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Vijay Kedia is buying a multi-bank stock that has doubled in 6 months. I read about Vijay Kedia. Whenever he invested, he bought 9-10% of the stock in the IPL. Vijay Kedia has bought 9.8% in this company, and you bought it the day before yesterday. In March 2020, the price of this stock was ₹40, and today it has reached around ₹400.
Why would Vijay Kedia, one of India's top small-cap and mid-cap investors, buy 13% in an unknown company? What's so special about this company? This company was started in 2005 with the name Affordable Robotics and Automation Limited. While working there, I went to Cologne, Germany, where it was in 1999.
We were installing 2000 robots in the Cologne plant. I used to work directly at Mahindra. From Mahindra, I went there directly. When I came back, I thought that they should start robotic IT before time. Bajaj Auto or whoever else is involved, we design, manufacture, and install their complete welding plants.
Bajaj Auto Mahindra's biggest customer is Mahindra, which has a lot of parking issues here. You can handle all this underneath it or some big projects as well. We handle these very large projects like ground plus 30 floors and very complicated and advanced parking in Bombay. Yaar Limited easily fits into Vijay Kedia's smart investment method.
Now, because it is a small business company, its market potential is very large. Every large-scale business needs automated machinery for low-cost, efficient manufacturing. Its market potential should be so huge that it should be ₹5,000. So, I always say that I never invest in crocodiles of funds. I invest in ocean fish, for which there is an entire ocean to measure.
By 28, the automation industry is going to do 14.2 billion rupees, and the market size of its product is very small. While there's no ocean for 1000 crore rupees, at least its market size should be affordable. Robotics and automation are producing many robots, which companies and large-scale manufacturers will definitely need, such as welding machines, material handling, and assembly lines.
If you want to sell worldwide, Moderna's businesses have to go online. APL's major revenue stream comes from its automation business. This company also manufactures warehouse automation equipment for Moderna's needs. Its equipment can process, unload, pack, and store products, which gives your business maximum efficiency.
To further improve automation, you can first identify WhatsApp and perform multiple tasks. APL designs multi-level parking systems that can store a maximum number of vehicles in a small space. It has large infrastructure for the urban population. It also has some unique features, such as design and maintenance.
Due to its unique features, ARAPL has also won government tenders. It has recently incorporated in this company for expansion. Recently, last year, the company also invested in IT education, which has become a very important player. Annual maintenance contracts are also available to you. Bajaj itself handles the annual maintenance contract in this business line.
Its revenue has been 14.2% in the last 5 years, but the company's net profit has been very average, due to its growing expenses. But one thing we should remember in this business is that there is a gap of years between the launch and delivery of these projects, due to which it is not easy to judge the profit on an annual basis.
According to the management, the company has been experiencing slow growth in the last 2 years due to Covid. Now let's discuss why this company fits into Vijay Kida's smart investment strategy. First, its smallest size, this company is a small-cap company. The second criterion is medium in experience.
They operated it in 2005 and they have managed and survived the cycles like the financial crisis of 2008. The third criteria is the actions of the big pressure company like incorporation revenue which is similar but different products. The management is growth oriented due to many points and we also get an idea of how growth oriented the management is but yes remember that Vijay Karia has a very high risk tolerance and he can take risks and invest.
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