1 month ago
Temasek's India Exposure Drops to $42B in FY26
Temasek, a big investment company from Singapore, has less money invested in India now.
It used to be USD 50 billion, but now it's USD 42 billion.
This happened because they sold a big part of a company called Schneider Electric.
Even though the amount is less, Temasek still thinks India is a great place to invest.
They like India because it has a lot of young people, smart entrepreneurs, and good rules.
They also think the world is a bit risky right now, but they still want to put more money into India.
They are looking at new areas like renewable energy and AI.
They believe India will do well in the long run.
Temasek's India exposure declined to USD 42 billion in FY26 from USD 50 billion.
The decline was due to a USD 6.4 billion exit in Schneider Electric.
Temasek remains optimistic about India's market potential.
India's share in Temasek's portfolio reduced to 7% from 9%.
Temasek is focusing on sectors like consumer, healthcare, financial services, infrastructure, industrials, and AI.
- Who
- Temasek, a Singaporean investment firm
- What
- Decline in India exposure to USD 42 billion in FY26
- Where
- India
- When
- Financial year ending March 2026
- Why
- Due to a USD 6.4 billion exit in Schneider Electric and strategic investments
Optimistic View
Cautious View
Market Potential
Optimistic View
India's young population, entrepreneurial talent, and stable policy environment make it a strong market.
Cautious View
Global risks like US tariffs and geopolitics pose significant challenges.
Investment Strategy
Optimistic View
Temasek is overweight on India and continues to invest in existing and new sectors.
Cautious View
The decline in exposure is a short-term change due to specific exits and market conditions.
Key facts
- Current Exposure
- USD 42 billion
- Previous Exposure
- USD 50 billion
- Exit Amount
- USD 6.4 billion (Schneider Electric)
- Global GDP Share
- 4%
- Temasek's Allocation
- Much higher than global GDP share
- Total Portfolio Value
- SGD 518 billion
- India's Contribution
- 7% of total portfolio
- Investment Focus
- Consumer, healthcare, financial services, infrastructure, industrials, AI
Quotes
Vishesh Shrivastav
Managing Director at Temasek
“India's strength includes a young population, entrepreneurial talent and a strong and stable policy environment, while the risks largely emanate from the global environment, like US tariffs seen in 2025 and also geopolitics.”
freepressjournal.in
“We are overweight on India. The country's share in the global GDP is 4 per cent, our allocations are much higher.”
freepressjournal.in
Sources
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