Goldman Sachs’ India Portfolio; 10 stocks rally up to 130% in CY26

Goldman Sachs’ Indian equity portfolio, held through its global funds, declined sharply by 27% in CY26, with its value falling from Rs 9,015 crore in December 2025 to Rs 6,585 crore as of September 11, 2026. As of the June 2026 quarter, the portfolio comprised around 39 stocks, of which 18 declined by 10–40% so far in CY26. Despite the overall decline, 10 stocks delivered gains ranging from 20% to 130% during the period. CMR Green Technologies was a newly added stock to the portfolio during the June 2026 quarter. (Data Source: ACE Equity, Trendlyne)

In CY26, TD Power Systems emerged as the top performer, with the stock surging 129%, from Rs 351 to Rs 805. Goldman Sachs India holds a 2.01% stake, currently valued at approximately Rs 252 crore.

GNG Electronics delivered a stellar 121% rally in CY26, climbing from Rs 308 to Rs 680. Goldman Sachs India owns around 2.29%, with its holding valued at nearly Rs 177 crore.

Inox India gained an impressive 98% in CY26, rising from Rs 1,134 to Rs 2,247. Goldman Sachs India holds about 1.82%, worth approximately Rs 371 crore.

Bluestone Jewellery And Lifestyle posted an 89% surge in CY26, with the stock advancing from Rs 471 to Rs 890. Goldman Sachs India holds a 1.22% stake, valued at around Rs 166 crore.

Sai Life Sciences delivered a strong 74% gain in CY26, moving from Rs 908 to Rs 1,585. Goldman Sachs India owns approximately 1.23%, with the stake worth nearly Rs 414 crore.

Pearl Global Industries rose 47% in CY26, climbing from Rs 805 to Rs 1,188. Goldman Sachs India holds about 1.68%, valued at approximately Rs 92 crore.

SJS Enterprises gained 39% in CY26, advancing from Rs 1,700 to Rs 2,354. Goldman Sachs India has a 3.41% stake, worth around Rs 257 crore.

ASK Automotive delivered a 30% rally in CY26, rising from Rs 479 to Rs 625. Goldman Sachs India holds about 2.33%, with its stake valued at approximately Rs 287 crore.

PVR Inox climbed 22% in CY26, moving from Rs 1,015 to Rs 1,237. Goldman Sachs India owns around 1.57%, valued at nearly Rs 191 crore.

Tatva Chintan Pharma Chem posted a 21% gain in CY26, rising from Rs 1,334 to Rs 1,609. Goldman Sachs India holds a 2.59% stake, currently worth approximately Rs 98 crore.