Vijay Kedia Portfolio: How Much Dividend Did the Ace Investor Earn in FY26? 

Synopsis: An ace investor’s portfolio quietly delivered over ₹3.81 crore in dividend income in FY26, with four of his top ten holdings by value driving the bulk of the payout, underscoring the dual benefit of capital appreciation and steady cash flows in a concentrated long-term portfolio.

Vijay Kedia, founder and managing director of Kedia Securities Pvt. Ltd., is one of India’s most closely watched retail investors. Known for his SMILE investment framework focusing on small and mid-cap companies with strong leadership potential, he has been investing in Indian equities for over four decades. 

As per the latest corporate shareholdings filed, he publicly holds 22 stocks with a net worth of over ₹1,246.4 crore. While his high-conviction multibagger picks often grab the headlines, his portfolio also generates meaningful passive income through dividends, and FY26 was no exception. Here is a breakdown of his dividend income from key portfolio companies. 

Top Ten Holdings, Quiet Dividend Engine

Vijay Kedia, has built his reputation on identifying small and mid-cap companies with strong growth potential well before they enter the mainstream radar. While capital gains often grab the headlines, his concentrated portfolio also generates a meaningful stream of dividend income – a quieter but steady reward for long-term conviction. Among his top ten holdings by value, four companies stood out as the biggest contributors to his dividend income in FY26.

Four Stocks, One Big Payout

Neuland Laboratories, a Hyderabad-based manufacturer of active pharmaceutical ingredients serving regulated markets across the globe, paid a dividend of ₹12 per share during the year. With Kedia holding 1.3 lakh shares, this translated into dividend income of ₹15.6 lakh.

Elecon Engineering Company, one of Asia’s largest manufacturers of industrial gears and material handling equipment catering to sectors such as power, cement, steel, and mining, paid ₹2 per share. Kedia’s holding of 22.5 lakh shares earned him ₹45 lakh from this position.

Sudarshan Chemical Industries, a leading manufacturer of pigments and performance colours supplying industries ranging from coatings and plastics to cosmetics, declared a dividend of ₹4.5 per share. Kedia’s 10 lakh shares in the company generated another ₹45 lakh in dividend income.

The largest contributor among the four was Vaibhav Global, an omnichannel retailer of fashion jewellery and lifestyle products operating across the US and UK through television and digital platforms. With a dividend of ₹6 per share and a holding of 33.75 lakh shares, this single position alone generated approximately ₹2.02 crore – the lion’s share of his dividend income from this group.

Together, these four stocks from his top ten holdings contributed ₹3.07 crore in dividends in FY26. When extended to a broader group of portfolio companies, an additional ₹74.2 lakh in estimated dividend income is added to the tally. This takes Kedia’s total dividend earnings to over ₹3.81 crore for the financial year. For a long-term investor like Kedia, this passive income stream reinforces the case for staying invested through market cycles – capital may fluctuate, but cash flows from quality businesses keep flowing.

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