Ace Investor Vijay Kedia Picks Stake in This Microcap Pharma Stock

Adapting to investing principles of investment gurus, starts with aligning them to personal risk tolerance, time horizon, and goals like long-term growth. This customization avoids blind copying while leveraging proven strategies for retail investors.

An esteemed investor whose every investment garners attention is Vijay Kedia.

Who is Vijay Kedia?

Vijay Kedia is a stalwart in the world of Indian equity markets. Widely regarded as a market maestro, his reputation for selecting wining midcap stocks has made his portfolio a guidepost for retail investors.

Having begun his stock market journey at the age of 19, Kedia's fascination with the financial world stems from his roots in a family of stockbrokers. By 33, he established Kedia Securities, cementing his place in the investment world.

In this editorial, we'll discuss a stock in which he has recently acquired stake.

Which Stock Did Vijay Kedia Buy and Why?

Vijay Kedia backed Kedia Securities has purchased the microcap stock, Mangalam Drugs and Organics.

The ace investor acquired 137,794 equity shares in the company via a bulk deal valued at Rs 3.32 million (m). The stock has hit the upper end of the circuit filter in trade on 30 December 2025 at the time of writing.

While the reasons for his picking a stake remain unclear, here is something that can explain the decision.

#1 Improving Performance

Despite continuing to incur losses, Mangalam Drugs and Organics demonstrated better performance in the quarter ending September 2025. The company, which had reported a loss of Rs 137.28 m in the June 2025 quarter, significantly narrowed it down to Rs 72.46 m in the September 2025 quarter.

This improvement in performance may have led the Vijay Kedia backed Kedia Securities to purchase shares in the company.

#2 Repeat Export Order

Mangalam Drugs and Organics has received a significant repeat export order for an antimalarial API from one of its reputed international clients. The aggregate value of the order is approximately Rs 150 m. This order is likely to form a significant portion of the revenue in the coming quarters.

What Next?

In late 2024, the company announced the expansion of its anti-malaria API portfolio with the introduction of Pyronaridine. This move, which includes pre-qualification from the WHO and collaboration with the Bill and Melinda Gates Foundation, could potentially be a growth driver in the future.

Mangalam Drugs and Organics has taken various steps to improve its net profit margins for the coming financial years.

The company is also taking steps at gradually diversifying its product range. Sales of anti-inflammatory and anti-hypertensive products have showcased positive trends, contributing to a more diversified revenue stream.

Also, according to the management, Sulfadoxine holds immense potential for the company and has shown commercial viability in the current year.

Mangalam Drugs and Organics has managed to reduce the per unit raw material cost of Sulfadoxine. This product is expected to boost revenue and net profit in the coming years. There are plans to increase the production capacity of the same.

How Shares of Mangalam Drugs and Organics have Performed?

In the past five days, Mangalam Drugs and Organics shares have rallied to Rs 26.28 from Rs 24.05. In the last one month, the share price has gained about 2%. In the last one year, the shares have lost 77%.

The stock touched its high of Rs 129.9 on 10 January 2025 and its 52-week low of Rs 22.7 on 29 December 2025.

About Mangalam Drugs and Organics

Mangalam Drugs & Organics manufactures active pharmaceutical ingredients and Intermediates.

It has a multi-product manufacturing facility in two locations, and an in-house Research & Development laboratory recognized by the Department of Scientific & Industrial Research, Delhi Government of India (DSIR).Over the last five decades, Mangalam Drugs has acquired a reputation as a single stop destination for frontline anti-malaria APIs. The company also has a diversified product range having synergies in operations and economies of scale.

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Investors should evaluate the company's fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions.

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