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Hello friends, welcome to Investing Bites. Today we are going to talk about the major changes in the portfolio of the country's leading investor Vijay Kedia ji. Yes friends, in the September 2025 quarter, Vijay Kedia has made a big turnaround in his portfolio of Rs 10292.5 crore. He has invested in a new company.
The stake in one company has been increased and the stake in another company has been reduced. So let us know in full detail what move he has made and what it means for common investors. Yatharth Hospital First of all let us talk about the new company in which Kedia ji has entered. Yatharth Hospital and Trauma Care Services: He has bought 9.65 lakh shares i.e.
about 1% stake in this hospital chain. This Delhi NCR Best Hospital was listed in August 2023 at ₹300 and has given returns of around ₹172% since then. Currently its share is trading around ₹810. Even in the last 1 year, this stock has given an excellent return of around 23%. The company's operational revenue increased by 22% to Rs 257.8 crore in the second quarter of FY 2025-26.
Which shows that the company is moving towards rapid growth. Global Vectra Now let's talk about the company in which Vijay Kedia has increased his stake. Global Vectra Helicorp Ltd: This company provides helicopter services and Kedia ji has added around 2.6 lakh shares in it. Due to which his total stake has become 4.86%.
Interestingly, he increased this investment when the share price was falling. The stock has declined nearly 20% in the past one year and closed 6.35% lower at ₹27.69 on Friday. That means it is a contrarian move. When other investors are scared. Kedia ji looks for opportunities. Apart from this, Kedia G has reduced its stake in Affordable Robotics and Automation in its portfolio.
However, the exact figures have not been revealed. But it is clear that they have withdrawn some cash from this sector. So that others can take advantage of the opportunity in growth stocks. If we look at their strategy, it is completely growth oriented and balanced approach. Vijay Kedia always invests in companies that are in their early growth phase but are fundamentally strong.
On one hand, he entered the healthcare sector which can become India's biggest growth driver in the coming years. On the other hand, it has strengthened its position in the aviation and service sector. So friends, from these steps of Vijay Kedia, we learn that to achieve success in the market, it is important to focus not only on trends but also on value and vision.
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