Archive · 10 Nov 2025
Porinju Veliyath Makes Strategic Portfolio Shifts: U-turn, New Investment, and Stake Hike
A famous investor named Porinju Veliyath has recently changed his investments in three companies.
First, he bought back shares in a company called Ansal Buildwell, which he had previously sold.
This is like going back to a toy you sold because you think it might be valuable again.
Second, he bought shares in a wine company named Fratelli Vineyards, even though it's currently losing money.
This is like buying a new toy that might become popular later.
Third, he bought a little more shares in Apollo Sindoori Hotels, a company that manages food places.
He's known for picking stocks that others might not notice and making good profits.
Investors are watching to see if his new strategy pays off for these companies.
Porinju Veliyath has re-entered Ansal Buildwell by acquiring a 2.7% stake after previously selling shares below 1%.
Veliyath made a new investment of 1.2% in Fratelli Vineyards, a premium winemaker, despite its recent financial losses.
He increased his stake in Apollo Sindoori Hotels, which manages food outlets and catering services, from 2.1% to 2.3%.
Ansal Buildwell's profits have grown significantly (80% CAGR) from FY20 to FY25, and its share price has increased by 235% in five years.
Fratelli Vineyards has shown volatile financials with a recent loss of Rs 17 crore in FY25, but its share price has surged nearly 600% in five years.
- Who
- Porinju Veliyath, a renowned investor and founder of Equity Intelligence India Pvt Ltd
- What
- Made three significant changes to his stock portfolio: re-acquiring a stake in Ansal Buildwell, making a new investment in Fratelli Vineyards, and increasing his stake in Apollo Sindoori Hotels.
- When
- September 2025 quarter filings, with share price data up to November 7, 2025.
- Where
- India
- Why
- These moves are interpreted as strategic bets on potential turnarounds, value opportunities, and existing growth prospects.
- Investor
- Porinju Veliyath (Equity Intelligence India Pvt Ltd)
- Total Holding Value
- Rs 212 cr
- Ansal Buildwell Stake
- 2.7% (Rs 2.1 cr)
- Fratelli Vineyards Stake
- 1.2% (Rs 7 cr)
- Apollo Sindoori Hotels Stake
- 2.3% (Rs 7.7 cr)
- Investment Style
- Value investing, Contrarian strategies