The third quarter of FY25 began in October 2024 and concluded in December 2024, marking a crucial period for analyzing the investment strategies of ace investors.
As companies disclose their shareholding patterns for this quarter, market participants eagerly track the moves of seasoned investors to gain insights into their portfolio adjustments.
These updates provide valuable indications about sectors and stocks that have garnered increased confidence from these market veterans, offering potential guidance for retail investors.
Following are a few stocks in which ace investors have increased their stake during the third quarter of FY25:
1. Dolly Khanna – Emkay Global Financial Services Limited
With a market cap of Rs. 705.5 crores, the stock moved up by nearly 3.6 percent on BSE to Rs. 289.95 on Friday.
In Q3 FY25, the ace investor Dolly Khanna increased its stake by 0.28 percent to 2.76 percent stake from a 2.48 percent stake in Q2 FY25.
The company reported significant growth of around 52 percent YoY in its revenue from operations to Rs. 108 crores in Q2 FY25. Similarly, the net profit grew by nearly 188.8 percent YoY to Rs. 26 crores, over the same period.
Over the last one year, the stock has delivered positive returns of nearly 97.3 percent, but around 15 percent of negative returns in the last one month.
Emkay Global Financial Services Limited is engaged in the business of providing equity, currency and commodity broking services, investment banking, depository participant services and wealth management services including distribution of third-party financial products.
2. Vijay Kedia – Global Vectra Helicorp Limited
With a market cap of Rs. 403 crores, the shares of a multinational pumps and systems company moved up by nearly 4.4 percent on BSE to Rs. 295 on Friday.
In Q3 FY25, the ace investor Vijay Krishanlal Kedia via Kedia Securities Private Limited increased its stake by 0.21 percent to 2.07 percent stake from 1.86 percent stake in Q2 FY25.
The company reported marginal growth of around 18.5 percent YoY in its revenue from operations to Rs. 124.3 crores in Q2 FY25. Similarly, the net loss reduced by nearly 39.2 percent to a loss of Rs. 4.2 crores, over the same period.
Over the last one year, the stock has delivered multibagger returns of nearly 129 percent, while around 0.33 percent returns in the last one month.
Global Vectra Helicorp Limited is mainly engaged in helicopter charter services for offshore and onshore transportation, servicing the oil and gas exploration and production sector in India.
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3. Mukul Agrawal – WPIL Limited
With a market cap of Rs. 6,410 crores, the stock moved up by nearly 1.6 percent on BSE to Rs. 695 on Friday.
In Q3 FY25, the ace investor Mukul Mahavir Agarwal increased its stake by 0.1 percent to 1.43 percent stake from 1.33 percent stake in Q2 FY25.
The company reported significant growth of around 54 percent YoY in its revenue from operations to Rs. 491 crores in Q2 FY25. Similarly, the net profit grew by nearly 63 percent YoY to Rs. 70 crores, over the same period.
Over the last one year, the stock has delivered positive returns of nearly 56.5 percent, but around 8 percent of negative returns in the last one month.
WPIL Limited is principally engaged in designing, developing, manufacturing, erecting, commissioning and servicing of pumps & pumping systems.
4. Ashish Kacholia – XPRO India Limited
With a market cap of Rs. 2,679 crores, the stock moved down by nearly 4.5 percent on BSE to hit an intraday low at Rs. 1,282 on Friday.
In Q3 FY25, the ace investor Ashish Kacholia increased its stake by 0.46 percent to 4.13 percent stake from 3.67 percent stake in Q2 FY25.
The company reported significant growth of around 22 percent YoY in its revenue from operations to Rs. 134 crores in Q2 FY25. Similarly, the net profit grew by nearly 5.3 percent YoY to Rs. 10 crores, over the same period.
Over the last one year, the stock has delivered positive returns of nearly 10.5 percent, but around 18 percent of negative returns in the last one month.
Xpro India Limited is engaged mainly in the business of polymer processing and is the leading manufacturer in India of Coextruded Plastic Sheets, Thermoformed Liners and Speciality Films (including Dielectric Films and special purpose BOPP Films).
Written by Shivani Singh
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