Goldman Sachs Flags 7 Indian Stocks Poised to Profit from Global AI Build-Out

Despite India's stock market decline of 12% in 2026, Goldman Sachs identifies seven companies that are poised to benefit from the growing demand for power, data centers, and semiconductor infrastructure needed to support the global AI build-out. According to the financial services giant, KEI Industries, HFCL, Polycab India, Sterlite Technologies, Blue Star, Craftsman Automation, and Syrma SGS Technology are among the companies that will drive this growth.

KEI Industries, with a market capitalization of over $5 billion and average daily traded volume (ADVT) of $26 million, has seen earnings growth of 22% and capex intensity of 5%. HFCL, on the other hand, boasts a market capitalization of over $4 billion and ADVT of $68 million, with earnings growth of 50% and capex intensity of 10%

The rise of AI is driving demand for power generation and data centers. Companies that can provide this infrastructure are likely to see significant growth in the coming years.