Abu Dhabi Investment Portfolio: 6 Stocks Surge Up to 110% in FY26, 3 Fresh Q3 Picks

The equity portfolio of the Abu Dhabi Investment Authority (ADIA), managed through its global funds, has recorded a 7% gain so far in FY26, rising from Rs 3,774 crore in March to Rs 3,910 crore as of March 20, 2026. As of the December 2025 quarter, the portfolio includes holdings in 26 publicly listed Indian companies. Despite this modest overall growth, performance has been uneven: six stocks have delivered strong gains in the 30–110% range, while the majority have posted negative returns. The top four laggards have declined between 30% and 47% during FY26 to date. Additionally, three new stocks were added in the December 2025 quarter: Strides Pharma, Indigo Paints, and Tenneco Clean Air. (Data Source: ACE Equity, Trendlyne)

One of the standout performers in ADIA's portfolio is TD Power Systems. So far in FY26, the stock has surged 110%, rising from Rs 411 to Rs 863. The Abu Dhabi Investment Authority (ADIA) holds an estimated 1.05% stake, valued at approximately Rs 142 crore.

Another strong performer is Data Patterns (India). In FY26 to date, the stock has gained 91%, increasing from Rs 1,690 to Rs 3,231. ADIA holds an estimated 1.33% stake in the company, worth around Rs 240 crore.

Navin Fluorine International has also shown significant growth, advancing 45% so far in FY26, rising from Rs 4,211 to Rs 6,124. ADIA’s stake is estimated at 1.23%, valued at approximately Rs 385 crore.

BlackBuck, a logistics technology company, has climbed 45% during FY26, moving up from Rs 424 to Rs 616. ADIA holds an estimated 1.46% stake, worth around Rs 163 crore.

Strides Pharma Science, one of the three new additions in the December 2025 quarter, has appreciated 35% so far in FY26, increasing from Rs 669 to Rs 904. ADIA holds an estimated 1.07% stake, valued at approximately Rs 89 crore.

Paras Defence and Space Technologies has risen 31% so far in FY26, from Rs 479 to Rs 627. ADIA’s holding stands at an estimated 3.27%, valued at around Rs 165 crore.

However, not all stocks in the portfolio have performed well. Crompton Greaves Consumer Electricals has declined 31% in FY26 to date, dropping from Rs 354 to Rs 243. ADIA holds an estimated 1.44% stake, worth approximately Rs 225 crore.

Mrs. Bectors Food Specialities has also faced a significant decline, falling 37% so far in FY26, decreasing from Rs 292 to Rs 183. ADIA’s stake is estimated at 1.52%, valued at around Rs 85 crore.

Sapphire Foods India, another company in the portfolio, has seen a 37% drop, moving from Rs 205 to Rs 130. ADIA’s stake is estimated at 1.65%, valued at around Rs 110 crore.

Despite the mixed performance, the Abu Dhabi Investment Authority continues to actively manage its portfolio, adding new stocks and adjusting its holdings to maximize returns. The addition of Strides Pharma, Indigo Paints, and Tenneco Clean Air in the December 2025 quarter reflects ADIA’s strategic approach to diversification and risk management in the Indian market.