Ace investor Vijay Kedia ne bazaar mein phir se bade moves kiye hain, apne Rs 1,133 crore ke substantial portfolio mein do aham stocks add kiye hain. Filings se pata chalta hai ki Patel Engineering Ltd., jo ek established infrastructure aur construction firm hai, mein strategic re-entry hui hai aur Advait Energy Transitions Limited, jo tezi se badhti green energy sector mein hai, mein ek nayi kharidari ki gayi hai. Kedia ka Patel Engineering Ltd. mein phir se interest dikhna, isse pehle ki unhone substantial profits book kiye the, ek important move hai. Yeh engineering firm, jo dams aur bridges jaise bade civil works mein involved hai, ne mazboot financial recovery dikhai hai. FY20 se FY25 tak sales 14% CAGR se badhi hain, jabki EBITDA mein 32% CAGR ki aur bhi mazboot growth dekhi gayi hai. Company FY21 mein loss-making hone ke baad profitable ho gayi hai, aur net profits mein kafi sudhar hua hai. 8x ke Price-to-Earnings (PE) ratio par trade karte hue, jo industry median 18x se kafi kam hai, Patel Engineering deep undervalued lagti hai. Stock filhal apne all-time aur 52-week highs se kafi discount par mil raha hai. Kedia ka 1.01% ka investment ek turnaround story mein conviction dikhata hai, jiska maqsad shayad pichle safalon ko dohrana hai, haalanki company ko contingent liabilities ka saamna karna padta hai. Advait Energy Transitions Limited Kedia ka future growth sectors par bet hai. Yeh company, jo power transmission aur infrastructure mein leader hai, Green Hydrogen aur Solar Power integration mein tezi se expand kar rahi hai. Iska financial performance zabardast raha hai, jismein FY20 aur FY25 ke beech sales 55% CAGR se aur EBITDA 67% CAGR se badhi hain. Net profits mein isi dauran 131% CAGR ka astonishing surge aaya hai. Advait Energy ne pehle hi kamaal ke returns diye hain, paanch saal mein Rs 1 lakh ko Rs 52 lakh se zyada mein badal diya hai. 37x ke premium PE par trade karte hue, investors ismein zabardast future growth ki ummeed laga rahe hain. Kedia ka 1.1% stake India ke green energy transition mein iske potential ke prati confidence dikhata hai, jo unke SMILE (Small-cap with Large aspirations) investment philosophy ke anusaar hai. Vijay Kedia ke ye moves India ke infrastructure development aur renewable energy ki taraf critical shift mein investor confidence ko underscore karte hain. Jabki Patel Engineering ek deep-value turnaround opportunity offer karti hai, Advait Energy green energy space mein high-growth potential ko highlight karti hai. Investors closely dekhenge ki kya ye strategic bets aur multibagger returns dete hain.
Vijay Kedia ka Infra Revival aur Green Energy Stocks par Naya Daav
RENEWABLES
Overview
Ace investor Vijay Kedia ne Patel Engineering mein wapas entry li hai aur Advait Energy Transitions mein naya stake acquire kiya hai. Unke latest portfolio additions, Rs 1,133 crore se zyada ke hain, aur ye un companies ko target kar rahe hain jismein strong profit growth hai aur jo significant discounts par mil rahi hain. Patel Engineering, ek construction firm, FY21 ke baad turnaround dikha rahi hai aur 2021 se stock mein 173% ka jump aaya hai. Advait Energy, jo green hydrogen aur solar par focus karti hai, ne paanch saal mein Rs 1 lakh ko Rs 52 lakh mein badal diya hai, jismein 5,127% ka surge aaya hai.
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