Vijay Kedia’s Portfolio in CY25: Most stocks slide, 6 drop up to 68% - Are you impacted? - Vijay Kedia Portfolio

Investors often keep a close watch on the portfolios of well-known market veterans. In this context, ETMarkets reviewed the investment holdings of seasoned investor Vijay Kedia. As per the latest available data for the September 2025 quarter, Kedia holds publicly disclosed stakes in around 16 companies, with a combined value of about Rs 1,170 crore as of December 26, 2025, down nearly 38% from Rs 1,896 crore in December 2024. Looking at CY25 price performance, only three stocks from his portfolio generated positive, double-digit returns; the rest delivered negative performance. As many as 6 stocks have declined in the range of 25% to 68%. The analysis also highlights two new additions made to his portfolio during the September quarter. (Data Source: ACE Equity, Trendlyne) ETMarkets.com 2/12 Affordable Robotic & Automation The stock has declined 68% in CY25, falling from Rs 650 to Rs 207. Vijay Kedia holds a 7.4% stake in the company, valued at around Rs 17 crore as of December 26, 2025. ETMarkets.com 3/12 Precision Camshafts The stock has fallen 54% in CY25, declining from Rs 358 to Rs 163. Vijay Kedia holds a 1.1% stake, valued at about Rs 16 crore as of December 26, 2025. ETMarkets.com 4/12 Om Infra The stock has corrected 38% in CY25, moving down from Rs 160 to Rs 98. Vijay Kedia’s holding stands at 2%, valued at roughly Rs 24 crore as of December 26, 2025. ETMarkets.com 5/12 Siyaram Silk Mills The stock has slipped 25% in CY25, falling from Rs 867 to Rs 649. Vijay Kedia holds a 1% stake, valued at around Rs 30 crore as of December 26, 2025. ETMarkets.com 6/12 Global Vectra Helicorp The stock has declined 25% in CY25, dropping from Rs 275 to Rs 207. Vijay Kedia owns a 4.86% stake, valued at approximately Rs 14 crore as of December 26, 2025. ETMarkets.com 7/12 Elecon Engineering Company The stock has fallen 25% in CY25, moving from Rs 635 to Rs 478. Vijay Kedia holds a 1% stake, worth about Rs 108 crore as of December 26, 2025. ETMarkets.com 8/12 Atul Auto The stock has eased 24% in CY25, declining from Rs 579 to Rs 437. Vijay Kedia holds a significant 20.9% stake, valued at roughly Rs 254 crore as of December 26, 2025. ETMarkets.com 9/12 Innovators Facade Systems The stock has dropped 20% in CY25, slipping from Rs 226 to Rs 182. Vijay Kedia owns a 10.66% stake, valued at about Rs 37 crore as of December 26, 2025. ETMarkets.com 10/12 Neuland Laboratories The stock has gained 9% in CY25, rising from Rs 13,728 to Rs 14,963. Vijay Kedia holds a 1.01% stake, valued at approximately Rs 195 crore as of December 26, 2025. ETMarkets.com 11/12 TAC Infosec The stock has advanced 17% in CY25, climbing from Rs 665 to Rs 775. Vijay Kedia owns a 13.2% stake, valued at around Rs 107 crore as of December 26, 2025. ANI 12/12 Yatharth Hospital & Trauma Care Services The stock gained 21% in CY25, rising from...

Preview: ~500 words