Renowned investor Vijay Kedia has realigned his ₹1,292.5 crore portfolio during the second quarter of FY26, marking strategic moves across healthcare, aviation, and automation sectors. According to exchange disclosures, Kedia took a fresh position in Yatharth Hospital, citing the company’s strong operational performance and robust Q2 growth. The hospital chain has exhibited encouraging financial momentum supported by expanding margins and improving patient volumes.

In addition to the new buy, Kedia increased his stake in Global Vectra Helicorp, a leading offshore helicopter services provider. Despite the stock showing a short-term downtrend, its long-term fundamentals remain intact, supported by consistent revenue visibility from the oil and gas sector.

Conversely, Kedia trimmed his exposure to Affordable Robotic & Automation, a small-cap automation solutions firm. The stock recently rebounded post-Q2 results, though lingering technical weakness suggests a cautious stance.

The reshuffle underscores Kedia’s continued conviction in niche midcap stories while balancing exposure across cyclical and defensive themes. His diversified approach remains centered on companies with strong management, scalable business models, and improving earnings trajectories.