2 Vijay Kedia Portfolio Stocks Deliver Strong Q4 Results with Profit Over 150%

2 Vijay Kedia Portfolio Stocks Deliver Strong Q4 Results with Profit Over 150%

Two companies associated with renowned market investor Vijay Kedia have reported strong financial results for the March 2026 quarter, attracting investor attention. These companies, SPML Infra and Websol Energy Systems, have shown strong year-on-year growth in both revenue and profit, demonstrating their strong business performance and future prospects.

SPML Infra, which operates in the power and infrastructure EPC segment, performed well in the fourth quarter of FY26. The company reported revenue of ₹293.9 crore, an increase of approximately 53 percent compared to the same quarter last year. This consistent increase in income reflects improved project execution and growing demand in the infrastructure sector.

The company’s net profit also increased sharply, from ₹11.8 crore to ₹28.4 crore. This increase of approximately 140 percent reflects better cost control and improved efficiency. Over the past five years, the stock has returned over 1373 percent, making it a strong wealth creator for long-term investors.

As of March 2026, SPML Infra had an order book of ₹5,369 crore, providing a clear indication of future growth. Recently, the company received a major project worth ₹1,128 crore from NTPC for battery energy storage systems. This project is significant as it marks the company’s entry into a new and growing segment of the power sector.

Furthermore, the company is reducing its debt levels, improving its financial strength. Lower debt means less financial pressure and a better ability to invest in new opportunities going forward.

Websol Energy Systems, a solar cell manufacturer, also reported its best-ever financial performance. The company’s revenue increased sharply from ₹173 crore to ₹401 crore in the March 2026 quarter. This strong growth was primarily driven by higher demand for solar products and improved capacity utilization.

The company’s net profit increased from ₹48 crore to ₹125 crore, representing a growth of approximately 158%. Both quarterly and annual earnings reached record levels, reflecting strong operational performance. Over the past five years, the stock has returned over 1672%, making it one of the top performers in the renewable energy space.

Currently, Websol operates with 1.2 GW of solar cell manufacturing capacity and is utilizing over 90% of its capacity. The company plans to adopt advanced TOPCon technology, which is expected to improve efficiency and further increase production capacity.

In addition, Websol is pursuing a major 4 GW expansion plan. With strong government support for domestic solar manufacturing and growing demand for renewable energy, the company is well-positioned to benefit in the coming years.

Vijay Kedia’s recent investment in both companies, due in March 2026, has piqued investor interest. When experienced investors take positions in growing businesses, it often attracts market attention. The strong financial results of both SPML Infra and Websol Energy Systems further strengthen confidence in their long-term growth stories.

Disclaimer: All the information provided in this article is for educational purposes only. We are NOT a SEBI registered investment advisor. DateUpdateGo always advises seeking guidance from a certified financial advisor before making any investment-related decisions.

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