Vijay Kedia Portfolio: How Much Dividend Did the Ace Investor Earn in FY26? Vijay Kedia, the founder and managing director of Kedia Securities Pvt. Ltd., is among India's most closely monitored retail investors. Known for his SMILE investment framework, which focuses on small and mid-cap companies with strong leadership potential, he has been investing in Indian equities for over four decades. His portfolio, which includes 22 publicly held stocks with a net worth exceeding ₹1,246.4 crore, generates significant passive income through dividends. In fiscal year 2026, his dividend earnings surpassed ₹3.81 crore, with four of his top ten holdings by value contributing the majority of this income. Kedia’s investment strategy emphasizes long-term growth, but his concentrated portfolio also benefits from steady cash flows. While capital gains often dominate headlines, his dividend income highlights the dual advantages of investing in quality businesses. Among his top ten holdings, four companies stood out as the primary contributors to his dividend earnings in FY26. These positions not only reflect his high-conviction bets but also demonstrate the reliability of passive income from well-managed firms. Neuland Laboratories, a Hyderabad-based manufacturer of active pharmaceutical ingredients, was one of the key contributors. The company paid a dividend of ₹12 per share during the year. With Kedia holding 1.3 lakh shares, this position generated ₹15.6 lakh in dividend income. Similarly, Elecon Engineering Company, a major player in industrial gears and material handling equipment, declared a dividend of ₹2 per share. Kedia’s holding of 22.5 lakh shares earned him ₹45 lakh from this position.#vijay_kedia #sudarshan_chemical_industries #neuland_laboratories #kedia_securities_pvt_ltd #elecon_engineering_company
Vijay Kedia's Top Dividend Stocks Drive Over Rs 3.8 Crore in FY26 Earnings Ace investor Vijay Kedia's portfolio delivered robust dividend income in fiscal year 2026, with four key stocks contributing over Rs 3.05 crore to his earnings. The investor's strategy of focusing on consistent dividend-paying companies proved resilient amid market volatility, as his total dividend income surpassed Rs 3.8 crore. These four stocks accounted for the majority of his dividend returns, highlighting the effectiveness of his long-term holding approach. The first standout stock in Kedia's portfolio is an omnichannel e-tailer specializing in fashion jewelry, accessories, and lifestyle products. This company generated the highest dividend contribution, with Kedia earning Rs 2 crore from his holdings. The firm announced a dividend of Rs 6 per share, and Kedia owned 33.75 lakh shares as of the March 2026 quarter. This significant return underscores the company's strong financial position and its ability to reward shareholders consistently. Elecon Engineering, a manufacturer and seller of power transmission and material handling equipment, was another key contributor. Kedia received Rs 45 lakh in dividends from his stake in the company. The firm distributed Rs 2 per share, and Kedia held 22.5 lakh shares. This steady dividend income reflects Elecon's stable business model and its ability to maintain profitability despite industry challenges. Sudarshan Chemical Industries, which produces organic and inorganic pigments, mica-based effect pigments, chemical intermediates, and pesticides, also played a major role. Kedia earned Rs 45 lakh from this stock, with the company paying Rs 4.5 per share in FY26.#hyderabad #vijay_kedia #elecon_engineering #sudarshan_chemical_industries #neuland_laboratories
