Ace Investor Vijay Kedia Adds Two Promising Stocks, Yatharth Hospitals and TechD Cybersecurity, to His Portfolio

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Ace Investor Vijay Kedia Adds Two Promising Stocks, Yatharth Hospitals and TechD Cybersecurity, to His Portfolio
Overview

Renowned investor Vijay Kedia has expanded his portfolio to 16 stocks, now valued over Rs 1,320 crore, by acquiring stakes in Yatharth Hospital & Trauma Care Services Limited and TechD Cybersecurity Limited. Yatharth Hospital, a growing healthcare provider, saw its sales and profits rise significantly. TechD Cybersecurity, a cybersecurity firm, has demonstrated exceptional growth in sales and profits since its recent listing. These additions reflect Kedia's strategy of identifying high-potential companies.

Ace investor Vijay Kedia, often referred to as an 'investment guru,' has recently added two new companies to his investment portfolio, bringing the total to 16 stocks with a combined value exceeding Rs 1,320 crore. The newly acquired stakes are in Yatharth Hospital & Trauma Care Services Limited and TechD Cybersecurity Limited, both exhibiting strong growth metrics.

Yatharth Hospital & Trauma Care Services Limited: This multi-care hospital chain in North India has shown impressive financial performance. Its sales have grown at a compounded annual rate of 45% from FY20 to FY25, while EBITDA grew by 43%. The company achieved a remarkable turnaround from losses in FY20 to profits of Rs 131 crore in FY25. Since its listing in August 2023, its share price has surged by 144%. Kedia acquired a 1% stake worth Rs 78 crore.

TechD Cybersecurity Limited: This cybersecurity solutions provider has experienced explosive growth. Its sales have grown at a compound annual rate of 118% from FY21 to FY25, and EBITDA surged by a staggering 292%. The company achieved profitability in FY25 after being loss-making in FY21. Kedia invested Rs 24 crore for a 5.26% stake shortly after its listing in September 2025, which has already seen a 58% jump.

Impact: This news can influence investor sentiment towards the healthcare and cybersecurity sectors. The involvement of a prominent investor like Vijay Kedia often leads to increased attention and potential buying interest in the targeted stocks, potentially driving their prices higher. It also signals confidence in the growth prospects of these specific companies within their respective industries.
Impact Rating: 7/10

Explanation of Difficult Terms:

  • Multibaggers: Stocks that provide returns multiple times their initial investment.
  • EBITDA: Earnings Before Interest, Taxes, Depreciation, and Amortization; a measure of a company's operating performance.
  • CAGR: Compound Annual Growth Rate; the average annual growth rate of an investment over a specified period longer than one year.
  • PE: Price-to-Earnings ratio; a valuation metric comparing a company's share price to its earnings per share.
  • CERT-In: Indian Computer Emergency Response Team; a nodal agency for cyber security incidents in India.
  • ISO 27001: An international standard for information security management systems.
  • BFSI: Banking, Financial Services, and Insurance.
  • NBFCs: Non-Banking Financial Companies.
  • ARPOB: Average Revenue Per Occupied Bed; a key performance indicator in the hospital industry.
  • ROE: Return on Equity; a measure of profitability relative to shareholders' equity.
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