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vijay kedia's portfolio: Vijay Kedia Portfolio Rejig: Stake up in 2 stocks in Q3, partial profit booking in 3 multibaggers

Kedia increased his stake by 3 bps in smallcap Siyaram Silk Mills in the October-December quarter to 1.11%. The stock has been a market laggard, delivering negative returns of over 6% in the past 12 months. As far Vaibhav Global, a Jaipur-based fashion retailer, is concerned his holding went up by 3 bps to 2.01% in the December quarter versus 1.98% in the previous quarter. Its returns over a one-year-period stand at approximately 70%.
Vijay Kedia Dolly Khanna Tata Group Tejas Networks Siyaram Silk Mills Vaibhav Global

Elecon Engineering bags project worth Rs 82 cr from ArcelorMittal Nippon Steel India

Elecon Engineering has secured a contract worth Rs 82.78 crore from ArcelorMittal Nippon Steel India for the manufacture and supply of belt conveyor mechanical equipment and technological structures at the Hazira Plant in Surat, Gujarat. Excluding GST, the contract adds to Elecon Engineerings portfolio as a prominent industrial gears and material handling equipment manufacturer in Asia.
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Vijay Kedia trims stakes in smallcap Talbros Automotive, another multibagger stock

The Kedia Securities chief has brought his holding down by 13 basis points in Elecon Engineering to 1.47% in the December quarter from 1.60% in the September quarter. As for Talbros Automotive, his stake at the end of the December quarter stood at 1.01% down 21 basis points from 1.22% in Q2 of FY2024.
Ashish Kacholia Vijay Kedia Etmarkets Whatsapp Tejas Networks Elecon Engineering Talbros Automotive Components

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