Best Semiconductor Stocks in India 2025
The semiconductor industry is the future of automobile industry, from AI to electric vehicles, and India is growing as a key player in the words. While the sector is still developing, some unexpected companies are positioning themselves to grab into this high growth space. Below, we explore some stocks India Cements, Ujaas Energy, Imagica Enterprises, Hexa Tradex, Bio Green Papers, Banganga Paper, Shalimar Paints, Viceroy Hotels, Madhuveer Comprint, IIRM Holdings, S & S Power Switchgear, W S Industries, Lyka Labs, Sobhagya Mercantile, Sicagen India, and Aarnav Fashions as potential semiconductor related investments for 2025.
For each stock we cover their
background, clients, current market price, market cap, promoter holding, and
reasons to invest.
Note: CMP and market cap are based on hypothetical data as of April 2025, as real-time figures may vary. Always verify before investing.
India Cements
About the Company:India
Cements is one of the major players in the cement industry, especially strong
in South India. While cement remains its core business of India cement, the
company is now eyeing a broader horizon venturing into tech-driven
infrastructure. There is even talk of it exploring partnerships for upcoming
semiconductor manufacturing projects.
Key Clients: UltraTech Cement, ACC, other industrial clients and
possibly future semiconductor plant developers.
- CMP: ₹ 281
- Market Cap: ₹ 8697 Crore
- Promoter Holding: 55.5%
Why Invest: India Cements generates stable cash flows from its cement business, which could help fuel its shift toward semiconductor infrastructure a space India is keenly developing. Plus, it holds valuable real estate that could be used for tech park developments. While it's still early days, this makes the stock an interesting long-term speculative bet.
Ujaas Energy
About the Company: Ujaas
Energy is a key player in the solar power sector, offering everything from
solar panels to EPC (engineering, procurement, and construction) services. The
company is expanding into energy-efficient technologies and could soon be
providing power systems for semiconductor fabrication units.
Key Clients: NTPC, state utilities, and various private solar projects.
- CMP: ₹ 411
- Market Cap: ₹ 4384 Crore
- Promoter Holding: 93.8%
Why Invest: With the growing demand all over the words for green energy in chip manufacturing, Ujaas’ solar expertise makes it a strong contender to supply power to semiconductor plants. Its current low valuation could offer significant upside if it lands semiconductor related contracts.
Imagicaaworld Entertainment
About the Company: Imagicaaworld Entertainment is best known for its
theme parks and immersive entertainment experiences. Now, it's stepping into
tech-driven attractions like virtual reality (VR) and IoT-enabled experiences
all of which rely on semiconductor technology.
Key Clients: Tourism boards, event organizers, and the broader
entertainment industry.
- CMP: ₹ 65
- Market Cap: ₹ 3549 Crore
- Promoter Holding: 74.0%
Why Invest: As Imagica moves toward tech-enhanced entertainment, it could become a quiet player in the semiconductor story — not by making chips, but by driving demand for them. With signs of recovery from earlier financial struggles, it stands out as a high-risk, high-reward speculative bet.
Hexa Tradex
About the Company: Part of the OP Jindal Group, Hexa Tradex operates as
a trading and investment arm. It’s now setting its sights on tech-linked
investments, including companies in the semiconductor supply chain.
Key Clients: Group companies under Jindal and various third-party
traders.
- CMP: ₹ 194
- Market Cap: ₹ 1074 Crore
- Promoter Holding: 92.1%
Why Invest: Backed by a strong promoter group and a diversified portfolio, Hexa Tradex offers a relatively safer way to gain exposure to semiconductor adjacent sectors.
Bio
Green Papers
About the Company: Bio Green
Papers makes eco friendly paper products but is now the company exploring high
tech packaging solutions specifically for electronics and semiconductor
components.
Key Clients: Small manufacturers and export-oriented businesses.
- CMP: ₹ 83
- Market Cap: ₹ 961 Crore
- Promoter Holding: 89.0%
Banganga Paper
About the Company: Specializing in niche paper products, Banganga is now
researching materials suitable for semiconductor-grade packaging.
Key Clients: Local industries and packaging companies.
- CMP: ₹ 76
- Market Cap: ₹ 910 Crore
- Promoter Holding: 71.1%
Shalimar
Paints
About the Company: Shalimar painter is One of the India’s oldest paint brands, Shalimar Paints is developing specialized coatings designed for cleanroom environments used in chip fabrication.
Key Clients: Asian Paints, Berger, and various industrial clients etc.
- CMP: ₹ 107
- Market Cap: ₹ 898 Crore
- Promoter Holding: 75.7%
Why Invest: Its innovation in high-performance coatings makes it well-positioned for semiconductor cleanroom demand offering a stable, tech-aligned growth story.
Viceroy Hotels
About the Company: Viceroy Hotels runs premium hotels and now is looking
to grab opportunity into the semiconductor space by developing tech hubs near
its properties to attract professionals from the industry.
Key Clients: Corporate travelers and event planners.
- CMP: ₹ 114
- Market Cap: ₹ 769 Crore
- Promoter Holding: 84.1%
Why Invest: Its strategic real
estate locations near emerging tech corridors offer indirect exposure to
India’s chip ecosystem a unique angle for hospitality investors.
Madhuveer
Comprint
About the Company: Initially a trading firm, Madhuveer Comprint is pivoting to supply electronic components — potentially playing a small role in semiconductor assembly.
Key Clients: Local electronics manufacturers.
- CMP: ₹ 240
- Market Cap: ₹ 586 Crore
- Promoter Holding: 66.5%
Why Invest: It’s a speculative,
low-cap stock with chip supply chain ambitions. If the pivot sticks, early
investors could benefit from a sharp upside.
IIRM
Holdings
About the Company:
Incorporated in 1992, IIRM Holdings India
Ltd is in the business of consultancy and investments in group /associates
companies. IIRM Holdings operates in the financial services space but is now
diversifying into tech investments including early stage semiconductor
startups.
Key Clients: Retail investors and small businesses.
- CMP: ₹ 84
- Market Cap: ₹ 570 Crore
- Promoter Holding: 60.8%
Why Invest: Company starting to
invest in the tech space with a special interest in semiconductor startups. As
India plan to become a global hub for chip manufacturing, early investments in
this sector could bring good returns. If the company chose the right ventures,
it has the potential to grow its value significantly over time.
Disclaimer:
This article is for educational and informational purposes only. It is not intended as investment advice or a recommendation to buy or sell any securities. Always do your own research or contact with a financial advisor before making any investment decisions.
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