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Latest Porinju Veliyath Shareholdings and Portfolio

Porinju Veliyath started his journey in the stock market as a floor trader in the early 1990s. At that time, he gained firsthand exposure to market behaviour, price discovery, and investor psychology. This experience helped him with his transition into research-driven investing, eventually leading him to establish Equity Intelligence India, a SEBI-registered portfolio management firm. Here we will be exploring his portfolio, latest stock additions, and investment strategy that helped him to become one of the well-recognised investors in India.

Latest Porinju Veliyath Stock Portfolio & Holdings (2026)

Porinju Veliyath Portfolio Stock Screener

Porinju Veliyath Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

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NameStocks (16)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE RatioPE Ratio↓↓1D Return1D Return↓↓1M Return1M Return↓↓6M Return6M Return↓↓1Y Return1Y Return↓↓PB RatioPB Ratio↓↓Return on EquityReturn on Equity↓↓ROCEROCE↓↓Dividend YieldDiv Yield↓↓Debt to EquityDebt to Equity↓↓Volatility vs NiftyVolatility vs Nifty↓
1.RPSG Ventures LtdRPSGVENTPackaged Foods & MeatsPackaged Foods & Meats2,261.792,261.79681.95681.95-46.12-46.12-0.24-0.24-1.98-1.98-21.86-21.86-17.99-17.990.490.49-1.08-1.0810.3010.30--1.341.342.922.92
2.Aurum Proptech LtdAURUMIT Services & ConsultingIT Services & Consulting1,930.161,930.16179.46179.46-57.84-57.840.590.59-1.61-1.616.946.945.625.626.796.79-14.13-14.13-3.07-3.07--0.960.963.213.21
3.Geojit Financial Services LtdGEOJITFSLInvestment Banking & BrokerageInvestment Banking & Brokerage1,778.011,778.0163.1663.1610.6110.61-0.85-0.85-7.12-7.12-11.66-11.66-13.83-13.831.431.4315.5515.5516.6316.632.352.350.130.133.203.20
4.Associated Alcohols & Breweries LtdASALCBRAlcoholic BeveragesAlcoholic Beverages1,519.661,519.66808.05808.0518.6618.660.920.922.282.28-21.58-21.58-31.65-31.652.922.92--20.3020.300.240.240.200.203.623.62
5.TAAL Tech LtdTAALTECHConglomeratesConglomerates892.52892.522,829.452,829.4518.3018.30-1.21-1.21-2.15-2.15-12.01-12.0117.4617.464.374.3726.6326.6332.8732.870.870.870.020.023.533.53
6.Kokuyo Camlin LtdKOKUYOCMLNStationeryStationery819.58819.5882.3182.31140.34140.340.730.730.380.38-26.95-26.95-21.17-21.172.712.711.951.954.164.16--0.180.182.802.80
7.Orient Bell LtdORIENTBELLBuilding Products - CeramicsBuilding Products - Ceramics454.48454.48300.70300.70159.47159.47-2.67-2.677.917.911.011.019.769.761.441.440.910.912.262.260.160.160.150.153.773.77
8.Fratelli Vineyards LtdFRATELLIAlcoholic BeveragesAlcoholic Beverages377.82377.8289.3189.31-27.01-27.012.662.66-2.84-2.84-19.07-19.07-58.85-58.852.422.42-10.28-10.28-4.33-4.33--0.770.773.523.52
9.Apollo Sindoori Hotels LtdAPOLSINHOTRestaurants & CafesRestaurants & Cafes321.83321.831,250.601,250.6041.6941.691.051.05-3.58-3.58-7.98-7.98-5.52-5.522.202.205.495.4910.2010.200.200.200.550.552.742.74
10.Sundaram Brake Linings LtdSUNDRMBRAKAuto PartsAuto Parts249.47249.47605.15605.1548.2548.25-4.56-4.56-2.08-2.08-22.01-22.01-29.18-29.182.512.515.325.3210.1110.110.240.240.560.563.263.26
11.Kerala Ayurveda LtdKERALAYURPharmaceuticalsPharmaceuticals244.16244.16205.65205.65-17.49-17.491.581.58-21.61-21.61-57.91-57.91-40.88-40.8818.9418.94-81.64-81.64-19.99-19.99--5.485.484.204.20
12.Duroply Industries LtdDUROPLYPaper ProductsPaper Products150.68150.68140.05140.0519.4219.420.830.83-7.37-7.37-26.25-26.25-22.73-22.731.131.135.975.978.888.88--0.450.453.243.24
13.Ansal Buildwell LtdANSALBUReal EstateReal Estate75.6875.68101.45101.459.539.53-1.02-1.02-10.38-10.38-10.46-10.46-10.46-10.460.620.6212.5412.5410.4210.420.980.980.260.264.244.24
14.Aeonx Digital Technology LtdAEONXDIGIIT Services & ConsultingIT Services & Consulting59.9459.94129.15129.1514.8714.87-0.88-0.88-13.13-13.13-30.68-30.68-10.19-10.191.171.178.128.1211.2511.250.770.770.020.024.084.08
15.Ansal Housing LtdANSALHSGReal EstateReal Estate53.3453.347.657.652.952.95-0.13-0.13-9.79-9.79-19.73-19.73-32.00-32.000.380.3813.8913.8935.2035.20--2.532.533.703.70
16.MM Rubber Company LtdMMRUBBR-BHome FurnishingHome Furnishing40.1740.1764.9064.90-10.89-10.890.670.67-9.21-9.21-19.77-19.77-8.80-8.802.832.83-22.97-22.97-14.06-14.06--0.750.753.783.78
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: The table contains publicly disclosed Porinju Veliyath investment portfolio as on 4th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Porinju Veliyath’s Bulk and Block Deals

Bulk and block deals improve market transparency and explain sharp changes in stock volumes. These disclosures help track where large investors deploy capital and which sectors attract or lose interest over time. Analysts often review such deals to understand portfolio shifts and changing market sentiment.


Here’s how you can find the latest bulk and block deals by Porinju Veliyath:

  1. Open Market Movers
  2. Under Party, type Porinju Veliyath
  3. Select the relevant Category and Transaction Type

The results show Porinju Veliyath’s latest bulk and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.

Investor Profile – Porinju Veliyath

Porinju Veliyath entered the stock market in the early 1990s as a floor trader, where he gained practical exposure to market movements and investor behaviour. Over time, he transitioned into research-led investing and built a reputation for identifying undervalued small- and mid-cap companies and holding them through business and market cycles.

  1. Name: Porinju Veliyath
  2. Profession: Equity investor, Founder of Equity Intelligence India
  3. Market experience: Active since the early 1990s
  4. Porinju Veliyath net worth (₹): ₹222.70 cr.
  5. No. of portfolio companies: 14 active stocks out of 16 stocks owned
  6. Primary focus: Small-cap and mid-cap value stocks

Top Stocks in Porinju Veliyath Portfolio

Aurum Proptech Ltd

Aurum Proptech Ltd operates at the intersection of real estate and technology, focusing on digital platforms, real estate services, and property-led technology solutions. The company targets asset-light, scalable models within India’s evolving proptech ecosystem.

RPSG Ventures Ltd

RPSG Ventures Ltd is the holding company for several consumer-facing and technology-driven businesses within the RPSG Group. Its interests span FMCG, media, retail, education, and sports, reflecting a diversified investment structure.

Geojit Financial Services Ltd

Geojit Financial Services Ltd is a diversified financial services company offering equity broking, portfolio management services, mutual fund distribution, and wealth advisory. It has a strong retail presence and operates through both digital and physical channels.

Orient Bell Ltd.

Orient Bell Ltd is a tile manufacturer with a presence across residential and commercial segments. The company offers ceramic, vitrified, and designer tiles and caters to housing, renovation, and infrastructure-linked demand.

TAAL Tech Ltd

TAAL Tech Ltd provides engineering and digital transformation services, primarily to aerospace, defence, and industrial clients. Its operations focus on design engineering, simulation, and digital solutions for global OEMs.

Porinju Veliyath Portfolio Composition

Here are the 14 active stocks publicly held by Porinju Veliyath as of February 2026:

Stock Name Holding Value (In cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%) Sep 2025 Holding (%)
Aurum Proptech Ltd 77 4,350,000 0 5.7 5.7
RPSG Ventures Ltd 35.6 460,000 0 1.4 1.4
Geojit Financial Services Ltd 28.2 4,000,000 New 1.4 -
Orient Bell Ltd 20.8 723,240 0.3 4.9 4.6
Associated Alcohols & Breweries Ltd 17.1 200,000 New 1.1 -
TAAL Tech Ltd 15.8 53,000 0 1.7 1.7
Kerala Ayurveda Ltd 12 485,844 0 4 4
Kokuyo Camlin Ltd 8.9 1,010,100 0 1 1
Duroply Industries Ltd 8.2 546,263 0 5 5
Apollo Sindoori Hotels Ltd 7.7 60,000 0 2.3 2.3
Fratelli Vineyards Ltd 4.6 500,000 0 1.2 1.2
Sundaram Brake Linings Ltd 3 50,000 0 1.3 1.3
Ansal Buildwell Ltd 2.4 203,891 0 2.8 2.7
Aeonx Digital Technology Ltd 1.6 120,000 0 2.6 2.6
MM Rubber Company Ltd 70.1 (lakh) 91,000 0.1 1.5 1.3
Ansal Housing Ltd 63.4 (lakh) 700,000 New 1 -

How to Invest in Porinju Veliyath Portfolio Stocks?

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Porinju Veliyath Net Worth

Porinju Veliyath has an estimated net worth of around ₹222.70 cr, based on the market value of his publicly disclosed equity holdings. This figure reflects only his listed stock investments and can change every quarter due to stock price movements and portfolio changes. Like most equity investors, his net worth fluctuates with market conditions and does not include any undisclosed or private assets.

Porinju Veliyath's Investment Strategy

Core Value Investing Philosophy

Porinju Veliyath invests in companies that trade below their intrinsic business value. He compares stock prices with fundamentals such as earnings, assets, cash flows, and balance sheet strength. His goal is to buy businesses when market prices do not reflect their actual business worth.

Focus on Small-Cap and Mid-Cap Stocks

He prefers small-cap and mid-cap companies because these stocks often remain under-researched and mispriced. Such companies also have more room to expand compared to large firms, which can lead to stronger earnings growth over time if the business executes well.

Contrarian Thinking

Porinju often invests in stocks that are temporarily out of favour. These may include companies facing short-term challenges, sector downturns, or negative sentiment. He focuses on whether the business fundamentals remain intact rather than following market popularity.

Preference for Turnaround

Many of Porinju Veliyath’s holdings fall into categories such as turnaround candidates, cyclical recovery plays, or companies with improving balance sheets. Stocks like Orient Bell, TAAL Tech, and Aurum Proptech fit this pattern.

Long-Term Holding Horizon

He holds stocks for several years and allows time for business improvement and valuation correction. Short-term price volatility does not usually influence his decisions. He believes long-term holding helps capture the full value of business recovery or growth.

Value Investing with Flexibility

While value investing forms the base of his strategy, he remains flexible. If a company shows improving growth visibility or operational strength at reasonable valuations, he may invest even if it does not fit a strict traditional value framework.

Learnings from the Porinju Veliyath Portfolio in 2026

Value is More Important than Market Popularity

His portfolio includes companies that are not widely tracked or discussed. This shows that strong investment opportunities often exist outside popular or headline-driven stocks. Business fundamentals matter more than market attention.

Deep Research Matters

Each stock in his portfolio reflects a detailed analysis of financials, business models, and management quality. He relies on company-level research rather than market trends or short-term price movements.

Long-Term Holding Pays Off

Many of his holdings remain unchanged across multiple quarters. This highlights the importance of allowing time for business performance and valuations to improve instead of reacting to short-term volatility.

Contrarian Thinking Can Work

Porinju often invests in companies facing temporary challenges or weak market sentiment. When business conditions improve, these stocks can benefit from both earnings recovery and valuation re-rating.

Diversification Within a Value Framework

Although Porinju Veliyath’s portfolio is focused, it spans multiple sectors such as financial services, manufacturing, consumer goods, hospitality, and technology. This helps manage risk while staying aligned with value principles.

Focus on Small & Mid-Cap Growth Potential

Most Porinju Veliyath’s holdings belong to small-cap and mid-cap segments, where business expansion can have a meaningful impact on earnings and stock prices. These companies offer higher long-term potential but require patience.

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Factors Affecting Stock Selection in the Porinju Veliyath Portfolio

Value and Price Discipline

Porinju prefers stocks where the market price is lower than the business’s underlying value. Entry price matters to him, and he avoids buying stocks at stretched valuations even if the business quality looks good.

Bottom-up, Company-first Research

He focuses on individual companies rather than market trends or macro themes. Stock selection begins with understanding the business model, financial health, competitive position, and long-term sustainability of the company.

Clear Bias for Small and Mid Caps

While Porinju does not restrict himself by market capitalisation, most opportunities he finds are in small-cap and mid-cap stocks. These companies often receive less analyst coverage, which can lead to mispricing.

Turnaround Signals

Porinju pays close attention to companies showing early signs of improvement. This includes better capital allocation, reduced debt, operational efficiency, or positive changes in management intent and execution.

Multiple Decision Lenses

Although value investing forms the base, he remains flexible. Depending on the situation, he may consider factors such as improving earnings momentum, business restructuring, or special situations if the risk-reward appears favourable.

Ongoing Monitoring

Stock selection does not end after buying. He continuously reviews business performance and compares it against the original investment thesis, making gradual adjustments if fundamentals or valuations change.

Conclusion

Porinju Veliyath’s investing approach highlights the importance of fundamental research, valuation discipline, and patience across market cycles. His portfolio shows how focusing on under-researched businesses and holding them through periods of volatility can support long-term capital growth.

That said, investors should avoid replicating any investor’s portfolio directly. Investment decisions depend on individual objectives, risk appetite, and time horizons. Independent analysis remains essential, and professional advice may be considered where necessary.

For self-driven research, investors can use the Tickertape Stock Screener, which provides 200+ filters to evaluate stocks based on fundamentals, valuations, and financial strength. Key stock movements and investor activity can also be tracked using Tickertape Market Movers.

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Frequently Asked Questions About the Porinju Veliyath Portfolio

  1. Who is Porinju Veliyath?

    Porinju Veliyath is an Indian equity investor and the founder of Equity Intelligence, a SEBI-registered portfolio management firm. He began his career as a floor trader in the 1990s and later built a reputation as a value-focused investor with a strong preference for small-cap and mid-cap stocks.

  2. What is Porinju Veliyath’s portfolio in 2026?

    Porinju Veliyath’s portfolio in 2026 consists of a focused set of listed stocks across sectors such as financial services, real estate-linked businesses, manufacturing, consumer products, hospitality, and technology services. His holdings reflect a value-driven and long-term approach rather than frequent trading.

    Disclaimer: The above information is based on publicly available information and may change with subsequent disclosures.

  3. What is Porinju Veliyath’s net worth?

    Porinju Veliyath’s net worth is estimated at around ₹222.70 cr. based on the market value of his publicly disclosed equity holdings. This figure may change over time due to stock price movements and portfolio adjustments.

    Disclaimer: The above information is based on publicly available information and may change with subsequent disclosures.

  4. What are some of Porinju Veliyath’s top stocks?

    As of 5th February 2026, some well-known stocks from Porinju Veliyath’s holdings include
    1. Aurum Proptech Ltd
    2. RPSG Ventures Ltd
    3. Geojit Financial Services Ltd
    4. Orient Bell Ltd
    5. TAAL Tech Ltd

    Disclaimer: This information is for educational purposes only and should not be considered investment advice.

  5. How can I track Porinju Veliyath’s portfolio?

    Investors can track Porinju Veliyath’s portfolio using publicly available shareholding disclosures and investor-tracking platforms. Investors can also track portfolio changes, bulk and block deals, and other major stock activity using tools like Tickertape Market Movers, which highlights notable movements across the market in one place.

  6. What is Equity Intelligence and how is it linked to Porinju Veliyath?

    Equity Intelligence is the portfolio management firm founded by Porinju Veliyath. The firm follows a research-led, value investing approach and manages portfolios for long-term investors across listed equities.

  7. Does Porinju Veliyath frequently change his portfolio?

    Porinju Veliyath’s latest portfolio usually shows gradual changes rather than frequent churn. Increases or reductions in holdings typically reflect valuation comfort or changes in business fundamentals, not short-term market movements.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.