Overview

• Temasek’s India holdings have climbed from about $35 billion to $50 billion over the past year on mark-to-market gains and fresh investments
• The firm expects to deploy $3–4 billion in fiscal 2026, aligning with its guidance to invest up to $10 billion in India by 2027
• It is targeting larger, concentrated stakes in multigenerational family businesses such as Haldiram’s and Manipal Hospitals to secure lasting influence
• Investment themes span digitisation, rising domestic consumption, longer lifespans through healthcare and sustainable living
• Around $6 billion has already been allocated under its current three-year India plan as Temasek capitalises on the market’s resilience