Govt of Singapore’s India portfolio: 10 stocks rally up to 100% in FY27 so far
By Ritesh Presswala, ETMarkets.com |
1/12
Portfolio Watch
The Government of Singapore (GoS) maintains a significant presence in the Indian stock market and ranks among the major foreign institutional investors (FIIs) by portfolio value. According to its latest shareholding disclosures for the September 2026 quarter, GoS held stakes in 36 Indian listed companies, with a combined market value of approximately Rs 1,26,299 crore as of October 24, 2026. This marks a decline of nearly 24% from its portfolio value of Rs 1,65,129 crore in March 2026.
In terms of stock performance, around 14 stocks in the portfolio have delivered positive returns so far in FY27, while nearly half have posted negative returns. We highlight the top 10 performers, whose shares have gained between 20% and 100%. We also look at six stocks that were newly added to the portfolio in the September quarter. (Data Source: ACE Equity, Trendlyne)
In terms of stock performance, around 14 stocks in the portfolio have delivered positive returns so far in FY27, while nearly half have posted negative returns. We highlight the top 10 performers, whose shares have gained between 20% and 100%. We also look at six stocks that were newly added to the portfolio in the September quarter. (Data Source: ACE Equity, Trendlyne)
2/12
Sedemac Mechatronics
The stock has surged 101% so far in FY27, climbing from Rs 1,511 to Rs 3,034. As of the June 2026 quarter, the Government of Singapore held a 2.32% stake in the company, valued at around Rs 310 crore as of October 23, 2026. This stock was newly added to the portfolio in the September 2026 quarter.
3/12
Sona BLW Precision Forgings
The stock has rallied 56% so far in FY27, rising from Rs 482 to Rs 753. As of the June 2026 quarter, the Government of Singapore held a 6.38% stake in the company, valued at around Rs 2,999 crore as of October 23, 2026.
4/12
Divi's Laboratories
The stock has gained 51% so far in FY27, advancing from Rs 5,947 to Rs 8,984. As of the June 2026 quarter, the Government of Singapore held a 2.84% stake in the company, valued at around Rs 6,771 crore as of October 23, 2026.
5/12
Craftsman Automation
The stock has climbed 50% so far in FY27, rising from Rs 6,989 to Rs 10,482. As of the June 2026 quarter, the Government of Singapore held a 2.71% stake in the company, valued at around Rs 742 crore as of October 23, 2026.
6/12
Eternal
The stock has advanced 38% so far in FY27, moving from Rs 229 to Rs 317. As of the June 2026 quarter, the Government of Singapore held a 1.18% stake in the company, valued at around Rs 3,621 crore as of October 23, 2026. This stock was newly added to the portfolio in the September 2026 quarter.
7/12
JSW Infrastructure
The stock has risen 31% so far in FY27, climbing from Rs 241 to Rs 316. As of the June 2026 quarter, the Government of Singapore held a 1.62% stake in the company, valued at around Rs 1,194 crore as of October 23, 2026.
8/12
The Phoenix Mills
The stock has gained 23% so far in FY27, rising from Rs 1,505 to Rs 1,858. As of the June 2026 quarter, the Government of Singapore held a 1.59% stake in the company, valued at around Rs 1,059 crore as of October 23, 2026.
9/12
Info Edge (India)
The stock has climbed 21% so far in FY27, advancing from Rs 976 to Rs 1,185. As of the June 2026 quarter, the Government of Singapore held a 1.6% stake in the company, valued at around Rs 1,066 crore as of October 23, 2026.
10/12
International Gemological Institute
The stock has risen 20% so far in FY27, moving from Rs 318 to Rs 382. As of the June 2026 quarter, the Government of Singapore held a 1.32% stake in the company, valued at around Rs 219 crore as of October 23, 2026.
11/12
Samhi Hotels
The stock has gained 20% so far in FY27, climbing from Rs 128 to Rs 153. As of the June 2026 quarter, the Government of Singapore held a 6.36% stake in the company, valued at around Rs 217 crore as of October 23, 2026.
12/12
Six new additions to Govt of Singapore’s India portfolio in Q2
The Government of Singapore added six stocks to its India portfolio in the September 2026 quarter, including Bharat Forge, Info Edge, Eternal, Delhivery, SEDEMAC Mechatronics and LEAP.