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Super Investors Bet Big on India's Tech Future
2 Oct
Summary
- Two major investors bought shares directly from promoters.
- Axiscades shifts focus to missile manufacturing; Robokidz enters education tech.
- Both investors saw significant paper gains on their new stakes.
In September 2026, two notable investors, Sunil Singhania of Abakkus Asset Manager and Vijay Kedia of Kedia Securities, made significant fresh entries into their portfolios, acquiring shares directly from company promoters. Axiscades Technologies, a Bengaluru-based aerospace and defence company, saw Jupiter Capital reduce its stake, with Abakkus purchasing 12.88 lakh shares on September 29, 2026. This move coincides with Axiscades' strategic shift towards missile manufacturing and away from its engineering services arm, a transition managed under its 'Power 930' plan targeting substantial revenue and profit growth by FY30.
Meanwhile, Vijay Kedia invested in Robokidz Eduventures, a Pune-based firm specializing in robotics and AI labs for schools. Kedia acquired 5.57 lakh shares from the promoter ahead of Robokidz's IPO, which saw immense subscription rates. While Axiscades is undergoing a major business transformation, Robokidz is rapidly expanding its operations in the education technology market. Despite differing company sizes and sectors, both investments represent a bet on India's growing technological capabilities.
Both investors have already experienced notable paper gains shortly after their acquisitions. Singhania's stake in Axiscades saw a 13% increase on its first day, while Kedia's investment in Robokidz yielded an 186% return by September 29, 2026. However, both opportunities carry distinct risks, including potential payment delays and debt for Axiscades, and customer payment cycles and market concentration for Robokidz. Investors are advised to watch these developments closely.
