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Every investor should be aware of Porinju Veliyath's largest portfolio holdings:

Indian stock market visionary Porinju Veliyath, likened to Warren Buffett, has significantly increased his investments in two lesser-known small cap stocks. These previously unnoticed shares merit the attention of investors worldwide, given Veliyath's substantial holdings in them, amounting to...

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Investment guru Porinju Veliyath, nicknamed India's Warren Buffett, has recently poured a...
Investment guru Porinju Veliyath, nicknamed India's Warren Buffett, has recently poured a substantial amount into two lesser-known stocks, given their prominent positions as his portfolio's largest holdings. These underrated stocks could potentially catch the eye of investors globally as they may exhibit hidden potential. Notably, when Veliyath makes significant selections, it often indicates he perceives opportunities that others have yet to recognize.

Every investor should be aware of Porinju Veliyath's largest portfolio holdings:

Hey there, investing buddies! Today we're diving into the world of Indian stock market giants, focusing on the legendary Porinju Veliyath. Known as the Warren Buffett of India, Veliyath has built his fortune with an impressive track record of value-focused investments and multibagger stocks.

So, when he's got these two small-cap stocks as his largest holdings, listen up! These unheralded gems could be your ticket to "printing" some serious cash.

Aurum Proptech Ltd – Gearing Up for a Technological Revolution

Established in 1996 and specializing in software development and related services for the real estate sector, Aurum Proptech Ltd went public with a market cap of Rs 493 crores. Veliyath sees the growing potential in this tech-savvy proptech company and holds a significant portion of its shares worth around Rs 73 crores.

The financials tell a remarkable story of growth for Aurum Proptech. Sales have rocketed up by a whopping 92% compound annual growth rate (CAGR) over the past five years, reaching Rs 264 crores in FY25. EBITDA performance has seen its share of ups and downs, but the turnaround story for the company in FY25 was a display of operating profit improvement.

While net profit remains a question mark, Veliyath has remained invested since December 2021. The share price dropped from Rs 218 in May 2020 to Rs 169 as of May 2025, representing a 23% decline over five years. However, the current price offers a discount of 77% compared to its all-time high of Rs 741.

Kerala Ayurveda Ltd – Embracing Ancient Wisdom for the Modern World

Incorporated in 1945, Kerala Ayurveda Ltd is a pioneer in the production of Ayurvedic medicines and services. With a market cap of Rs 409 crores, it offers a diverse range of products and services, including treatment centers, clinics, hospitals, and wellness resorts. Veliyath has a 5.18% stake in the company, holding around 623,000 shares worth Rs 21.2 crores.

Sales have increased steadily by 13% CAGR over the past five years, reaching Rs 108 crores in FY24. The company logged sales of Rs 89 crores between April and December 2024 alone. EBITDA experienced a modest 7% CAGR in the same period, reaching Rs 7 crores in FY24.

Net profit, however, is a concern for the company. Reviews of its financials might reveal some areas that need improvement. The share price skyrocketed from around Rs 48 in May 2020 to its current price of Rs 340, representing a 608% increase. The current price still offers a 30% discount compared to the all-time high of Rs 487.

Betting Big on Small Caps

Veliyath's substantial investments in Aurum Proptech and Kerala Ayurveda suggest a glimpse into the mind of the Warren Buffett of India. The rapid sales growth of Aurum Proptech and the impressive surge in the share price of Kerala Ayurveda suggest that investors are placing their trust in these stocks.

However, we encourage you to delve deeper into the financials, weighing the pros and cons to determine if these stocks align with your investment goals. Whether these stocks make it to your watchlist depends on your tolerance for risk and your faith in Veliyath's investment strategy. Thorough research is essential, as a well-informed decision could lead to significant rewards or risks.

Remember, this article is not investment advice. It is always advisable to consult a professional before making any financial decisions. Happy investing, friends!

*This article uses data sourced from www.Screener.in and www.trendlyne.com.

*Suhel Khan is a passionate follower of the markets for over a decade. He has been the Head of Sales & Marketing at a leading Equity Research organization in Mumbai and now focuses on dissecting the investments and strategies of the Super Investors of India.

*Disclosure: The writer and his dependents do not hold the stocks discussed in this article. The content of the article is solely the personal views of the authors and does not constitute investment advice. Always consult a professional before making financial decisions.

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  1. Porinju Veliyath, known as the Warren Buffett of India, holds a substantial portion of Aurum Proptech Ltd shares worth around Rs 73 crores.
  2. Aurum Proptech Ltd specializes in software development and related services for the real estate sector, with a market cap of Rs 493 crores.
  3. Sales for Aurum Proptech have rocketed up by 92% compound annual growth rate (CAGR) over the past five years, reaching Rs 264 crores in FY25.
  4. Kerala Ayurveda Ltd, a pioneer in the production of Ayurvedic medicines and services, has a market cap of Rs 409 crores and Veliyath holds around 623,000 shares worth Rs 21.2 crores.
  5. Sales for Kerala Ayurveda have increased steadily by 13% CAGR over the past five years, reaching Rs 108 crores in FY24.
  6. Suhel Khan follows the markets for over a decade, including dissecting the investments and strategies of Super Investors of India like Porinju Veliyath.
  7. Veliyath's significant investments in Aurum Proptech and Kerala Ayurveda suggest his faith in the growth potential of these small-cap stocks.
  8. Investment in stocks like Aurum Proptech and Kerala Ayurveda could lead to significant rewards or risks, and thorough research is essential before making financial decisions.

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