Archive · 31 Jul 2026
Vijay Kedia’s Two Stocks Fell 64% Yet He Holds On
Vijay Kedia is a big investor in two Indian companies.
In December 2024, both companies’ shares were very high.
By July 2026, the shares had dropped a lot – one fell 48% and the other 64%.
Even though the shares fell, Kedia still owns a small part of each company.
He keeps the shares because he thinks the first company, which makes clothes, can keep making more money.
The second company, which makes parts for cars, is losing sales but still has a lot of cash.
Kedia thinks the second company might still be worth buying because of its cash and future plans.
So he stays invested in both, even though the prices are lower.
Vijay Kedia still holds 1% stake in Siyaram Silk Mills and 1.05% in Precision Camshafts as of July 2026.
Both stocks peaked in December 2024, then fell 48% and 64% respectively by July 2026.
Siyaram Silk Mills posted record sales and profit in FY26, but margins and borrowing have risen.
Precision Camshafts’ sales have declined 28% over three years, with profits largely from treasury income.
Kedia’s continued investment reflects differing fundamentals: growth potential in textiles vs. valuation puzzle in automotive components.
- Who
- Vijay Kedia
- What
- Continues to hold stakes in two companies that fell sharply
- When
- Stocks peaked in December 2024 and fell by July 2026
- Where
- India
- Why
- Differing fundamentals and investment strategy
- Investor
- Vijay Kedia
- Companies
- Siyaram Silk Mills, Precision Camshafts
- Peak Date
- December 2024
- July 2026 Price
- Siyaram Rs 617, Precision Rs 139
- Stake
- 1% Siyaram, 1.05% Precision