Vijay Kedia’s bet on India’s infra boom: One high quality compounder vs one Turnaround stock
- Posted on June 19, 2026
- By Financial Express
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- 1 min read
Vijay Kedia’s bet on India’s infra boom: One high quality compounder vs one Turnaround stock
Ace Investor Vijay Kedia has spent decades buying small companies with large ambitions. Currently, his portfolio shows a quiet tilt towards the unglamorous machinery and civil muscle behind India's infrastructure boom. Two of those bets sit at opposite ends of the risk ladder. Is either one worthy of your watchlist?