Vijay Kedia is one of India’s most admired investors, often called a “market master.” His portfolio is widely tracked because of the strong returns delivered over the years. He follows a disciplined, long-term investing approach.
He believes in backing companies with honest and capable management. His SMILE principle stands for small in size, medium in experience, large in aspiration, and extra-large in market potential. This strategy helps him identify strong future performers.
Return on Equity (RoE) shows how well a company uses shareholders’ money to earn profits. Return on Capital Employed (ROCE) measures overall efficiency in generating returns from total capital. Both reflect true financial strength.
TAC Infosec
On August 29, 2025, TAC Infosec Limited opened at ₹1,119.90, down 0.27% from its previous close of ₹1,118.80. The stock hit a high of ₹1,120.30 and a low of ₹1,062.90. By 4:00 PM, it closed at ₹1,072.25, slipping 3.96%, with a market cap of ₹1,126.03 crore.
TAC Infosec Ltd reports a strong ROE of 38.5%, while its impressive ROCE stands at 39.1%, reflecting efficient performance.
TAC Infosec Ltd. (NSE: TAC) is a global cybersecurity firm founded in 2016, offering risk-based vulnerability management, penetration testing, and cybersecurity quantification through SaaS solutions, serving organizations of all sizes in India and abroad.
Elecon Engineering Company
On August 29, 2025, Elecon Engineering Company Ltd opened at ₹540.90, up 0.38% from its previous close of ₹538.85. The stock touched a high of ₹557.25 (3.42%) and a low of ₹538.35. By 4:00 PM, it traded at ₹552.05, a 2.45% rise, with a market cap of ₹12,388.00 crore.
Elecon Engineering Company Ltd posted a strong ROE of 23.0%, while its ROCE stood higher at an impressive 28.5%.
Elecon Engineering Company Ltd. (NSE: ELECON), founded in 1960, is a leading manufacturer of power transmission and material handling equipment. Its gear division contributes 72% of revenue, serving industrial, defense, and global markets efficiently.
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Heritage Foods
On August 29, 2025, Heritage Foods Ltd opened at ₹455.95, down 1.55% from its previous close of ₹463.15. The stock touched a high of ₹469.00 and a low of ₹455.95. By 4:00 PM, it traded at ₹461.20, a 0.42% decline, with a market cap of ₹4,279.75 crore.
Heritage Foods Ltd shows strong ROE of 20.2%, reflecting efficient equity use, while its high ROCE of 25.3% highlights superior capital utilization.
Heritage Foods Ltd. (NSE: HERITGFOOD), incorporated in 1992, is a leading South Indian dairy player engaged in dairy, renewable energy, and animal feed, with strong processing capacity, diverse product portfolio, and extensive distribution network.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.
FAQs
Q: Which 3 stocks have high ROE and ROCE according to Vijay Kedia’s portfolio?
A: TAC Infosec, Elecon Engineering, and Heritage Foods show strong ROE and ROCE, attracting investor attention.
Q: Why are ROE and ROCE important while analyzing Vijay Kedia’s stocks?
A: ROE and ROCE help assess how effectively companies use equity and capital to generate profits.
Q: What is Vijay Kedia’s investment philosophy for picking winning stocks?
A: Vijay Kedia follows the SMILE principle, investing in companies with strong management, growth potential, and long-term market opportunities.
