THIS Tata Stock Is Not In Vijay Kedia’s Portfolio Anymore; Falls 47% In 2025, Has 12% RoE; Do You Own?

Ace investor Vijay Kedia has removed Tejas Networks, a Tata Group stock, from his portfolio, after enjoying returns from the wireline and wireless telecom data products company stock for many years.

Tejas Networks was a part of Vijay Kedia portfolio for over five years. Latest Tejas Networks' data, available on Bombay Stock Exchange (BSE), didn't include Vijay Kedia's name on the stock's public shareholding list.

As a result, either Vijay Kedia has completely offloaded his stake from Tata Group's Tejas Networks, or his shareholding declined from 1%.

Vijay Kedia Portfolio

Vijay Kedia is a renowned Indian stock market investors whose investment strategy is widely observed by millions of investors. Famously known as 'market master', Vijay Kedia, holds 14 stocks with a net worth of Rs 1,230.8 crore, according to Trendlyne data as on Thursday, July 24.

Vijay Kedia Portfolio Top Stocks

Atul Auto enjoys top spot in Vijay Kedia portfolio with a holding value of Rs 273.3 crore, followed by Neuland Laboratories with a holding value of Rs 183.8 crore. Elecon Engineering, TAC Infosec, Sudarshan Global, Vaibhav Chemical, Vaibhav Global, Mahindra Resorts, Repro, Affordable Robotic, Innovators Facade System, Siyaram Silk Mills, Om Infra, Precision Camshafts, Global Vectra, Heritage Foods, Patel Engineering, Talbros Automotive, Panasonic Energy, Tejas Networks (Possibily below 1%) are other stocks in Kedia's portfolio.

Tejas Networks Share Price Trend

Tejas Networks shares were trading 0.63% higher at Rs 619.4 per share. The stock touched an intraday high mark of Rs 629.60 per share and an intraday low mark of Rs 607.15 per share. Tejas Networks' Return on Equity (RoE) value stood at 12.07%, according to BSE on Thursday.

Tejas Networks share price hit its 52-week high mark of Rs 1,459.80 per share on 8 November, 2024. Whereas, the company stock dipped to its 52-week low mark of Rs 605 apiece on 23 July 2025. Its share price value has declined by 30.18% in three months and by nearly 47.63% since the beginning of year 2025.

Tejas Networks Q1 Result

Tejas Networks Ltd. reported a net loss for the April-June quarter of the financial year 2025-26. The broadband company experienced a net loss of Rs 193.9 crore, contrasting with a profit of Rs 77.48 crore in the same period last year, as per its exchange notification.
Revenue for Tejas Networks plummeted by 87.1%, reaching Rs 201.98 crore compared to Rs 1,562.77 crore previously. The company's EBITDA also showed a loss of Rs 135.67 crore, down from a profit of Rs 230.03 crore in the previous year.

On June 26, Tejas Networks announced a collaboration with Japan's Rakuten Symphony. This partnership aims to develop integrated radio access network solutions and jointly pursue market opportunities in India and globally. The collaboration will leverage Rakuten Symphony's CU and DU software, OSS, and cloud portfolio alongside Tejas's established expertise in 4G/5G radio technology.

The financial downturn marks a significant shift for Tejas Networks, which had previously recorded profits in the same quarter last year. The partnership with Rakuten Symphony is seen as a strategic move to bolster their technological offerings and market presence.
This alliance is expected to enhance both companies' capabilities in providing advanced network solutions, potentially offsetting some of the financial challenges faced by Tejas Networks this quarter.