4 hrs ago
Singhania and Kedia Reveal New Missile and Robotics Bets
Two well-known investors made new investments in September 2026.
Sunil Singhania bought part of a large company that is moving toward making aerospace and defence products.
Vijay Kedia bought part of a much smaller company that helps schools build robotics and coding labs.
Both bought their shares directly from company promoters instead of buying them on the normal market.
Their investments became more valuable soon after the purchases.
However, Axiscades must still prove that its new manufacturing plan can succeed.
Robokidz has been growing quickly but depends heavily on a few customers and needs money to run its business.
The article says investors should watch the companies’ results rather than copy these trades blindly.
Sunil Singhania’s Abakkus Asset Manager bought 12.88 lakh Axiscades Technologies shares from promoter Jupiter Capital for about Rs 235 crore.
Vijay Kedia’s Kedia Securities bought 5.57 lakh Robokidz Eduventures shares from promoter Sagar Sanghvi for about Rs 4.3 crore before its IPO.
Axiscades is shifting toward aerospace and missile manufacturing through its Power 930 plan after selling engineering-services businesses to Akkodis.
Robokidz operates robotics, coding, artificial intelligence and electronics labs, but faces customer-concentration, working-capital and liquidity risks.
Both investors were already in profit after sharp share-price gains, although the article says neither purchase should be treated as an investment recommendation.
- Who
- Sunil Singhania’s Abakkus Asset Manager and Vijay Kedia’s Kedia Securities made the purchases; the shares came from promoters Jupiter Capital and Sagar Sanghvi, respectively.
- What
- Abakkus bought Axiscades Technologies shares worth about Rs 235 crore, while Kedia Securities bought Robokidz Eduventures shares worth about Rs 4.3 crore.
- Where
- Axiscades is based in Bengaluru, while Robokidz is based in Pune; the transactions involved shares listed or disclosed through the BSE.
- When
- The transactions took place in September 2026, with Abakkus’s Axiscades purchase disclosed on 29 September and Robokidz listing on 28 September.
- Why
- The investments reflect bets on India-focused technology businesses—defence and missile manufacturing in Axiscades and school robotics and coding education in Robokidz.
Growth Case
Risk Case
Business transformation
Growth Case
Axiscades is redirecting its business toward aerospace and missile manufacturing, while Robokidz is expanding robotics, coding, artificial intelligence and electronics education.
Risk Case
Axiscades’ manufacturing arm was loss-making in the June 2026 quarter, and Robokidz depends heavily on a small customer base and has negative operating cash flow.
Financial momentum
Growth Case
Axiscades’ continuing-operations revenue nearly doubled in the June 2026 quarter, while Robokidz reported strong sales, EBITDA and profit growth through FY26.
Risk Case
Axiscades’ growth plan depends on future Akkodis payments and execution, while Robokidz’s financial comparisons partly mix standalone and consolidated figures.
Investment valuation and liquidity
Growth Case
Both investors bought at negotiated prices and saw their holdings rise sharply after the purchases; Robokidz’s IPO and listing attracted substantial demand.
Risk Case
Axiscades traded at a very high earnings multiple and carried rising debt, while Robokidz trades on the BSE SME platform with thin liquidity, large trading lots and post-listing lock-in risks.
Key facts
- Axiscades purchase
- Abakkus bought 12.88 lakh shares at Rs 1,824 each, for approximately Rs 235 crore.
- Robokidz purchase
- Kedia Securities bought 5,56,800 shares at Rs 77.50 each, for approximately Rs 4.3 crore.
- Axiscades market value
- Approximately Rs 8,771 crore at the time discussed.
- Robokidz market value
- Approximately Rs 241 crore at the time discussed.
- Axiscades valuation
- The stock traded at about 293 times earnings, compared with an industry median of about 79 times.
- Robokidz IPO
- The IPO raised Rs 31.09 crore and was subscribed more than 580 times.
- Axiscades Power 930 target
- Management is targeting approximately Rs 9,000 crore in revenue and Rs 960 crore in profit by FY30.
- Robokidz working capital
- Rs 23.46 crore of IPO proceeds was earmarked for working capital.
Sources
Related news
Domestic Investors Buy Axiscades Stake as Stock Jumps 7%
Axiscades Technologies Shares Hit Upper Circuit After Block Deal
Five Vijay Kedia Portfolio Stocks With Changing Growth Prospects
Narayana Murthy’s Family Office Builds Seven-Stock Manufacturing Portfolio
Abakkus Asset Manager Files IPO With Entire Offer For Sale
Promoter Stake Sales Draw Institutional Interest in Three Indian Stocks
Vijay Kedia Bets Rs 33 Crore on Zaggle
