SYNOPSIS: Ace investor Vijay Kedia’s portfolio remains closely watched by investors. Here are four stocks from his holdings that currently report strong profitability metrics, with high RoE and RoCE, reflecting healthy financial performance.
Vijay Kedia’s portfolio is widely tracked in the Indian stock market, not only because of his reputation as a seasoned investor but also due to the strong returns his investments have delivered over the years. He started investing in the stock market at the age of 19 and later founded Kedia Securities in 1992 when he was 33, gradually building his identity as one of the well-known investors in the market.
Kedia also follows his well-known SMILE approach, which stands for Small in size, Medium in experience, Large in aspiration, and Extra-large in market potential. He was introduced to the world of stocks at an early age, as he grew up in a family involved in stockbroking. His interest in the markets developed during his teenage years, and over time, that passion turned into a full-time career in investing.
According to the latest corporate shareholding data, Vijay Kishanlal Kedia publicly holds stakes in 17 listed companies, with a combined portfolio value of more than Rs. 1,052 crore. Listed below are some notable stocks held by renowned ace investor Vijay Kedia that currently have a high RoE and RoCE of more than 20 percent:
Elecon Engineering Company Limited
With a market cap of Rs. 8,527 crores, the stock closed in the red at Rs. 380 on BSE, down by around 3 percent on Friday. As per the December 2025 shareholding pattern, the renowned ace investor Vijay Kishanlal Kedia holds a 1 percent stake in the company.
In terms of financial ratios, Elecon Engineering currently has a Return on Equity (RoE) of 23 percent, and Return on Capital Employed (RoCE) of 28.5 percent, with a debt-to-equity ratio of 0.11.
Elecon Engineering Company Limited is involved in the design and manufacturing of Industrial Gears and Material Handling Equipment and is also involved in providing erection and commissioning solutions for its products.
Siyaram Silk Mills Limited
With a market cap of Rs. 2,201.6 crores, the stock closed in the red at Rs. 485.25 on BSE, down by around 3 percent on Friday. As per the December 2025 shareholding pattern, the renowned ace investor Vijay Kedia holds a percent stake in the company.
In terms of financial ratios, Siyaram Silk currently has a Return on Equity (RoE) of 16.4 percent, and Return on Capital Employed (RoCE) of 20.4 percent, with a debt-to-equity ratio of 0.3. Siyaram Silk Mills Limited is engaged in the business of manufacturing, branding and marketing of fabrics, readymade garments and indigo dyed yarn.
TechD Cybersecurity Limited
With a market cap of Rs. 363 crores, the stock closed in the green at Rs. 485 on NSE, up by around 1 percent on Friday. As per the December 2025 shareholding pattern, the renowned ace investor Vijay Kedia holds a 5.26 percent stake in the company.
In terms of financial ratios, TechD Cybersecurity currently has a Return on Equity (RoE) of 62.4 percent, and Return on Capital Employed (RoCE) of 81.5 percent, with zero debt.
TechD Cybersecurity Limited is engaged in providing information security solutions, audit and compliance services with a focus on Cyber Security. Its operations encompass the development, management, and security of computer software and websites.
It offers a comprehensive suite of cyber security services, including vulnerability assessment, penetration testing, cybercrime consulting, and IT security solutions. In addition, the company conducts training, research, and awareness programs in the areas of cyber law, security, and related emerging technologies.
TAC Infosec Limited
With a market cap of Rs. 935 crores, the stock closed in the red at Rs. 444.9 on BSE, down by over 1 percent on Friday. As per the December 2025 shareholding pattern, the renowned ace investor Vijay Kedia, via Kedia Securities Private Limited, holds a 9.58 percent stake in the company.
In terms of financial ratios, TAC Infosec currently has a Return on Equity (RoE) of 41.3 percent, and Return on Capital Employed (RoCE) of 43.7 percent, with a debt-to-equity ratio of 0.01.
TAC Infosec Limited offers risk-based solutions for vulnerability management and assessment, cybersecurity quantification, and penetration testing in a SaaS model. Its flagship product, ESOF (Enterprise Security in One Framework), excels in cyber scoring, cyber risk quantification, and leveraging advanced AI for vulnerability assessment and penetration testing.
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