh additions during the March quarter, indicating Kedia’s growing exposure toward solar and clean energy businesses.
| Metric | Details |
|---|---|
| Stock Gain | 27% |
| Stake Held | 1.00% |
| Stake Value | ₹83 Crore |
Healthcare and hospital-focused companies continued attracting investor interest amid rising healthcare spending and expansion opportunities.
| Metric | Details |
|---|---|
| Stock Gain | 24% |
| Stake Held | 1.88% |
| Stake Value | ₹33 Crore |
SPML Infra also emerged as one of the new additions to the portfolio during Q4 FY26, reflecting optimism around infrastructure and water management spending.
| Metric | Details |
|---|---|
| Stock Gain | 16% |
| Stake Held | 1.01% |
| Stake Value | ₹230 Crore |
Neuland Laboratories remained one of the most valuable holdings in the portfolio, supported by strong pharma export demand and specialty API growth.
| Metric | Details |
|---|---|
| Stock Gain | 16% |
| Stake Held | 1.00% |
| Stake Value | ₹126 Crore |
The engineering company continued benefiting from industrial capex growth and manufacturing sector recovery.
| Metric | Details |
|---|---|
| Stock Gain | 14% |
| Stake Held | 7.10% |
| Stake Value | ₹29 Crore |
Exato Technologies was another fresh portfolio addition during the March quarter.
Not all holdings delivered positive returns.
| Stock | CY26 Performance | Stake Held |
|---|---|---|
| Affordable Robotic & Automation | -13% | 7.39% |
| Repro India | -17% | 6.32% |
| Mahindra Holidays | -23% | 1.00% |
The decline in these counters reflects continued volatility in selective smallcap and discretionary consumption stocks.
Vijay Kedia introduced five new companies into his portfolio during Q4 FY26.
| New Stock Added | Sector |
|---|---|
| SPML Infra | Infrastructure |
| Websol Energy | Solar Energy |
| Precision Camshafts | Auto Components |
| Mahamaya Lifesciences | Healthcare |
| Exato Technologies | Technology |
The additions indicate increasing exposure toward manufacturing, renewable energy, engineering, and healthcare themes.
Retail investors closely track Vijay Kedia’s portfolio because of his long-term investment style focused on scalable businesses with strong management quality.
Many of his investments historically delivered multibagger returns over longer periods.
Separately, ETMarkets data also highlighted several stocks that gained continuously over five trading sessions ending May 8.
| Stock | 5-Day Gain |
|---|---|
| RR Kabel | 24% |
| Nuvama Wealth Management | 23% |
| Neuland Laboratories | 18% |
| Yes Bank | 15% |
| Cholamandalam Financial Holdings | 15% |
| Sheela Foam | 14% |
| Kaynes Technology | 11% |
| Allied Blenders | 11% |
| Poonawalla Fincorp | 11% |
| Dabur India | 10% |
| Hindustan Aeronautics | 10% |
| ICICI Prudential Life | 10% |
| Cera Sanitaryware | 10% |
Neuland Laboratories appeared both among Kedia’s top holdings and the market’s strongest short-term performers.
Analysts say the broader market is witnessing selective rotation toward quality smallcap and midcap businesses after recent volatility.
Themes currently attracting investor attention include:
Kedia’s latest portfolio additions appear aligned with several of these structural themes.
Vijay Kedia’s portfolio continued showing resilience during Q4 FY26, with multiple holdings delivering double-digit gains despite broader market uncertainty.
The investor’s new additions in solar energy, infrastructure, healthcare, and engineering suggest continued confidence in India’s long-term manufacturing and domestic growth story.
While some holdings faced pressure, the strong rally in stocks like Advait Energy, Websol Energy, Yatharth Hospital, and SPML Infra reinforced the market’s appetite for niche high-growth businesses.
For investors, the portfolio once again highlights the importance of sectoral trends, long-term conviction, and identifying scalable businesses early.
Vijay Kedia’s publicly disclosed portfolio value stood at approximately ₹1,323 crore as of May 8, 2026.
Advait Energy Transitions emerged as the top gainer with a 44% rise in CY2026.
The investor added SPML Infra, Websol Energy, Precision Camshafts, Mahamaya Lifesciences, and Exato Technologies.
His portfolio is focused on renewable energy, infrastructure, healthcare, engineering, automation, and manufacturing themes.
Investors follow Vijay Kedia because of his long-term investing approach and history of identifying multibagger smallcap stocks early.