Synopsis: Ace investor Vijay Kedia increased stake in an SME pharma company and added a smallcap infrastructure stock in Q4, reflecting continued interest in niche healthcare and infrastructure opportunities.
The pharmaceutical sector sees steady demand driven by healthcare needs, exports, and niche offerings, supporting consistent growth. Infrastructure benefits from government focus on water, urban development, and spending, ensuring visibility and order inflows. These trends align with ace investor Vijay Kedia’s strategy, who holds a concentrated portfolio of around 16–17 stocks with investments of about Rs. 1,000–1,300 crore, reflecting high-conviction bets on scalable sectors.
Mahamaya Lifesciences
Mahamaya Lifesciences is an India-based agrochemical company, incorporated in 2002, engaged in manufacturing and exporting crop protection products, pesticides, and specialty chemicals. It focuses on plant and soil health solutions, supplying formulations to domestic companies and global markets, with a growing presence in agricultural inputs.
With the market capitalization of Rs. 452 Crores, the shares of Mahamaya Lifesciences Ltd were trading at around Rs. 193 per share which is x percent discount from its 52 weeks high of Rs. 205 per share and the ace investor increased stake from ~2.3% to ~4.5% in Q4 FY26
Revenue from operations has increased on a yearly basis from Rs. 146 Crores to Rs. 163 Crores, up 11.6 percent. Operating profit has increased from Rs. 13 Crores to Rs. 15 Crores, up 15.3 percent and net profit has increased from Rs. 7 Crores to Rs. 8 Crores, up 14 percent
SPML Infra
SPML Infra is an India-based infrastructure development company, established in 1981, focused on water management, power transmission, and urban infrastructure projects. It executes EPC and PPP projects, with experience across water supply, sanitation, energy, and civil construction, having completed 700+ projects nationwide
With the market capitalization of Rs. 1,711 Crores, the shares of SPML Infra Ltd were trading at around Rs. 215 per share which is x percent discount from its 52 weeks high of Rs. 323 per share and the ace investor has taken fresh stake of ~1.9 percent in Q4 Fy26
Revenue from operations has increased on yearly basis from Rs. 188 Crores to Rs. 230 Crores, up 22 percent. Operating profit has increased from Rs. 10 Crores to Rs. 25 Crores, up 150 percent and net profit has increased from Rs. 10 Crores to Rs. 20 Crores, up 100 percent.
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