Vijay Kedia Portfolio Stock Sudarshan Chemicals Jumps 11% to Hit Record High; Up 66% From 52-Week Low

Shares of Sudarshan Chemical Industries Ltd. surged as much as 11% in Monday’s trading session, hitting an all-time high of ₹794 on the NSE. The stock’s rally comes amid renewed investor confidence in specialty chemicals and increasing institutional interest, partly fueled by ace investor Vijay Kedia’s stake in the company.

The counter has now surged 66% from its 52-week low of ₹479.20, recorded in September 2024. With this sharp rally, Sudarshan Chemicals has outperformed both the Nifty 50 and the Nifty Smallcap 100 index over the past six months.

Vijay Kedia’s Presence Reignites Investor Interest

Renowned investor Vijay Kedia holds a 1.3% stake in Sudarshan Chemicals as per the latest shareholding pattern. Kedia is known for identifying multibagger opportunities in small and mid-cap stocks, and his involvement often lends credibility and visibility to a stock.

"Vijay Kedia’s backing tends to give a long-term growth signal to the market. His history of value investing in niche sectors has made investors optimistic about Sudarshan’s prospects," said Anirudh Sethi, independent market analyst.

Strong Fundamentals and Export Outlook

Sudarshan Chemicals is a leading player in the pigment manufacturing segment, exporting to over 80 countries. The company is gaining traction due to its focus on high-performance pigments (HPPs), which are widely used in coatings, plastics, inks, and cosmetics.

In Q4 FY25, the company reported a consolidated net profit of ₹72 crore, up 18% year-on-year, while revenue rose 13% to ₹694 crore. The EBITDA margin improved to 16.5%, reflecting cost optimization and better product mix.

"The company is executing well on its Capex plan and global diversification strategy. Rising exports and an improving product mix toward HPPs make Sudarshan a compelling long-term story," said Neha Bothra, VP Research at Axis Securities.

Specialty Chemical Sector in Focus Again

The broader specialty chemicals sector is seeing a fresh wave of investor interest after a period of consolidation. Tailwinds such as China's slowdown in exports, regulatory tightening in the EU and US, and the "China + 1" sourcing strategy have significantly improved the demand outlook for Indian chemical exporters.

Sudarshan Chemicals, with its R&D-driven portfolio and consistent global orders, stands to benefit from these structural trends.

“India is fast becoming a preferred hub for chemical supply chains. Sudarshan’s global reach and deep technical capability in pigments make it one of the better-placed players in this upcycle,” said Ravi Menda, chemicals sector analyst at ICICI Direct.

Technical Breakout Adds Momentum

On the technical front, the stock saw a decisive breakout from its resistance zone around ₹725. Trading volumes were nearly 3x the daily average, signaling strong institutional participation.

“Technically, Sudarshan Chemicals has entered uncharted territory. RSI remains strong at 72, and the MACD shows bullish crossover. If the momentum sustains, the next target zone could be ₹820–₹840,” said Kunal Shah, Head of Technical Research at LKP Securities.

Investor Outlook: Long-Term Potential With Volatility

Despite the sharp short-term rally, analysts advise investors to take a balanced view.

"Valuations are catching up with earnings upgrades, but one must be mindful of input cost volatility and currency risks," warned Divya Nair, Senior Equity Strategist at Motilal Oswal. "That said, Sudarshan’s differentiated business model and long-term global demand trends make it a stock worth holding."

The management has guided for double-digit revenue growth in FY26, driven by new product launches and increased capacity utilization at its Roha and Mahad facilities.

Final Word

Sudarshan Chemicals’ record-high stock price reflects both fundamental strength and technical momentum. With Vijay Kedia’s backing and a favorable global landscape for Indian chemical players, the stock has become a focal point for long-term growth investors. However, as with any sharp rally, prudent portfolio allocation and regular review are recommended.