- I did not get any takeaway to look at a particular kind of stock or vertical: Porinju Veliyath
Porinju Veliyath believes that the formation of tourism hubs, along with themes like affordable housing, ...More
Porinju Veliyath believes that the formation of tourism hubs, along with themes like affordable housing, is important. He mentions the potential of religious and pilgrimage tourism with international airports and sufficient infrastructure. The development of tourism can contribute 1% to India's GDP. EIH is a good bet in the luxury tourism sector, especially with new opportunities like Ayodhya. There is potential for growth in the tourism sector, which will have an overall impact on the economy. Porinju expects ONGC to lead the PSU pack in the next one to two years due to its low valuation. ...Less

- Betting on ONGC & other oil & gas PSUs; Piramal Pharma can be a good compounder for next 5 years: Porinju Veliyath
Porinju Veliyath, CEO of Equity Intelligence India, believes that the oil and gas sector, including compa ...More
Porinju Veliyath, CEO of Equity Intelligence India, believes that the oil and gas sector, including companies like ONGC, HPCL, and BPCL, is an overlooked investment opportunity. These companies have single-digit PEs and high dividend yields, and are expected to experience faster earnings growth. Veliyath also discusses the strength of the Indian economy and the clear geopolitical formations that make India a strong player on the global stage. He advises caution in the current market, as there may be corrections and consolidations, but remains optimistic about the long-term growth prospects of the Indian economy. ...Less

- Long & Short of Markets: Porinju opens up on value investing & a tough winter for richie-richs
In his first media interaction during the last few years, ‘Smallcap Czar’ Porinju Veliyath said the much ...More
In his first media interaction during the last few years, ‘Smallcap Czar’ Porinju Veliyath said the much needed alpha for value investors can be found in niche businesses and emerging companies. ...Less

- Porinju's daughter enters this microcap with 1.3% stake in Q1
TCM, where LIC owned a 10.60 per cent stake as of June 30, saw Shilpa Porinju Veliyath as a public shareh ...More
TCM, where LIC owned a 10.60 per cent stake as of June 30, saw Shilpa Porinju Veliyath as a public shareholding with over 1 per cent stake. Shilpa held 1,00,000 shares or a 1.34 per cent stake in the company as of June 30. She was not among public shareholders of the company in the past, with over a per cent stake. ...Less

- Porinju Veliyath buys additional stake in this microcap in Q3
Veliyath, who leads PMS Equity Intelligence India, held 2,50,000 shares or 2.37 per cent stake in the com ...More
Veliyath, who leads PMS Equity Intelligence India, held 2,50,000 shares or 2.37 per cent stake in the company as of December 31, 2021. This was 104 basis points higher than 1.33 per cent stake he held in the company at the end of the September quarter. ...Less

- Hotel stocks could benefit from India's booming tourism demand: Porinju Veliyath
Porinju Veliyath of Equity Intelligence India notes the significant growth potential in India's travel an ...More
Porinju Veliyath of Equity Intelligence India notes the significant growth potential in India's travel and tourism sector, citing high demand and supply shortages, particularly in five-star hotels. Despite earlier pressures, Ixigo's stock performance has been resilient, attracting Veliyath's attention as a potential investment opportunity, though he clarifies he is not currently invested. ...Less

- Market has matured; won't be badly damaged by slight rise in capital gains tax: Porinju Veliyath
Market expert Porinju Veliyath highlights market resilience to the capital gain tax increase, stressing g ...More
Market expert Porinju Veliyath highlights market resilience to the capital gain tax increase, stressing growth-focused investments. The budget's emphasis on digital infrastructure supports growth. Investors should remember only capital gains are taxed, he said and said agriculture investments will address rural stress and help job creation. Veliyath called the budget a non-event for markets. ...Less

- Porinju Veliyath picks up additional stake in this smallcap multibagger in December quarter
The smallcap counter has delivered multibagger returns of over 200% in the past 12 months, which is signi ...More
The smallcap counter has delivered multibagger returns of over 200% in the past 12 months, which is significantly higher than Nifty itself, which has delivered impressive returns of over 23% during this time. ...Less

- Porinju Veliyath tweaks his approach to value investing after suffering heavy losses
"We have seen the deepest of corrections in 2018 and 2019, especially in the broader market. I think in m ...More
"We have seen the deepest of corrections in 2018 and 2019, especially in the broader market. I think in my 30 years of career, those were the most painful two years for me," Porinju said. ...Less

- India definitely richly valued; but still is a paradise for picking stocks: Porinju Veliyath
So, we all are in a sweet spot, equity market, the investors, the traders, the whole country, this econom ...More
So, we all are in a sweet spot, equity market, the investors, the traders, the whole country, this economy. Of course, there are challenges. So, somebody was talking the other day what are the challenges today? I think rural stress. This is something could be the focus of the new government, the new ministries and so this is relevant to the equity investors also. ...Less

- Seeking value in this market? Porinju Veliyath on where to look
Porinju Veliyath sees value emerging in small and midcap companies amidst an economic upcycle, anticipati ...More
Porinju Veliyath sees value emerging in small and midcap companies amidst an economic upcycle, anticipating sustained growth opportunities driven by structural changes, government support for manufacturing, and the expansion of the capital market and investing habits. He says at around 25-26 PE, these small and midcaps are definitely expensive. But we cannot talk about the historic PE of 10, 12, and 15 for these companies because their future trajectory has changed significantly. ...Less

- India is still a stock pickers' paradise, says Porinju Veliyath, lauds Raymond for full value unlocking
Porinju Veliyath stresses market correction readiness, noting Raymond’s stock's rise from Rs 300 in 2021 ...More
Porinju Veliyath stresses market correction readiness, noting Raymond’s stock's rise from Rs 300 in 2021 to Rs 3,100. Raymond's lifestyle, real estate, engineering segments, Maini Precision ties, and the Rs 7,000 crore demerger on the 11th are key. Promoter attitudes, stock picking fundamentals, valuation comparisons, and a bulk deal in related stocks are also discussed. ...Less

- Porinju Veliyath buys stake in this small cap holding company
The stock’s 52-week low and high prices are Rs 67 and Rs 112, respectively. Currently, the share is tradi ...More
The stock’s 52-week low and high prices are Rs 67 and Rs 112, respectively. Currently, the share is trading 49% higher than its 52-week low price.In the quarter ended September, FIIs also raised stake in the stock to 7.55% from the earlier 5.76% in the June quarter ...Less

- Over the next 3-5 years, what could be good compounders in making? Porinju Veliyath answers
“The largest two holdings in our portfolio are Tata Communications and Raymond. Raymond has moved from Rs ...More
“The largest two holdings in our portfolio are Tata Communications and Raymond. Raymond has moved from Rs 3000 crore to now around Rs 14,000 crore market cap. Similarly, in Tata Communications, we continue to hold all our stocks and we have been buying till very recently. However, we are ready for 10-15% correction in both the stocks.” ...Less

- Invest with conviction, not emotion: Porinju advises patience amid geopolitical noise
Porinju Veliyath of Equity Intelligence India advises investors to remain calm amidst tariff uncertaintie ...More
Porinju Veliyath of Equity Intelligence India advises investors to remain calm amidst tariff uncertainties, emphasizing opportunities in domestically-driven businesses and technology-led growth. He highlights India's strong macroeconomic conditions, stable government, and the pharma sector's competitive advantage. Despite potential tariff impacts, companies like Piramal Pharma remain promising due to their robust manufacturing and global supply capabilities. ...Less

- Ignore Trump’s tantrums, focus on domestic strength: Porinju’s mantra for investors
Porinju Veliyath of Equity Intelligence India suggests that tariff concerns are temporary and India's str ...More
Porinju Veliyath of Equity Intelligence India suggests that tariff concerns are temporary and India's strong domestic economy and service exports offer opportunities. He advises investors to focus on domestic-focused companies, service exporters, and businesses in the AI segment. Despite market uncertainty, India's stability and growth potential make it resilient to external factors like unpredictable political behavior. ...Less

- Value investor Porinju Veliyath hikes stake in this underperforming stock
For the quarter that ended December 31, the company reported consolidated net sales of Rs 100 crore, up 9 ...More
For the quarter that ended December 31, the company reported consolidated net sales of Rs 100 crore, up 9.52% from last quarter's total income of Rs 91.3 crore and up 10.25% from year-ago quarters’ total income of Rs 90.7 crore. The company reported a net loss of Rs 17.7 crore in the December quarter ...Less

- NSE-BSE bulk deals: Porinju Veliyath buys stake in Aurum Proptech
In another transaction, Societe Generale sold 1.2 million shares of newly-listed Fino Payments Bank at Rs ...More
In another transaction, Societe Generale sold 1.2 million shares of newly-listed Fino Payments Bank at Rs. 528.9 apiece through a bulk deal on the NSE. ...Less
- Stock picking is name of the game; ongoing correction in midcaps healthy: Porinju Veliyath
India is in an advantageous position both structurally and fundamentally; it is not the time to go bearis ...More
India is in an advantageous position both structurally and fundamentally; it is not the time to go bearish on markets, says Veliyath. ...Less
- Expect 2015 to be a year of economic turnaround: Porinju Veliyath
We had the political turnaround, now we are looking for the economic turnaround, said Veliyath, adding th ...More
We had the political turnaround, now we are looking for the economic turnaround, said Veliyath, adding that the year 2015 will see a lot of reforms. ...Less
- Be selective now, if you feel a particular stock is too overpriced, book profit: Porinju Veliyath
“Rather than getting bothered much about the exuberance, there are some companies which have gone much be ...More
“Rather than getting bothered much about the exuberance, there are some companies which have gone much beyond its fundamentals or justifiable limit. I definitely agree. That is where you have to do capital allocation and move to stocks or businesses still available at very reasonable valuation or stocks that are still underpriced.” ...Less
- Emkay Global surges as Porinju Veliyath buys stake
Reacting to the development, the scrip gained 10 per cent to hit a high of Rs 67.60 on the BSE. The stock ...More
Reacting to the development, the scrip gained 10 per cent to hit a high of Rs 67.60 on the BSE. The stock has slipped 20 per cent in the year so far. ...Less
- You invest, you tweet! Dalal Street veterans dole out ideas on microblogging site
If social media has become a part of our everyday life, these market veterans too have made it a habit to ...More
If social media has become a part of our everyday life, these market veterans too have made it a habit to be visible there, sharing analyses and commentaries. ...Less
- NSE-BSE bulk deals: Porinju Veliyath nearly exits Archies; SBI buys stake in Paisalo
Prior to the transaction, the ace investor held 1.1 million shares of the company. ...More
Prior to the transaction, the ace investor held 1.1 million shares of the company. ...Less
- NSE-BSE bulk deals: Porinju Veliyath’s PMS buys stake in Cupid
Segantii India Mauritius Fund sold 1.1 million shares of HDFC Life Insurance at Rs. 685.75 apiece through ...More
Segantii India Mauritius Fund sold 1.1 million shares of HDFC Life Insurance at Rs. 685.75 apiece through a block deal on the bourse. ...Less
- Porinju Veliyath's firm buys 4 lakh shares in Archies, shares surge
On the BSE, 4.83 lakh shares were traded on the counter so far as against the average the daily volumes o ...More
On the BSE, 4.83 lakh shares were traded on the counter so far as against the average the daily volumes of 3.72 lakh shares in the past two weeks. ...Less
- NSE-BSE Bulk Deals: Porinju Veliyath’s firm laps up Thejo Engg, cuts stake in Liberty Shoes
Porinju Veliyath’s Equity Intelligence India, Asian Markets Securities and Biyani Financial Services boug ...More
Porinju Veliyath’s Equity Intelligence India, Asian Markets Securities and Biyani Financial Services bought 50,000, 25,000 and 25,000 shares of Thejo Engineering respectively, while India Opportunities Fund sold 1,71,400 shares of the company. ...Less
- Porinju Veliyath buys shares worth Rs 5.5 crore in Fratelli Vineyards via bulk deals
Investor Porinju Veliyath acquired 5 lakh shares in Fratelli Vineyards worth Rs 5.5 crore via bulk deals. ...More
Investor Porinju Veliyath acquired 5 lakh shares in Fratelli Vineyards worth Rs 5.5 crore via bulk deals. The stock rose 5% to Rs 109.70 despite being oversold and a year-long decline, as the company reported a Q1FY25 net loss of Rs 5.8 crore. Fratelli Vineyards has been a market laggard, with its share price falling nearly 72% in the past 1 year. This year, the stock price has eroded by 67%. ...Less
- Permabull Porinju says Indian stocks best hedge against everything negative: Here’s why
Investors are running after risky assets, while at the same time betting on the government’s bonds to sav ...More
Investors are running after risky assets, while at the same time betting on the government’s bonds to save the day when the storm comes around. ...Less
- Jhunjhunwala-owned smallcap stock rallies 9% after Porinju picks stake
At 10.59 a.m., the stock was trading 6% higher at Rs 109 over its last day's closing price of Rs 103 apie ...More
At 10.59 a.m., the stock was trading 6% higher at Rs 109 over its last day's closing price of Rs 103 apiece. Meanwhile, on a year-to-date basis, the stock has surged 35%, while it has risen nearly 50% in the last one year. ...Less
- Minnows win big; PMSes run by Porinju, Maheshwari beat market
The performance of PMSes run by big players was not that impressive. ...More
The performance of PMSes run by big players was not that impressive. ...Less
- Porinju Veliyath on Raymond deal, the next basket for multibaggers & more
Porinju Veliyath believes that it will not be easy to create alpha investing in the well-known largecap c ...More
Porinju Veliyath believes that it will not be easy to create alpha investing in the well-known largecap companies, but one can still invest in them. He continues to believe in the India story, and that India's era is just starting, which is where China was in 2007. Veliyath suggests that there are many upcoming midcap companies that can offer great opportunities for the investing community to create alpha, and further states that many state PSUs, if better managed, could become multi-baggers. ...Less
- Markets leaving enough space for value pickers: Porinju Veliyath, Equity Intelligence
"We are in that kind of a favourable but still investible market environment today and there is no doubt ...More
"We are in that kind of a favourable but still investible market environment today and there is no doubt about it." ...Less
- Porinju Veliyath buys stake in Apollo Sindoori Hotels
Veliyath’s purchase accounted for a third of the volume of the stock traded in today’s session. ...More
Veliyath’s purchase accounted for a third of the volume of the stock traded in today’s session. ...Less
- Budget expectations: Hoping for some tweaks in personal taxation, market direction in a non-event budget: Porinju Veliyath
“There are pockets of froth, manipulated stocks, and managed stocks, and with the low liquidity, some sto ...More
“There are pockets of froth, manipulated stocks, and managed stocks, and with the low liquidity, some stocks are kept very high. So, small first-time investors in the market should be extremely careful about this aspect. Do not go by tips in the market or just because of stock price movement, momentum investing, growth, those kind of things,” says Porinju Veliyath. ...Less
- Stock picker’s market: Porinju Veliyath’s checklist for buying a stock
Investors should never forget that whether a fancied investor bought it, whether a highly campaigned IPO ...More
Investors should never forget that whether a fancied investor bought it, whether a highly campaigned IPO is coming up, in any case, some traders or gamblers could make money in between but normal investors stick to valuation, the future of the business, how the company has been managed and how it may get managed or is there any change, is there the symptoms of change in the culture of management, sharing of wealth with minority shareholdersm says Porinju Veliyath ...Less
- Porinju Veliyath buys over 2 lakh shares in this smallcap firm; should you buy too?
Porinju Veliyath, MD & Portfolio manager of Equity Intelligence India said that it was his personal inves ...More
Porinju Veliyath, MD & Portfolio manager of Equity Intelligence India said that it was his personal investment on a potential turnaround of the business ...Less
- Kerala Ayurveda hits upper circuit as Porinju Veliyath buys shares
The scrip settled 4.93 per cent up at Rs 73.55 on Thursday. ...More
The scrip settled 4.93 per cent up at Rs 73.55 on Thursday. ...Less
- Sharp stock crashes not the end of the world: Porinju Veliyath, Equity Intelligence
"I am in total inaction at this point, to make it very frank. I do not have money to invest" ...More
"I am in total inaction at this point, to make it very frank. I do not have money to invest" ...Less
- Waiting for market crash to buy stocks? Porinju Veliyath is laughing at you
Companies with changing profiles and better managements will register better growth, he said. ...More
Companies with changing profiles and better managements will register better growth, he said. ...Less
- Porinju’s Equity Intelligence buys 1 lakh shares in Shalimar Paints; stock surges
The scrip was trading 6.35 per cent up at Rs 225.20 around 9.33 am (IST). ...More
The scrip was trading 6.35 per cent up at Rs 225.20 around 9.33 am (IST). ...Less
- Porinju Veliyath Portfolio: Betting big on Kerala Ayurved, 2 other smallcaps
Veliyath raised his stake in Kerala Ayurved by 164 bps to 4.82% in the quarter ended December 30, 2023. A ...More
Veliyath raised his stake in Kerala Ayurved by 164 bps to 4.82% in the quarter ended December 30, 2023. At the end of the September quarter, he held 3.18% stake in the company. The value of his holding is nearly Rs 14.8 crore, Trendlyne data said. ...Less
- McDowell Holdings EGM called to appoint 5 board members
A group of minority shareholders of McDowell Holdings, including US-based private investment firm Acacia ...More
A group of minority shareholders of McDowell Holdings, including US-based private investment firm Acacia Partners and investor Porinju Veliyath's Equity Intelligence, has requested an extraordinary general meeting and proposed appointment of five members to the board after the stock exchanges suspended the company's share trading citing insufficient board strength. ...Less
- Valuation concern? Porinju says stop worrying, go buy & make some money
Porinju remains bullish on the domestic equity market, and says valuing the market on traditional paramet ...More
Porinju remains bullish on the domestic equity market, and says valuing the market on traditional parameters such as PE multiples has no meaning today. ...Less
- NSE-BSE bulk deals: Porinju Veliyath buys 4 lakh RE shares of Aurum Proptech
He already holds the stock in his portfolio, according to shareholding data released by the company. As o ...More
He already holds the stock in his portfolio, according to shareholding data released by the company. As of March-end, he owned 3 lakh shares of the company or 1.05 per cent stake in the firm ...Less
- NSE-BSE bulk deals: BofA Securities buys stake in IndusInd Bank
Nomura Singapore sold 1.25 million shares of Paramount Communications at Rs. 13.1 per share through a bul ...More
Nomura Singapore sold 1.25 million shares of Paramount Communications at Rs. 13.1 per share through a bulk deal on NSE. ...Less
- Valuations discomfort gone, great time to buy Indian stocks: Porinju
"Market’s coming down is bullish, because you are getting more attractive valuations." ...More
"Market’s coming down is bullish, because you are getting more attractive valuations." ...Less
- What Dolly Khanna, Porinju, Pabrai and Ashish Kacholia bought in Q1
During the quarter ended June 2018, BSE Midcap and Smallcap indices fell up to 8 per cent. ...More
During the quarter ended June 2018, BSE Midcap and Smallcap indices fell up to 8 per cent. ...Less
- NSE-BSE bulk deals: Sequoia Capital sells stake in Stove Kraft
In another transaction, HSBC Global Investments Fund picked up 537,112 shares of Stove Kraft at Rs. 929.9 ...More
In another transaction, HSBC Global Investments Fund picked up 537,112 shares of Stove Kraft at Rs. 929.9 per share through a bulk deal on the NSE. ...Less
- Market in corrective mode: 'Discount Sale' won't last beyond March, says Porinju
At least 20 million Indians are waiting to invest in equities, for the first time, says Porinju. ...More
At least 20 million Indians are waiting to invest in equities, for the first time, says Porinju. ...Less
- Half of Porinju’s stocks gave multibagger returns in three years, but in the red now
Of the nine stocks he has spoken about in 2016, five have given negative returns so far this year. But th ...More
Of the nine stocks he has spoken about in 2016, five have given negative returns so far this year. But that’s not the most intriguing part. ...Less
- Forget Sensex, think of stocks; 2017 will be a year of stock pickers: Porinju
One advice Porinju Veliyath like to share with his investors for calendar year 2017 is to maintain discip ...More
One advice Porinju Veliyath like to share with his investors for calendar year 2017 is to maintain discipline and simplicity in approach while investing. ...Less
- Porinju says action will be in small & midcaps now; Nifty won’t rise much
Porinju said a lot of people are looking for a change in the Finance Ministry. ...More
Porinju said a lot of people are looking for a change in the Finance Ministry. ...Less
- Equities will be the best performing asset class in 5 years: Porinju Veliyath
The expert added that it is important for investors to look beyond issues like monsoon and RBI rate cuts. ...More
The expert added that it is important for investors to look beyond issues like monsoon and RBI rate cuts. ...Less
- Want to make money in smallcaps & midcaps? Try it out the Porinju way
Shares of Balkrishna Paper and IZMO rose 71 per cent and 28 per cent, respectively, during this period wh ...More
Shares of Balkrishna Paper and IZMO rose 71 per cent and 28 per cent, respectively, during this period while those of BDH Industries delivered negative returns. ...Less
- Porinju Veliyath finds this Tata stock underpriced
"After its recent concall, I find Tata Communications underpriced. I do not want investors to go and buy ...More
"After its recent concall, I find Tata Communications underpriced. I do not want investors to go and buy it in a hurry. It can go back to Rs 1,000 or below into three-digits," Porinju said. ...Less
- Bet on value, not chor company: Porinju Veliyath
"Expecting megacaps to grow at 20-25% for next 100 years is nonsense." ...More
"Expecting megacaps to grow at 20-25% for next 100 years is nonsense." ...Less
- There is no hurry to buy today or tomorrow; do bargain hunting in small and midcaps going forward: Porinju Veliyath
Porinju Veliyath suggests a strategic approach to value investing in small and midcap stocks amidst the c ...More
Porinju Veliyath suggests a strategic approach to value investing in small and midcap stocks amidst the current market correction. He emphasizes the long-term economic growth potential of India, projecting a $6-7 trillion economy by 2030. He further poitbs out that he is 100% sure it is not a repeat of 2018 which I have gone through and suffered very badly with huge underperformance to the market. ...Less
- Tweet Buster: A way to beat poll volatility & is it time to invest in gold?
Sensex zoomed on Friday and Shankar Sharma said this maybe on account of leaked exit polls. ...More
Sensex zoomed on Friday and Shankar Sharma said this maybe on account of leaked exit polls. ...Less
- NSE-BSE bulk deals: KKR, L&T Finance cut stake in CG Power
KKR India Financial Services sold 70,50,000 shares of CG Power and Industrial Solutions on the BSE and an ...More
KKR India Financial Services sold 70,50,000 shares of CG Power and Industrial Solutions on the BSE and another 2,90,76,000 shares on the NSE. KKR India Debt Opportunities Fund II, L&T Finance, Vistra ITCL India, Chetan Rasiklal Shah and Alpha Leon Enterprises also sold shares in the company. ...Less
- What debt can do: Will this smallcap become a Rs 1 lakh crore firm some day?
The company has not reported quarterly profit since September quarter of FY12. ...More
The company has not reported quarterly profit since September quarter of FY12. ...Less
- In for a long haul? Porinju pitches for quality midcaps
Porinju is clear that the opportunities cannot be compared with 2013 or 2014. ...More
Porinju is clear that the opportunities cannot be compared with 2013 or 2014. ...Less
- Vadilal Industries shares plunge over 10% as Ashish Kacholia cuts stake
Stock of India’s second-largest ice cream player settled 20 per cent down ...More
Stock of India’s second-largest ice cream player settled 20 per cent down ...Less
- Mining multibaggers! 5 stock ideas for next 5 years from market gurus
As Nifty bulls are trying to get rid of the scars left by US Fed Chair Jerome Powell, market mavericks Po ...More
As Nifty bulls are trying to get rid of the scars left by US Fed Chair Jerome Powell, market mavericks Porinju Veliyath, Basant Maheshwari and Saurabh Mukherjea are bullish on these 5 stocks for the next 5 years: ...Less
- All sensible investing is value investing: Porinju Veliyath
‘The next 2-3 years are going to do wonders for value investors.’ ...More
‘The next 2-3 years are going to do wonders for value investors.’ ...Less
- Porinju Veliyath: Consumption safest theme for making money
“Some of the stocks which we are still holding are Godrej Industries and Tata Global” ...More
“Some of the stocks which we are still holding are Godrej Industries and Tata Global” ...Less
- Jhunjhunwala, Dolly Khanna, Porinju, Kedia sold these stocks in 2018; do you still hold them?
Jhunjhunwala offloaded around 1.20 crore shares in his favourite bet Titan last year. ...More
Jhunjhunwala offloaded around 1.20 crore shares in his favourite bet Titan last year. ...Less