Porinju V Veliyath Portfolio English

Porinju V Veliyath Portfolio

The table below shows the Porinju V Veliyath Portfolio based on the Highest Market Capitalization.

NameMarket Cap (Cr)Close Price
Thejo Engineering Ltd3017.882443.40
Hindware Home Innovation Ltd2809.44352.80
Cupid Ltd2741.2589.45
HPL Electric & Power Ltd2715.41381.10
RPSG Ventures Ltd2221.26597.60
Centum Electronics Ltd2171.381587.85
Swelect Energy Systems Ltd1858.541140.75
Kokuyo Camlin Ltd1459.92137.25
Allcargo Gati Ltd1363.7497.05
Shalimar Paints Ltd1292.5139.40

Content:

Who is Porinju V Veliyath?

Porinju V Veliyath is an Indian investor, fund manager, and founder of Equity Intelligence India Pvt Ltd, a portfolio management service (PMS) provider. He is known for his value investing approach and contrarian investment strategies. Porinju gained prominence for his successful stock picks and bold investment decisions. He often shares his insights and views on the Indian stock market through media appearances and social media platforms.

Top Stocks Held By Porinju V Veliyath

The table below shows the Top Stocks Held By Porinju V Veliyath based on 1 Year Return. 

NameClose Price1Y Return %
Panyam Cements And Mineral Industries Ltd164.151281.73
Cupid Ltd89.45627.24
HPL Electric & Power Ltd381.10284.17
Swelect Energy Systems Ltd1140.75247.1
Taneja Aerospace and Aviation Ltd443.05222.1
Lokesh Machines Ltd398.50160.29
Max India Ltd253.40146.02
Lakshmi Automatic Loom Works Ltd1948.30131.39
Kerala Ayurveda Ltd277.25131.04
Thejo Engineering Ltd2443.4074.53

Best Stocks Held By Porinju Veliyath

The table below shows the Best Stocks Held By Porinju Veliyath based on the highest day Volume.

NameClose PriceDaily Volume (Shares)
HPL Electric & Power Ltd381.10535392.0
Cupid Ltd89.45514713.0
Arrow Greentech Ltd560.20243183.0
Allcargo Gati Ltd97.05208147.0
Kokuyo Camlin Ltd137.25171833.0
Aurum Proptech Ltd140.60107336.0
Swelect Energy Systems Ltd1140.75105678.0
Max India Ltd253.40101005.0
Hindware Home Innovation Ltd352.8099071.0
Shalimar Paints Ltd139.4079856.0

Porinju V Veliyath’s Net Worth

Porinju Veliyath, the founder and manager of Equity Intelligence, oversees a distinctive portfolio primarily concentrated on mid-cap and small-cap stocks. According to recent corporate shareholding disclosures, Porinju V Veliyath has publicly disclosed holdings in 16 stocks valued at over ₹221.1 crore.

Performance Metrics Of Porinju V Veliyath Portfolio

Porinju V Veliyath’s portfolio performance metrics reflect the investment strategy and the outcome of his stock selection process.

1. Investment Philosophy: Porinju V Veliyath’s portfolio reflects his investment philosophy and approach towards value investing, aiming for long-term capital appreciation.

2. Stock Selection: The portfolio composition showcases Porinju’s stock-picking skills, emphasizing fundamentally strong companies with growth potential and attractive valuations.

3. Portfolio Diversification: Porinju V Veliyath’s portfolio exhibits diversification across sectors and industries, reducing risk and enhancing potential returns.

4. Return on Investment: The performance metrics include the portfolio’s return on investment, indicating the profitability of Porinju’s investment decisions over a specific period.

5. Risk Management: Porinju V Veliyath’s portfolio performance reflects his risk management strategy, balancing risk and reward to optimize investment outcomes.

6. Benchmark Comparison: Porinju’s portfolio performance is evaluated against relevant benchmarks, providing insights into his ability to outperform the market and deliver alpha to investors.

How do you invest in Porinju Veliyath’s Portfolio Stocks?

Investing in Porinju Veliyath’s portfolio stocks involves researching and analyzing his investment picks through various sources such as interviews, public statements, and portfolio disclosures. Once identified, investors can purchase the stocks through a brokerage account, ensuring alignment with their investment goals and risk tolerance. Regular monitoring of Porinju’s portfolio updates and market developments is also essential for informed decision-making.

Benefits of Investing in Porinju V Veliyath Stock Portfolio

Investing in Porinju V Veliyath Stock Portfolio offers an opportunity to benefit from the investment expertise and track record of Porinju V Veliyath, a seasoned investor known for his value-based investing approach and successful stock picks.

1. Expertise and Track Record: Investors gain access to the expertise and track record of Porinju V Veliyath, known for his value-based investment approach and successful stock picks.

2. Potential for High Returns: Porinju V Veliyath’s stock portfolio may offer the potential for high returns, given his reputation for identifying undervalued stocks with significant growth potential.

3. Diversification: Investing in Porinju V Veliyath’s portfolio allows investors to diversify their investment holdings across different sectors and companies, reducing overall portfolio risk.

4. Value Investing Principles: Porinju V Veliyath follows value investing principles, focusing on fundamentally sound companies trading at attractive valuations, which may lead to favorable investment outcomes over the long term.

5. Long-Term Focus: Porinju V Veliyath typically takes a long-term perspective on his investments, aligning with the interests of investors seeking sustainable wealth creation rather than short-term gains.

Challenges Of Investing in Porinju V Veliyath’s Portfolio

Investing in Porinju V Veliyath’s portfolio poses several challenges due to the volatile nature of his investment strategy and the risks associated with his concentrated holdings.

1. Volatility: Porinju V Veliyath’s portfolio is known for its high volatility, which can lead to significant fluctuations in the value of investments.

2. Concentrated Holdings: Porinju V Veliyath often holds concentrated positions in specific stocks or sectors, increasing the risk exposure to those holdings.

3. Speculative Investments: Some of the stocks in Porinju V Veliyath’s portfolio may be speculative in nature, with higher risk levels compared to more established companies.

4. Market Timing: Porinju V Veliyath’s investment strategy relies on market timing and identifying undervalued opportunities, which can be challenging to execute successfully.

5. Lack of Diversification: Porinju V Veliyath’s portfolio may lack diversification across different asset classes or industries, potentially amplifying risks during market downturns.

6. Limited Information: Investors may have limited access to information about Porinju V Veliyath’s investment decisions and rationale, making it difficult to assess the suitability of his portfolio for their own investment goals and risk tolerance.

Introduction to Porinju Veliyath Portfolio

Thejo Engineering Ltd

The Market Cap of Thejo Engineering Ltd is Rs. 3017.88 crores. The stock’s monthly return is -22.71%. Its one-year return is 74.53%. The stock is 33.01% away from its 52-week high.

Thejo Engineering Limited is an India-based company specializing in rubber lagging and industrial services. The company provides engineering solutions for industries focused on bulk material handling, mineral processing, and corrosion protection, including mining, power, steel, cement, ports, and fertilizers. The company is divided into Manufacturing Units, Service Units, and Other segments.

Their product range consists of engineering designs, manufacturing, and supply for bulk material handling, mineral processing, and corrosion protection. The products include conveyor care, dust suppression, abrasion protection, and screening solutions, among others. In addition to products, they offer services such as conveyor belt installation, maintenance, and operations.

Hindware Home Innovation Ltd

The Market Cap of Hindware Home Innovation Ltd is Rs. 2809.44 crores. The stock’s monthly return is -1.84%. Its one-year return is -30.62%. The stock is 88.24% away from its 52-week high.

Hindware Home Innovation Limited is an Indian company involved in the supply of building products and consumer appliances. The company focuses on manufacturing, branding, marketing, sales, and distribution of various product categories. It operates through three main segments: Building Products, Consumer Appliances, and Retail Business. The Building Products segment includes sanitaryware, faucets, premium tiles, and plastic pipes and fittings. 

TRUFLO by Hindware is the brand for plastic pipes and fittings. The Consumer Appliances portfolio includes kitchen appliances like chimneys, cooktops, dishwashers, built-in microwaves, hobs, sinks, and water purifiers, as well as air coolers, ceiling and pedestal fans, and kitchen and furniture fittings. The Retail Business offers specialty home interior products through modern stores and digital platforms under the brand EVOK.

Max India Ltd

The Market Cap of Max India Ltd is Rs. 1143.59 crore. The stock has a monthly return of -0.15% and a one-year return of 146.02%. It is 11.84% away from its 52-week high.

Max India Limited is an India-rooted holding company overseeing the Senior Care operations of Max Group, which includes Antara Senior Living Limited providing senior residences, and Antara Assisted Care Services Limited offering assisted care and care homes for seniors. The company is divided into segments such as Business Investments, Senior Living, Assisted Care, and Others. 

The Business Investments segment encompasses treasury investments, rental income from investment properties, and support services for group companies. The Senior Living segment focuses on senior living services, while the Assisted Care segment provides care at home services, care homes, and the sale/rental of Medcare products through its subsidiary. Subsidiaries of Max India Limited are Antara Purukul Senior Living Limited and Max UK Limited, with Antara Purukul Senior Living Limited specializing in owning, developing, and operating residential senior living communities.

Lakshmi Automatic Loom Works Ltd

The Market Cap of Lakshmi Automatic Loom Works Ltd is Rs. 136.97 crores. The stock’s monthly return is -1.26%. Its one-year return is 131.39%. The stock is 17.03% away from its 52-week high.

Lakshmi Automatic Loom Works Limited, an India-based company, focuses on producing spare parts and accessories for various types of automatic weaving machines and circular knitting machines, as well as parts for machine tools. The company collaborates with Terrot, a German company, to manufacture circular knitting machines. Additionally, it provides Warehousing Rental Services and Engineering Services, leasing out a 2,500,000-square-foot area to renowned logistics companies in Hosur. 

The company’s strategic location on the Bangalore-Chennai National Highway supports the growth of medium and large industries. Licensed to produce high-speed automatic weaving machines and circular knitting machines at its Pollachi unit, the company manufactures around 12,000 C-type LAKSHMI-RUTI Automatic Weaving Machines and 500 high-performance Circular Knitting Machines.

HPL Electric & Power Ltd

The Market Cap of HPL Electric & Power Ltd is Rs. 2,715.41 crore. The stock’s monthly return is -14.12%. Its one-year return is 284.17%. The stock is 15.11% away from its 52-week high.

HPL Electric & Power Limited is a company that manufactures electric equipment, specializing in electrical and power distribution products. The company operates across four main segments: Metering, Switchgears, Lighting, and Wires & Cables. Within the Metering segment, the company offers a range of products such as smart meters, net meters, prepaid meters, and trivector meters. 

The Switchgear segment includes Industrial Applications like air circuit breakers (ACB) and molded case circuit breakers (MCCB), Domestic Applications including miniature circuit breakers (MCB) and residual current circuit breakers (RCCB), and Modular Switch & Accessories. The Lighting segment comprises consumer LED products, commercial LED products, and outdoor LED products, while the Wires and Cables segment includes fire-resistant cables, co-axial cables, solar cables, and networking/data cables.

Swelect Energy Systems Ltd

The Market Cap of Swelect Energy Systems Ltd is Rs. 1858.54 crore. The stock’s monthly return is -16.63%. Its one-year return is 247.10%. The stock is 30.86% away from its 52-week high.

SWELECT Energy Systems Limited, an Indian company, specializes in manufacturing and trading solar power projects and off-grid solar photovoltaic modules using crystalline silicon technology. Additionally, the company is involved in solar and wind power generation and provides contract manufacturing, installation, maintenance services, and sales of solar photovoltaic inverters and energy-efficient lighting systems. 

The company’s business segments consist of Solar Energy Systems/Services and Foundry, with services including rooftop installations, energy audits, and site feasibility analysis. Its subsidiaries include various entities engaged in the renewable energy sector.

Allcargo Gati Ltd

The Market Cap of Allcargo Gati Ltd is Rs. 1363.74 crores. The stock’s monthly return is -12.85%. Its one-year return is -15.94%. The stock is 83.05% away from its 52-week high.

Gati Limited, an India-based company, primarily focuses on e-commerce logistics, integrated domestic and international freight forwarding, and operating fuel stations. The company is divided into two main segments: Express Distribution & Supply Chain and Fuel Stations. The Express Distribution & Supply Chain segment handles e-commerce cargo logistics through road, rail, and air transportation, while the Fuel Stations segment involves the sale of petrol, diesel, and lubricants. 

Gati Limited is also involved in e-commerce and cold chain logistics and provides tailored solutions for temperature-sensitive shipments in various sectors like consumer foods, pharmaceuticals, retail, and agriculture. The company offers services such as freight forwarding, customs clearance, and inventory management and operates around 5000 trucks. Its supply chain management network includes over 65 warehouses nationwide, with three dedicated e-fulfillment centers.

Ansal Buildwell Ltd

The Market Cap of Ansal Buildwell Ltd is Rs. 104.67 crore. The stock’s monthly return is -24.07%. Its one-year return is 59.04%. The stock is 63.61% away from its 52-week high.

Ansal Buildwell Limited is an Indian real estate development company that focuses on promoting, constructing, and developing various projects such as integrated townships, residential and commercial complexes, multistoried buildings, flats, houses, apartments, environmental improvement projects, high-tech engineering projects, technical and professional institutes, and industrial estates. The company has completed townships in locations like Sushant Lok I, II, and Ill in South Delhi; Ansal Krsna – I and II, Ansal Forte in Bangalore; Ansal’s Riverdale in Kochi; Ansal’s Green Valley in Dehradun; and Prakash Enclave in Moradabad. 

Additionally, the company has undertaken projects like the Baner Hydel Project, the Thoubal multipurpose project in Manipur, and a viaduct on the Jammu-Udhampur rail link. Ansal Buildwell Limited provides a range of amenities and facilities, from swimming pools and tennis courts to in-house health clubs. Its subsidiaries include Ansal Real Estate Developers Pvt. Ltd. and Lancers Resorts & Tours Pvt. Ltd.

RPSG Ventures Ltd

The Market Cap of RPSG Ventures Ltd is Rs. 2,221.26 crores. The stock’s monthly return is -16.51%. Its one-year return is 29.88%. The stock is 41.73% away from its 52-week high.

RPSG Ventures Limited is active in the information technology (IT) and related services sectors. The company is involved in owning, managing, investing in, and promoting businesses in various industries such as IT, business process outsourcing, property development, entertainment, fast-moving consumer goods (FMCG), and sports. Specifically, the company’s operations encompass process outsourcing, FMCG consumer goods, property development, and sports activities. Within its Process Outsourcing arm, the company focuses on business process outsourcing services. 

The FMCG segment encompasses consumer goods, while the Property division is dedicated to property development. The Sports segment is geared towards organizing and supporting various sporting events and activities. The company offers a range of products and services including software development support, IT consultancy services, and support. Additionally, the company is involved in the ayurveda industry through its subsidiary, Herbolab India Private Limited, where it markets ayurvedic products under the brand Dr. Vaidya’s. In the real estate sector, the company operates through its subsidiary, Quest Properties India Limited.

Duroply Industries Ltd

The Market Cap of Duroply Industries Ltd is Rs. 257.92 crore. The stock’s monthly return is -15.22%. Its one-year return is 16.09%. The stock is 44.14% away from its 52-week high.

Duroply Industries Limited is an Indian company specializing in the production and distribution of plywood and blockboards, decorative veneers, and flush doors. The company primarily operates within the Plywood sector and markets all its offerings under the DURO brand.

Taneja Aerospace and Aviation Ltd

The market cap of Taneja Aerospace and Aviation Ltd is Rs. 1,131.08 crore. The stock’s monthly return is -9.07%. Its one-year return is 222.10%. The stock is 17.37% away from its 52-week high.

Taneja Aerospace and Aviation Ltd (Taal), headquartered in Bangalore, operates in the aviation software and engineering hub of the city. Taal Tech India Private Limited, a subsidiary, specializes in Engineering Design and Development Solutions. It aids global corporations in creating products with faster time-to-market, leveraging skilled engineers and contemporary tools for various industries like Aerospace, Defense, and more. Taal-Tech offers services including Concept Design, Finite Element Analysis, and Embedded Electronics, positioning itself as a comprehensive design-to-build solution provider.

Cupid Ltd

The Market Cap of Cupid Ltd is Rs. 2,741.25 crores. The stock’s monthly return is -8.87%. Its one-year return is 624.90%. The stock is 45.92% away from its 52-week high.

Cupid Limited is an India-based condom manufacturer engaged in producing and supplying male condoms, female condoms, water-based lubricant jelly, and in vitro diagnostics (IVD) kits. Its manufacturing facility, located in Sinnar near Nashik, about 200 kilometers east of Mumbai, has an annual capacity of approximately 480 million male condoms, 52 million female condoms, and 210 million sachets of lubricant jelly. 

The company offers a range of flavors, colors, and lubricants, including silicone-based options, in its male condoms. Flavors include natural plain, banana, strawberry, chocolate, apple, pineapple, grapes, rose, jasmine, mint, whisky, rum Jamaica, pan, bubblegum, and vanilla. Among its products are Cupid Super Dotted Condom and Cupid Multitextured Condom. Additionally, the company provides water-based lubricants in sachets and tubes.

Porinju V Veliyath Portfolio – FAQs

1. Which Stocks Are Held By Porinju V Veliyath?

Stocks Are Held By Porinju V Veliyath #1: Thejo Engineering Ltd
Stocks Are Held By Porinju V Veliyath #2: Hindware Home Innovation Ltd
Stocks Are Held By Porinju V Veliyath #3: Cupid Ltd
Stocks Are Held By Porinju V Veliyath #4: HPL Electric & Power Ltd
Stocks Are Held By Porinju V Veliyath #5: RPSG Ventures Ltd

Stocks Held By Porinju V Veliyath are based on market capitalization.

2. What are the top stocks In Porinju Veliyath’s Portfolio?

The top stocks In Porinju Veliyath’s Portfolio based on one-year returns are Panyam Cements And Mineral Industries Ltd, Cupid Ltd, HPL Electric & Power Ltd, Swelect Energy Systems Ltd
And Taneja Aerospace and Aviation Ltd. 

3. What Is The Net Worth Of Porinju V Veliyath?

Porinju Veliyath, the founder of Equity Intelligence, manages a distinctive portfolio primarily concentrated in mid-cap and small-cap stocks. Public filings reveal his ownership of 16 stocks, totaling a net worth exceeding ₹221.1 crore.

4. What is Porinju V Veliyath’s total portfolio value?

With a net worth of 201.81 crore, he commenced his career as a floor trader at Kotak Securities in 1990 before establishing his own venture in 2002. His investment approach involves diversified portfolios of small-cap companies featuring strong management, solid balance sheets, and robust business models.

5. How do you invest in Porinju V Veliyath’s stocks?

To invest in Porinju V Veliyath’s stocks, individuals can open a brokerage account with a stockbroker offering access to the Indian stock market. They can then track his publicly disclosed holdings and investment decisions through regulatory filings and market updates. Based on their analysis of their portfolio, investors can purchase the same stocks through their chosen brokerage platform.

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.

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