In a notable show of confidence, Rajiv Jain-led GQG Partners has expanded its investments in four Adani Group companies at the end of the fiscal year 2025. This move comes despite the prevailing global market turbulence, signaling the firm’s long-term faith in the growth potential of the Adani portfolio.

According to the latest data, here’s a comparison of GQG’s holdings in these companies between December 24, 2024 and March 25, 2025:

1.Adani Enterprises Ltd.

Dec 24, 2024: 3.67%

Mar 25, 2025: 3.84%

Increase: 17 basis points

2.Adani Green Energy Ltd.

Dec 24, 2024: 4.21%

Mar 25, 2025: 4.49%

Increase: 28 basis points

3.Adani Energy Solutions Ltd.

Dec 24, 2024: 5.10%

Mar 25, 2025: 5.23%

Increase: 13 basis points

4.Adani Power Ltd.

Dec 24, 2024: 5.08%

Mar 25, 2025: 5.10%

Increase: 2 basis points

These incremental but strategic additions suggest that GQG Partners sees long-term value and resilience in these businesses, particularly in the sectors of renewable energy, infrastructure, and utilities.

Investments like these can help restore or strengthen market confidence, especially following the intense scrutiny and volatility the Adani Group experienced in recent times. The additions may also indicate a broader trend of global investors looking toward emerging market opportunities with long-term sustainability potential.

Disclaimer:

This article is for informational purposes only and should not be construed as investment advice. The author does not hold any financial interest in the companies mentioned. Readers are advised to conduct their own research or consult a financial advisor before making any investment decisions.