The Abu Dhabi Investment Authority's equity portfolio in Indian stocks has gained 7% so far in FY26, increasing from Rs 3,774 crore in March to Rs 3,910 crore as of March 20, 2026. Holdings span 26 companies as of the December 2025 quarter, with six stocks surging up to 110% while most others declined. Three new additions were made in that quarter: Strides Pharma, Indigo Paints, and Tenneco Clean Air.
The equity portfolio of the Abu Dhabi Investment Authority (ADIA), managed via its global funds, showed modest growth in the early part of FY26. Valued at Rs 3,774 crore at the start of the fiscal year in March, it reached Rs 3,910 crore by March 20, 2026, marking a 7% increase. As of the December 2025 quarter, ADIA held stakes in 26 publicly listed Indian companies, according to data from ACE Equity and Trendlyne. Performance varied widely: six stocks posted gains between 30% and 110%, offsetting losses in the majority of holdings. The four biggest decliners fell 30% to 47% over the same period. New investments in the December 2025 quarter included Strides Pharma, Indigo Paints, and Tenneco Clean Air. Among top gainers, TD Power Systems rose 110%, from Rs 411 to Rs 863, with ADIA's 1.05% stake worth Rs 142 crore. Data Patterns (India) climbed 91% to Rs 3,231 from Rs 1,690, ADIA holding 1.33% valued at Rs 240 crore. Navin Fluorine International advanced 45% to Rs 6,124, stake at 1.23% or Rs 385 crore. BlackBuck gained 45% to Rs 616, 1.46% stake worth Rs 163 crore. Strides Pharma Science, a new pick, rose 35% to Rs 904, 1.07% stake at Rs 89 crore. Paras Defence and Space Technologies increased 31% to Rs 627, 3.27% stake valued at Rs 165 crore. On the downside, Crompton Greaves Consumer Electricals dropped 31% to Rs 243, stake 1.44% or Rs 225 crore. Mrs. Bectors Food Specialities fell 37% to Rs 183, 1.52% stake Rs 85 crore. Sapphire Foods India declined 46% to Rs 160, 1.54% stake Rs 79 crore. Aavas Financiers tumbled 47% to Rs 1,098, 1.62% stake Rs 141 crore.
