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Semiconductor & OSAT
India's chip, design and assembly build-out
Companies tracked
17
Rising this month
4/17
Avg business score
58
Minimum size
₹500 Cr+
Top 5 to study first
Strongest mix of business quality and market momentum in this theme.
#1High
CG Power and Industrial Solutions Limited
CGPOWER · Anchor
Revenue YoY+14.0%Profit YoY+16.3%1 month-6.7%
#2High
Syrma SGS Technology Limited
SYRMA · Supply Chain
Revenue YoY+68.3%Profit YoY+101.2%1 month+24.1%
#3Average
Mtar Technologies Limited
MTARTECH · Ancillary
Revenue YoY+130.4%Profit YoY+364.7%1 month+10.7%
#4High
Avalon Technologies Limited
AVALON · Ancillary
Revenue YoY+49.8%Profit YoY+145.4%1 month-3.2%
#5High
Tata Elxsi Limited
TATAELXSI · Supply Chain
Revenue YoY+15.0%Profit YoY+10.0%1 month-13.7%
Theme thesis
Government incentives (ISM) and global supply-chain diversification are pulling semiconductor design, packaging (OSAT) and electronics manufacturing into India.
Tailwinds
- India Semiconductor Mission incentives
- China+1 supply-chain shift
- Rising domestic electronics demand
Risks
- Long gestation and high capex
- Technology dependence on global partners
- Execution delays
All 17 companies
| CG Power and Industrial Solutions Limited CGPOWER · Heavy Electrical Equipment | Anchor | 66Q1 FY2027 | 64 | ₹1,47,889 Cr | +14.0% | +16.3% | -1.1% | -6.7% | High |
| Syrma SGS Technology Limited SYRMA · Industrial Products | Supply Chain | 73Q1 FY2027 | 85 | ₹25,090 Cr | +68.3% | +101.2% | -6.7% | +24.1% | High |
| Mtar Technologies Limited MTARTECH · Aerospace & Defense | Ancillary | 82Q1 FY2027 | 90 | ₹23,640 Cr | +130.4% | +364.7% | -9.3% | +10.7% | Average |
| Avalon Technologies Limited AVALON · Other Electrical Equipment | Ancillary | 73Q1 FY2027 | 84 | ₹11,621 Cr | +49.8% | +145.4% | -13.6% | -3.2% | High |
| Tata Elxsi Limited TATAELXSI · Computers - Software & Consulting | Supply Chain | 66Q2 FY2027 | 46 | ₹25,655 Cr | +15.0% | +10.0% | +23.0% | -13.7% | High |
| Cyient DLM Limited CYIENTDLM · Industrial Products | Ancillary | 64Q2 FY2027 | 87 | ₹3,686 Cr | +26.5% | +5.8% | -5.8% | +8.4% | Average |
| Kaynes Technology India Limited KAYNES · Industrial Products | Anchor | 55Q1 FY2027 | 27 | ₹21,297 Cr | +40.5% | -24.4% | +0.5% | -5.0% | Average |
| Dixon Technologies (India) Limited DIXON · Consumer Electronics | Supply Chain | 66Q1 FY2027 | 39 | ₹74,769 Cr | +21.1% | +194.9% | -3.4% | -11.7% | High |
| Centum Electronics Limited CENTUM · Industrial Products | Supply Chain | 49Q1 FY2027 | 82 | ₹5,363 Cr | +14.4% | +2239.2% | -1.2% | +39.3% | Average |
| Honeywell Automation India Limited HONAUT · Industrial Products | Ancillary | 70Q1 FY2027 | 44 | ₹32,399 Cr | +1.8% | +20.9% | -1.2% | -5.8% | High |
| Bharat Electronics Limited BEL · Aerospace & Defense | Ancillary | 50Q1 FY2027 | 43 | ₹2,97,910 Cr | +24.9% | +8.7% | +2.4% | -6.3% | Exceptional |
| Moschip Technologies Limited MOSCHIP · Computers Hardware & Equipments | Supply Chain | 43Q1 FY2027 | 19 | ₹4,205 Cr | -14.3% | -77.6% | -1.1% | -6.0% | Average |
| Anant Raj Limited ANANTRAJ · Residential, Commercial Projects Data-centre and tech-park infrastructure supporting India's chip and cloud build-out | Ancillary | — | 36 | ₹19,469 Cr | +6.6% | +18.9% | -10.3% | -0.8% | High |
| Websol Energy System Limited WEBELSOLAR · Other Electrical Equipment | Ancillary | 62Q1 FY2027 | 7 | ₹4,589 Cr | +70.3% | +15.8% | +4.1% | -7.4% | Average |
| Data Patterns (India) Limited DATAPATTNS · Aerospace & Defense | Ancillary | 33Q1 FY2027 | 72 | ₹25,066 Cr | +16.8% | -13.5% | -0.3% | -5.2% | High |
| Astra Microwave Products Limited ASTRAMICRO · Aerospace & Defense | Ancillary | 30Q1 FY2027 | 78 | ₹14,038 Cr | -11.6% | -24.1% | -1.7% | -1.6% | High |
| KPIT Technologies Limited KPITTECH · Computers - Software & Consulting | Ancillary | 51Q1 FY2027 | 21 | ₹20,731 Cr | +8.9% | -31.8% | +15.9% | -14.7% | High |
Qtr score is the latest quarterly business score (0–100); Rel. strength is the 0–100 market strength score vs the index. Growth is the latest reported quarter vs the same quarter last year. Returns are weekly and monthly closes. Research information only — not investment advice.