Adani Energy, Ports, and Power Units Share Price in Focus as GQG Partners Raises Investments

GQG Partners has broadened its exposure to the Adani Group by purchasing shares across five of the conglomerate’s listed companies.

The transactions, executed through block deals, reflect continued interest from the fund in India’s energy and infrastructure sectors.

Additional investments were also made in select non-Adani firms.

GQG Partners’ Expanded Positions in Adani Group Firms

1. Higher Allocation to Adani Energy Solutions

The fund bought 53.94 lakh shares of Adani Energy Solutions at ₹1,021.55 each, amounting to an investment of ₹551 crore.

2. Fresh Purchase in Adani Enterprises

GQG Partners acquired 53.42 lakh shares in Adani Enterprises at ₹2,462 per share, totalling ₹1,315.2 crore.

3. Increased Stake in Adani Green Energy

Across its equity portfolios, the fund picked up 77.39 lakh shares of Adani Green Energy at ₹1,088.6 per share, representing a purchase worth ₹842.5 crore.

4. Additional Buying in Adani Ports and SEZ

The firm bought 73.17 lakh shares of Adani Ports and Special Economic Zone at ₹1,507.6 each, resulting in an investment of ₹1,103.14 crore.

5. Investment in Adani Power

A larger quantity of 8.36 crore shares was purchased in Adani Power at ₹153.28 per share, valued at ₹1,281.57 crore.

Investments Beyond the Adani Group

GQG Partners also widened its portfolio outside the Adani Group. It invested ₹445.1 crore in GMR Airports through the purchase of 4.55 crore shares at ₹97.68 each.

The fund further added exposure to companies including Bharti Airtel, ICICI Bank, ITC, JSW Energy, JSW Steel, Patanjali Foods, Power Finance Corporation, State Bank of India, and Sun Pharmaceuticals.

Reliance Trust Institutional Retirement Trust Series Twelve acted as the seller in these deals.

Read More: What All Does the Adani Group Own?

Conclusion

The latest block deals indicate continued interest from GQG Partners in several established companies across energy, infrastructure, and financial services. While the transactions expand the fund’s Indian portfolio, they remain part of broader investment strategies shaped by market conditions and sector-specific assessments.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.