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)