Goldman Sachs’ RS 10,000 Crore India Portfolio: Collect 4 shares 50-155% in 1 year

Worldwide investment giant Goldman Sachs is on strong profits of his India bets, in which four of his portfolio companies in the past year yield a stunning efficiency of 50% to 155%. This is even when Indian shares have been in muffled performance, weighed by geopolitical uncertainty, external headwind, elevated valuations and persistent foreign institutional investor (FII) selling.

According to Trendlyne data, Goldman Sachs India manages a portfolio worth RS 10,017 crore spread over more than 50 companies. Among the remarkable interests are Cartrade technology, transformers and rectifiers, SJS companies and Pearl Global Industries -all of which have seen sharp profits in the past 12 months, according to data from ACE shares.

Also read: Sesex ends 716 points higher, Nifty breaks 8-day losing series. Top 6 factors behind the RallyCartrade Tech have emerged last year as a striking performer in the India portfolio of Goldman Sachs, according to data. The Investment Bank has a 2.19% interest in the online car marketplace, equal to 10.37.843 shares. The share has risen 155.35% in the last 12 months and has increased an impressive 61% year to date.

Transformers & Rectifiers has also made a strong contribution and yields a profit of 59.75% in the past year. Goldman Sachs has almost an interest of 2%, or approximately 5.84.591 shares, in the company. Despite a decrease of 17.9% to date in 2025, the Transformator and Reactor manufacturer-where the product line has a single phase of electricity transformers to 500 MVA and 1200 kV class, oven transformers, rectifiers, distribution transformers and specialist transformers-investors-interest.

In SJS Enterprises, Goldman Sachs has an interest of 4.8% or 15 Lakh shares. The shares of the car component maker has risen 57.78% since the beginning of the year in the last 12 months and 33%.

Pearl Global Industries, where the fund owns an interest of 2.76% (12.70.023 shares), has achieved a profit of 53.33% in the past year. The major of textile and clothing, however, has corrected 15% in 2025, weighed by Donald Trump’s support of 50% rates. Yet Goldman Sachs has succeeded in locking up strong profits of the stock. In contrast, Indian benchmarks have difficulty. In the past year, both the Sessex and Nifty have fallen by around 4%. Foreign Institutional Investors have a pared exposure to Indian shares on the back of premium ratings and a profit delay. Currently, the Indian shares act on about 19 times a year in advance and 22 times with a profit of twelve months much more expensive than important emerging colleagues such as China, Indonesia, Thailand and Korea, which are available for cheaper valuations, experts notice.Read more: Nifty Rejig Tomorrow: 5 shares to see more than $ 1 billion inflow. Check the full list

From an oasis of stability among global and emerging market companions, the Indian stock market fell to the bottom of the Performance League table in a dramatic reversal of fortune. Although Korea’s Kospi has risen 53.5% and the Dax of Germany rose 36% in 2025, India’s Benchmark Sensex only managed a lean efficiency of 1.9% in US dollar – the weakest performance under 17 major worldwide indices.

In the midst of turbulence, Goldman Sachs has still succeeded in identifying shares that have achieved consistent returns despite economic uncertainty.

((Indemnification: Recommendations, suggestions, views and opinions of the experts are their own. These do not represent the views of economic times)