Synopsis:
Ace investors including Mukul Agrawal, Vijay Kedia, Sunil Singhania, and Akash Bhanshali have reduced their stakes in multiple mid and small-cap companies during the latest quarter.
Top investors have trimmed their stakes in several well-known small-cap companies during the recent quarter. The move reflects a shift in portfolio allocations, with marquee names exiting or reducing exposure in businesses where they previously held meaningful stakes.
PIX Transmissions Ltd. (NSE: PIXTRANS)
PIX Transmissions Ltd. is the leading manufacturer of belts and related mechanical power transmission products in India. The company operates advanced belt manufacturing units and a highly automated rubber mixing facility.
The company has a market cap of Rs. 1,885.59 crore and is currently trading at Rs. 1,383.90. Ace investor Mukul Agrawal reduced his holding in PIX, bringing his stake down from 1.83 percent in Q4FY25 to below 1 percent in the latest quarter.
Enviro Infra Engineers Ltd. (NSE: EIEL)
Enviro Infra Engineers is engaged in designing, constructing, operating, and maintaining water and wastewater treatment plants, along with water supply projects for government agencies and entities.
The company has a market cap of Rs. 4,370.70 crore and is trading at Rs. 249. Mukul Agrawal also cut his stake in Enviro Infra, reducing his holding from 1.03 percent in Q4FY25 to below 1 percent currently.
ADF Foods Ltd. (NSE: ADFFOODS)
ADF Foods Ltd. specializes in producing and exporting traditional Indian food products such as pickles, chutneys, sauces, ready-to-eat meals, frozen, and canned items. The company’s presence extends across Europe, the US, Australia, and the Gulf, supported by its distribution arms in the USA and UK.
The company has a market cap of Rs. 2,284.61 crore and trades at Rs. 207.95. Veteran investor Sunil Singhania reduced his holding in ADF Foods, lowering his stake from 1.5 percent in Q4FY25 to below 1 percent at present.
Ethos Ltd. (NSE: ETHOSLTD)
Ethos Ltd. is a leading luxury and premium watch retailer in India, offering both online and offline shopping experiences. Its portfolio includes some of the world’s most prestigious watch brands such as Omega, IWC Schaffhausen, Jaeger LeCoultre, Panerai, Bvlgari, and Rado.
The company has a market cap of Rs. 6,820.94 crore and is trading at Rs. 2,295. Sunil Singhania trimmed his stake in Ethos, cutting his holding from 1 percent in Q4FY25 to below 1 percent in the latest shareholding data.
Welspun Corp Ltd. (NSE: WELCORP)
Welspun Corp Ltd. is one of the largest manufacturers of large-diameter pipes worldwide. Its product portfolio includes steel billets, TMT rebars, ductile iron pipes, stainless steel pipes, and tubes. The company has expanded its building materials presence through the acquisition of Sintex-BAPL and strategic assets of ABG Shipyard.
The company has a market cap of Rs. 22,274.78 crore and is currently trading at Rs. 845. Ace investor Akash Bhanshali reduced his stake in Welspun Corp from 1.22 percent in Q4FY25 to below the 1 percent threshold in the current quarter.
Tejas Networks Ltd. (NSE: TEJASNET)
Tejas Networks Ltd., incorporated in 2000, designs and manufactures wireline and wireless networking products. Its carrier-class solutions are deployed by telecom operators, utilities, governments, and defence networks across more than 75 countries. The company is part of Panatone Finvest Limited, a subsidiary of Tata Sons.
The company has a market cap of Rs. 10,309.81 crore and is trading at Rs. 583.35. Noted investor Vijay Kedia pared his stake in Tejas Networks, reducing his holding from 1.02 percent in Q4FY25 to below 1 percent in the current quarter.
Written by Manan Gangwar
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