By BullScreen Editorial Team 
Several stocks in ace investor Vijay Kishanlal Kedia’s portfolio are now trading at steep discounts, with some hitting declines of over 70% from their 52-week highs. These sharp corrections have drawn investor attention, prompting discussions on valuation, market cycles, and potential long-term opportunities.
Affordable Robotic & Automation Limited (ARAPL), an industrial automation and robotics firm based near Pune, is currently trading at Rs. 144.75 per share, up 2.66% from the previous close of Rs. 141.00. The stock is down 73.19% from its 52-week high of Rs. 540. Kedia holds a 7.39% stake in the company, worth approximately Rs. 10 crore. ARAPL provides turnkey automation solutions for manufacturing plants, primarily in the automotive and engineering sectors.
TAC Infosec Limited, a cybersecurity company led by Trishneet Arora, is trading at Rs. 482.35 per share, a 10% gain from its previous close of Rs. 438.50. The stock remains 46.38% below its 52-week high of Rs. 899.65. Kedia holds a 13.2% stake valued at Rs. 55.3 crore. TAC Infosec specializes in vulnerability management and AI-driven risk quantification, serving enterprises and governments across 100+ countries.
Innovators Facade Systems Limited, an architectural façade and fenestration company, is priced at Rs. 107.20 per share, down 1.02% from its previous close, trading 54.34% below its 52-week high of Rs. 234.80. Kedia’s 10.66% stake in the company is valued at Rs. 21.3 crore. The firm offers end-to-end façade solutions for commercial and residential projects nationwide.
Other portfolio highlights include Sudarshan Chemical Industries Limited, trading at Rs. 762, 52.49% below its 52-week high; Patel Engineering Limited, at Rs. 24.60, 47.19% down; Global Vectra Helicorp Limited, at Rs. 152.25, 46.40% down; and Elecon Engineering Company Limited, at Rs. 387, 45.99% below its peak. Kedia holds minority stakes in each, with combined valuations ranging from Rs. 9 crore to Rs. 79.8 crore.
These declines reflect broader market corrections and sector-specific challenges, including supply chain pressures, cyclical demand, and investor caution toward mid-cap industrial and engineering stocks. Analysts note that while discounts can signal risk, they may also present opportunities for long-term investors seeking quality companies at attractive valuations.
With Kedia known for his ability to identify high-growth potential early, market watchers will be closely observing these stocks to gauge whether the recent pullbacks offer a strategic entry point.