Porinju Veliyath
Equity Intelligence India Pvt Ltd
Founder and CEO of Equity Intelligence, known as a pioneer of small-cap value investing in neglected and turnaround businesses.
Tracked Net Worth₹117 Cr
Active Stocks
3
Investment Strategy: Changing corporate governance, emerging sectors, and identifying turnaround value in overlooked smallcaps.
Sector Allocation
Building Materials₹79.65 Cr
68.1%
Metals & Mining₹22.46 Cr
19.2%
Consumer Durables₹14.84 Cr
12.7%
Portfolio Holdings
Companies where Porinju Veliyath holds 1.00% or more as of 2026-Q2
Cera Sanitaryware Ltd
CERABuilding Materials
Steady
CMP
₹5,570.0-0.78%
Holding Stake1.1%
Holding Value₹79.65 Cr
Shares1,43,000
Sarda Energy & Minerals Ltd
SARDAENMetals & Mining
Steady
CMP
₹523.5-2.56%
Holding Stake1.22%
Holding Value₹22.46 Cr
Shares4,29,000
V-Guard Industries Ltd
VGUARDConsumer Durables
Steady
CMP
₹325.35-1.03%
Holding Stake1.05%
Holding Value₹14.84 Cr
Shares4,56,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Cera Sanitaryware LtdCERA | Building Materials | Active | ₹5,570.00-0.78% | 1.1% | 1,43,000 | ₹79.65 Cr | Analysis |
| Sarda Energy & Minerals LtdSARDAEN | Metals & Mining | Active | ₹523.50-2.56% | 1.22% | 4,29,000 | ₹22.46 Cr | Analysis |
| V-Guard Industries LtdVGUARD | Consumer Durables | Active | ₹325.35-1.03% | 1.05% | 4,56,000 | ₹14.84 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
V-Guard Industries Ltd (VGUARD)
Reported new position (1.05%) in V-Guard Industries Ltd for 2026-Q2.
+1.05%2026-Q2
BOUGHT NEW
Sarda Energy & Minerals Ltd (SARDAEN)
Reported new position (1.22%) in Sarda Energy & Minerals Ltd for 2026-Q2.
+1.22%2026-Q2
BOUGHT NEW
Cera Sanitaryware Ltd (CERA)
Reported new position (1.10%) in Cera Sanitaryware Ltd for 2026-Q2.
+1.10%2026-Q2