Hitachi Stock Doubles In 6 Months: Why It Became The Top Portfolio Performer Of 2026

Hitachi has emerged as the top-performing stock in the portfolio in 2026, delivering a sharp rally over the past six months. Aniruddha Sarkar, Co-founder & CIO, Equinova Investment Managers, says he first bought the stock when it was around ₹8,800–₹9,000. Even after the stock had doubled and reached ₹17,000–₹18,000, the investment thesis remained strong. Hitachi subsequently doubled again in roughly six months. The bullish view is supported by the company’s quality, multinational presence, sector positioning and margin of safety. The strong performance highlights the importance of identifying the right sector and company for long-term investment opportunities.