4 Vijay Kedia Portfolio Stocks Down Up to 51% in 2025

Following investment gurus can be a good starting point as an investment strategy, though, it can also come with risks.

Gurus often have years of experience, deep market knowledge, and analytical skills that can help identify promising investment opportunities.

However, caution is also advised as guru stock holdings are typically disclosed with delays, meaning you may be reacting to old information after the guru has already acted.

Also, Guru recommendations may not fit your specific financial goals, risk tolerance, or investment horizon, resulting in unsuitable investments.

Even seasoned investors like Vijay Kedia aren't immune to market swings. A handful of his portfolio stocks are down year-to-date, but that doesn't necessarily mean the investment thesis has gone wrong.

Markets can be moody, sentiment shifts, macro headwinds, or sector-specific hiccups can weigh on prices in the short term.

Who is Vijay Kedia?

Vijay Kedia is a stalwart in the world of Indian stock market. Widely regarded as a market maestro, his reputation for selecting winning mid-cap and small-cap stocks has made his portfolio a guidepost for many retail investors.

Having begun his stock market journey at the age of 19, Kedia's fascination with the financial world stems from his roots in a family of stockbrokers. By 33, he established Kedia Securities, cementing his place in the investment world.

Which Vijay Kedia Stocks Have Slumped Most in 2025?

#1 Precision Camshafts

First on our list is Precision Camshafts.

It is one of the large manufacturers of camshafts globally, producing a wide range of camshafts including those for single overhead camshaft (SOHC), double overhead camshaft (DOHC), V6, and V8 engines.

Vijay Kedia Stake in Precision Camshafts

December 2024	March 2025	June 2025
3.2%	2.1%	1.1%

Source: Equitymaster

As of the end of June 2025, Vijay Kedia held a stake of 1.1% in the company, valued at Rs 174 million (m). His stake in the company has dropped in the last three quarters. It has fallen from 3.2% in the December 2024 quarter to just 1.1% in the June 2025 quarter.

Since 1 January 2025 the stock has lost 51%, dropping from levels of Rs 357.70 to Rs 173.60.

Prcision Camshafts stock touched its 52-week high of Rs 382.15 on 11 December 2024 and its 52-week low of 140.50 on 7 April 2025.

This can be as, Precision Camshafts reported a mixed set of results for Q4 FY25. Net sales were placed at Rs 1,904 m for Q4 FY25 as against Rs 2,562 m in the corresponding period of last year. However, net profits for Q4 FY25 jumped to Rs 404 m from Rs 33 m in Q4 FY 2024.

Moving forward, the company is increasing automation and efficiency by introducing a highly automated assembly line for camshafts.

The firm intends to enhance its industrial and geographical presence, focusing on EV business growth in both India and Europe while addressing challenges such as geopolitical tensions and market demand shifts.

The company is also strengthening its customer base and expanding product offerings beyond traditional camshafts.

To know more check the Precision Camshaft factsheet and latest quarterly results.

#2 Om Infra

Second on our list is Om Infra.

Om Infra is engaged in the design, engineering, manufacture, supply, installation, testing, and commissioning of hydro mechanical equipment for dams, canals, hydroelectric power, and irrigation projects.

Vijay Kedia Stake in Oma Infra

December 2024	March 2025	June 2025
2.5%	2.5%	2.5%

Source: Equitymaster

As of the end of June 2025, Vijay Kedia held a stake of 2.5% in the company, valued at Rs 274 m. His stake in the company is unchanged in the last six quarters.

Since 1 January 2025 the stock has lost 29%, falling from levels of Rs 160.8 to the current levels of Rs 114.10.

Om Infra stock touched its 52-week high of Rs on 219.60 on 26 August 2024 and its 52-week low of Rs 94.00 on 7 April 2025.

On the financial front the company reported a mixed set numbers for Q4 FY25. Net sales of the company were placed at Rs 1,719 m in Q4 FY25 as against Rs 2,957 m in the corresponding period of Q4 FY24. While the revenues fell sharply, the net profits surged to Rs 149 m from Rs 32 m YoY.

Looking ahead, Om Infra is on track for growth due to a strong order book. By the end of March 2025, the company had a sizeable order book of Rs 23.61 billion (bn).

The company recently received an order (two contracts) worth Rs 1,998.4 m related to the Dibang Multipurpose project in Arunachal Pradesh.

Om Infra serves major clients including NTPC, NHPC, SJVN, The World Bank, and several state government entities, signalling strong credibility and ongoing order inflows in its core sectors.

To know more check the Om Infra fact sheet and latest quarterly results.

#3 Atul Auto

Third on our list is Atul Auto.

Atul Auto is a leading manufacturer of three-wheeler vehicles in India and overseas markets, known for producing reliable, sturdy, and low-cost auto rickshaws, including passenger and cargo vehicles, e-rickshaws, and delivery vans.

Vijay Kedia Stake in Atul Auto

December 2024	March 2025	June 2025
20.9%	20.9%	20.9%

Source: Equitymaster

As of the end of June 2025, Vijay Kedia held a stake of 20.9% in the company, valued at Rs 2,524 m. His stake in the company is unchanged in the last eight quarters since September 2023. Interestingly, Vijay Kedia owns a substantial stake in the company.

Since 1 January 2025 the stock has lost 24%, falling from levels of Rs 572.5 to the current levels of Rs 434.45

Atul Auto stock touched its 52-week high of Rs 723 on 4 September 2024 and its 52-week low of Rs Rs 407.05 on 13 March 2025.

On the financial front, the company reported Q1 FY26 net sales of Rs 1,528 m as against Rs 1,352 m in the corresponding period of last year.

The net profits surged to Rs 21 m in Q1 FY26 from Rs 8 m in the corresponding period of last year.

To meet growing demand, Atul Auto is embarking on a major capacity expansion plan to double its production capacity to around 48,000 vehicles annually.

The company continues to develop and refine products tailored to the rural and semi-rural market needs where it has strong expertise.

Overall, Atul Auto is pursuing balanced growth through ramping up production, expanding dealer and export footprint, and advancing its electric mobility offerings for the future.

To know more check the Atul Auto fact sheet and latest quarterly results.

#4 Vaibhav Global

Next on our list is Vaibhav Global.

Vaibhav Global is a global e-tailer specialising in fashion jewellery, lifestyle products, apparels, and accessories.

It operates omni-channel retail, combining proprietary 24/7 TV home shopping networks with digital platforms to reach customers primarily in developed markets including the US, UK, and Germany.

Vijay Kedia Stake in Vaibhav Global

December 2024	March 2025	June 2025
2.0%	2.0%	2.0%

Source: Equitymaster

As of the end of June 2025, Vijay Kedia held a stake of 2% in the company, valued at Rs 745 m. His stake in the company has remained stable for the last many quarters now.

Since 1 January 2025 the stock has lost 25%, falling from levels of Rs 290.9 to the current levels of Rs 220.4.

Vaibhav Global stock touched its 52-week high of Rs 347.65 on 23 August 2024 and its 52-week low of Rs 178 on 7 April 2025.

On the financial front, the company had a good first quarter for FY26. Total revenue was Rs 8.26 bn during the period, showing an 8.1% year-over-year increase from Rs 7.64 bn in Q1 FY25. Net profit after tax in Q1 FY26 was Rs 376.3 m, which witnessed a 37.1% increase compared to Rs 274.4 m in Q1 FY25.

Looking ahead, the company says it remains focused on leveraging innovation, AI to optimise costs and enhance margins.

It admits that the current macroeconomic environment and recent tariff developments present near-term challenges. Hence, Vaibhav Global is taking a cautious approach and expects to achieve revenue growth in the range of 7 to 9% for FY26.

That said, the company remains optimistic that the issues like tariff situation & weaker macros will resolve over time, which could unlock the potential for growth beyond its guidance. It reaffirms mid-teen revenue growth projected for later periods, supported by operating leverage and its agile, integrated business mode.

To know more check the Vaibhav Global fact sheet and latest quarterly results.

Conclusion

Investment gurus can provide valuable insights, but buying stocks just because a seasoned investor owns them - even if they're down as much as 51% - can be risky.

Veteran investors like Vijay Kedia often have deep research, long time horizons, and the ability to withstand volatility that most retail investors can't match.

A steep drop might signal a temporary market overreaction or broader sector weakness, but it could also point to deeper business issues.

The key is to dig into why the stock has fallen, assess the company's fundamentals, and see if the investment still aligns with your own goals and risk tolerance.

Following guru stock tips can be helpful starting points, but prudent investors should critically evaluate such advice, consider their personal financial needs, and be cautious of high-return promises to avoid costly mistakes and scams.

To know what's moving the Indian stock markets today, check out the most recent share market updates here.

Investors should evaluate the company's fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions.

Disclaimer: This article is for information purposes only. It is not a stock recommendation and should not be treated as such. Learn more about our recommendation services here...