September 30, 2025
vijay-kedia-portfolio
Vijay Kedia has hand-picked a fail-safe blue-chip small-cap stock which is on a disruptive and exciting phase of growth. It is a first-mover and is expected to have minimum one-third market share of a Billion dollar industry
Vijay Kedia has hand-picked a fail-safe blue-chip small-cap stock which is on a disruptive and exciting phase of growth. It is a first-mover and is expected to have minimum one-third market share of a Billion dollar industry




Bhool Jao Purane Bhaav, Karo Nayi Shuruvaat

Vijay Kedia’s gold plated portfolio of multibagger stocks has not escaped the wrath of the Bears.

As one can see from the list below, the portfolio is now a shadow of its former glorious self and is worth (only) Rs. 253 crore.

However, unlike the rest of us who are lamenting our losses and wallowing in sorrow, Vijay Kedia is cheerful and is exhibiting optimism.

He composed a song for his massive legion of 3.75 lakh followers and advised them not to be obsessed about the failures of the past but to look at the future with faith and confidence.

Utho karo phir se tayyari, mauka dega share bazaar,” he sang in chaste Hindi.

The song inspired his followers and was well received by them.

Latest Portfolio Of Vijay Kedia
Stock CMP (Rs) Nos of shares Value (Rs Cr)
Sudarshan Chemical 357.95 1,936,739 69.3
Vaibhav Global 795.85 700,000 55.7
Cera 2309.65 140,000 32.3
Repro India 331.50 901,491 29.9
Everest Ind 131.10 950,000 12.5
Heritage Foods 216.00 468,000 10.1
Lykis 13.50 6,663,818 9.0
Astec Life 393.10 200,000 7.9
Neuland Lab 276.00 250,000 6.9
Cheviot Company 518.45 100,740 5.2
Innovators Facade Systems 21.35 2,010,632 4.3
Kokuyo Camlin 41.60 1,010,000 4.2
Atul Auto 136.70 253,451 3.5
Yash Pakka 21.40 520,806 1.1
Panasonic Energy 103.15 93,004 .95
253




Repro India is a godsend for the publishing industry

Repro India is one of Vijay Kedia’s all-time favourite stocks.

He is not only the single largest shareholder of the Company but has also recommended it us on umpteen occasions.

The reason for his fascination with Repro is because he believes that it will someday disrupt the publishing industry the way that Apple disrupted the Computer and Phones industry.

Vijay-Kedia-Portfolio-Repro

In his latest article in Outlook Business, Vijay Kedia has described Repro as a “godsend”.

Repro India has created a print-on-demand solution where it prints a book after the customer has bought it, hence disrupting the decades-old existing supply chain,” he has stated.

Its solution fulfills the demand through various channels – by aggregating, digitising, listing titles on online storefronts, producing on demand, delivering anywhere in the world. Repro has done this through tie-ups with the world’s largest e-retailers – including Amazon, Flipkart, Paytm, Infibeam, Rediff and Snapdeal,” he has added.



Publishing industry expected to grow to ~80-100 billion in the near future

In the article, Vijay Kedia has also given further cogent reasons as to why Repro is likely to emerge a winner.

He has pointed out that India is presently the sixth-largest book market in the world with a massive number of people buying online.

Already, around 100,000 books are sold per day through online marketplaces.

In fact, books account for nearly 15% of the overall e-commerce trade, just trailing behind electronics at 34%.

He has also pointed out that the Indian e-commerce market is expected to grow to $200 billion by 2026, and the online book market in India is expected to grow to ~80-100 billion in the next three to five years.

He has opined that Repro is ideally placed to solve a number of problems and challenges plaguing the publishers in the traditional way of doing business.

The Repro solution is a tech platform that aggregates content from publishers all over the world and reaches more books to more readers, anytime, anywhere,” Vijay Kedia has explained.

He has also equated Repro with successful Billion dollar aggregation platforms such as Uber and Airbnb which connect products and services to users.

The publishers can focus their energies on creating a book, making no other investment. The industry need no longer be bogged down by worries about inventory, obsolescence, returns and wastage,” he has argued in a convincing manner.

After a brilliant analysis of several other issues, Vijay Kedia has concluded that Repro is be entering an exciting phase of growth with its capex almost over and commercialisation of the new capacity set to start in FY21.

He has also pointed out that the balance sheet has become healthy with debt/equity ratio falling to 0.35 in December 31, 2019, as against 0.52 in March 31, 2019.

The operating cash flows have been improving and the company may start generating healthy free cash flows from FY21.

He has also pointed out that the old printing business could continue to be a cash cow for the company and generate a healthy working capital cycle.

Being the first-mover in this space, we expect Repro India to have minimum one-third market share in three to four years, and we are confident that it will disrupt the industry in a meaningful way,” he has concluded.










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