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Those familiar with the stock market and those who buy and sell shares have likely heard of Vijay Kedia. Vijay Kedia is an avid investor and is also known as India's Varun Buffett. Investors often monitor the stocks in his portfolio, and for such investors, today we're going to highlight some stocks that are currently available at discounts of up to 45% to 50%.
These stocks have been part of Vijay Kedia's portfolio for the past 10 years and have delivered impressive returns on numerous occasions. However, whether to buy these shares or not is entirely your decision. Our goal is only to provide information. Money9 does not advise you to buy or sell any stock.
So, let's return to our topic and learn about the stocks available at discounts. We'll also learn what Vijay Kedia has to say about the stock market. First, let's explore Vijay Kedia's views on the stock market. Vijay Kedia says that a fundamental shift has been observed in the Indian stock market right now, and now the bull market will last longer.
This means that the bullish trend in the market is seen for a longer period and the bear market period is shorter, that is, the period of decline is shorter. The latest example of this is that the Indian stock market started declining from last September-October and now the market is seeing recovery since the last one week, that is, the market has registered a decline of 6 months.
However, before that, the market had also seen a tremendous boom for 3 to 4 years. This is what Vijay Kedia also says. He says that currently the market is in consolidation mode and this consolidation mode can continue in future also. He says that fluctuations in the market are now a normal trend, hence there is no need to panic about it.
So let's come to those shares which are part of Vijay Kedia's portfolio and are currently available at a discount. The first name in this is Atul Auto Limited. This share has been part of Vijay Kedia's portfolio since 2015, that is, it has been in Vijay Kedia's portfolio for the last 10 years. Despite the decline in the stock market, Vijay Kedia has not removed this share from his portfolio.
Share March It was at 50 in 2020 and now it has seen a rise of %. Till 11:00 am today i.e. till 1100 am on 25 March, the stock was trading at ₹ 71. However, in today's morning trade, the stock has seen a decline of about 1 per cent and the 52 week high of the stock is 844, that is, at this time the stock is available at a discount of about 45 per cent from its 52 week high.
In such a situation, experts say that you can earn good profits in the coming time by including these stocks in your portfolio. Now let us know how much stake Vijay Kedia has in Atul Auto. Till the December quarter, Vijay Kedia's company Kedia Securities Private Limited had a stake of 2.71 per cent in Atul Auto and Vijay Kedia individually has a stake of more than 18 per cent in this share.
So, if seen in total, Vijay Kedia has a stake of more than 20 per cent in Atul Auto. Now let us see how has been the performance of Atul Auto Limited. The company's sales were ₹667 crore in FY29, which declined to ₹577 crore in FY24, meaning the company's sales saw a decline of ₹21 crore. However, sales are now showing a rebound, with sales of ₹5511 crore between April and December 2024.
The company's net profit between April and December 2024 was ₹ 125 crore, a ₹ 79 crore increase from the previous fiscal year. Tremendous growth is being seen in both sales and net profit, and in 2023, the company has also entered the electric vehicle market. Consequently, the company's performance could be even stronger in the future.
Let's talk about another stock that has been part of Vijay Kedia's portfolio for the past 10 years and is currently available at a discount. This stock is OIA Limited, which is also available at a discount. This stock has been part of Vijay Kedia's portfolio since 2015. The company's market cap is currently ₹69 crore.
It is a subsidiary of Repo India, and it also deals in the printing business. In March 2020, the company's share was at ₹ 20, and today, as of 11:15 am, the stock was trading at ₹ 4425. During this period, a jump of ₹ 25 has been recorded in the stock. Now, if we talk about the 52-week high of the stock, it is ₹ 883, and the stock is currently available at a discount of more than 50% from its 52-week high.
So, you have a chance to include this stock in your portfolio. Now let's see who has what share in Repo India. Talking about the share, till the December quarter, Vijay Kedia had a 6.33% share in Repo India, whose value is more than 9 crores. But apart from Vijay Kedia, investor Madhusudan Kela also has a share in the company, and this share is more than 3%.
This was about who has what share in the company. Now, let's see who are the clients of Repo India. The first name among the clients of Repo India is Cambridge University Press is next. Oxford University Press is Penguin Publishing India Pvt. Ltd. Amazon's deal is also a customer of Rep India's digital printing.
Now let's talk about Rep India's performance. Because before investing in any company, you must also look at the company's performance. So now let's talk about its performance. Rep India had sales of ₹399 crore in FY1 and sales of ₹80 crore have been recorded in FY24. In 2024, between April and December, the company has so far made sales of ₹343 crore, which means that in just a few months of 2024, the company has already made sales of ₹3343 crore.
So this was the information about two stocks which have been a part of Vijay Kedia's portfolio for the last 10 years and are currently available at a discount of 45 to 50 percent. If you want to invest in these, it will be your decision. You can also take the help of an expert in this. So, we hope you liked our report.
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