Semiconductor stocks: India is trying to build a semiconductor hub with full force. This was the main subject of discussion at Semicon India 2025 held between 2 to 4 September 2025. This three -day event focused on chipmaking, advanced packaging, AI, smart manufacturing and international partnerships. It aims to increase self -sufficiency in technology and ensure India’s major role in global electronics supply chain.
Many domestic semiconductor companies made headlines in Semicon India 2025. CG Power during this time launched its first OSAT (Outsourced Semiconductor Assembly and Test) plant in Sanand, Gujarat. At the same time, Kaynes Technology said that its subsidiary Kaynes Semicon will launch the first semiconductor chip made in India by the first week of October.
The interest of investors was also clear in these companies. The shares of CG Power, Kaynes Technology, Moschip Technologies and other companies rose by 43% in the first five days of September.
5 major companies associated with semiconductor industry
CG Power and Industrial Solutions, established in 1937, is one of the major companies in India, which makes power generation, transmission and electrical equipment. Recently, the company has launched the country’s first OSAT plant in Sanand. Two plants (G1 and G2) are being built with an investment of ₹ 7,600 crore. G1, a pilot plant, 0.5 million units can be built daily. At the same time, construction of G2 is going on, which will have a capacity of 1.45 crore units per day. The G1 has begun to operate and is expected to be fully commercially production by the end of 2025.
The CG Power was also strong on the financial front. In Q1 FY26, the company’s revenue increased by 25% to ₹ 2,643 crore and the profit increased 23% to ₹ 286 crore. The new order rose 56% to record ₹ 11,971 crore.
Kaynes Technology works in many electronics areas, such as PCB, cable and prince engineering. Its subsidiary kaynes is building an OSAT plant of ₹ 3,300 crore in Semicon Sanand, which will be able to prepare 60 lakh chips daily. They will be used in automobiles, consumer electronics and IT industry. The company says that the first chip made in India will be launched by the first week of October.
Financially, the company’s performance was also good. Q1 FY26 had revenue ₹ 673.5 crore (34% increase), Ebitda ₹ 113 crore (69% increase) and profit ₹ 74.6 crore (47%). The company also has a strong order book of ₹ 7,401 crore.
The government company BEL Defense Electronics is far ahead. Recently, Tata Electronics and BEL together have tied up for cooperation between semiconductor and electronics. In Q1 FY26, BEL revenue increased by 5% to ₹ 4,417 crore and profit increased by 25% to ₹ 969 crore. Ebitda margin also increased by ~ 30%.
Dixon is India’s leading electronics manufacturing company, which works in mobile, TV and notebook segment. The company has recently announced a display fabrication unit with an investment of ₹ 2,49,000 crore. Its purpose is to increase local component production and strengthen the supply chain. In Q1 FY26, Dixon’s revenue increased 95% to ₹ 12,838 crore and profits doubled to ₹ 280 crore.
Hyderabad -based Moschip is a semiconductor and product engineering company. It works on SOC design, asic development, embedded system and IOT/AI solutions. In March 2025 it launched Moschip DigitalSky Genaiot platform, which connects IOT, AI, Generative AI and Edge AI. In the June quarter (Q1 FY26), the company’s revenue increased by 69% to ₹ 135.6 crore and the profit doubled to ₹ 10.9 crore.
Fast growing semiconductor market
India’s semiconductor market is growing rapidly. Its size is estimated at $ 45–50 billion in FY25, which is expected to reach $ 100–110 billion by 2030. The government is also promoting this area. The PLI scheme of ₹ 76,000 crore is already in force, with approval of ₹ 65,000 crore.
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In addition, the new PLI of $ 2.7 billion declared on 28 March 2025 is for electronic components. This is expected to make an investment of $ 7 billion, becoming 91,600 direct jobs and local chip production. Also, Indian Semiconductor Mission has so far approved 10 projects with an investment of ₹ 1.60 lakh crore.
Meanwhile, ISRO recently introduced India’s first domestic chip Vikram 32-BIT processor, shown in Semicon India. More pilot projects and production lines will be prepared in the coming time, which will further boost domestic chip manufacturing.
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