Gold has always held a special place in India, symbolising wealth and financial security. Traditionally, people invested in gold by buying jewellery or bullion. But today, with the rise of modern investment options, individuals can also invest in gold through the stock market. This provides a new way to benefit from gold’s market movements. In this article, we explore the leading gold-related stocks in India as of May 2025.

 Best Gold Stocks in India in May 2025 – 5yr CAGR Basis

Note: The list of best gold stocks has been selected based on the market cap of over 3,000 crore and sorted based on 5 Year CAGR as of May 05, 2025. 

Overview of Best Gold Stocks in India

1.Sky Gold Ltd

Sky Gold Limited is engaged in the design, production, and distribution of gold jewellery, operating mainly on a business-to-business (B2B) model. It primarily caters to mid-sized jewellers and boutique outlets.

In Q3 FY25 (Dec 2024), Sky Gold Ltd reported a revenue of ₹729.73 crore, slightly up from ₹717.39 crore in Q2 FY25 (Sep 2024). The net profit for the quarter stood at ₹27.61 crore, compared to ₹35.89 crore in the previous quarter. For the full financial year 2023–24, the company recorded a total revenue of ₹1,745.48 crore and a net profit of ₹40.48 crore.

Key metrics:

• Earning per Share (EPS): ₹6.70
• Return On Equity (ROE): 28.16%

 

Read More, Best Battery Stocks in May 2025 5yr CAGR Basis: Eveready Industries, Exide Industries & More.  

2. KDDL Ltd

KDDL Ltd focuses on producing watch components, including dials, hands, and high-precision engineering products, marketed under its brand name, Eigen.

In Q3 FY25, KDDL Ltd reported a revenue of ₹97.15 crore and a net profit of ₹16.13 crore. In the previous quarter (Q2 FY25), revenue stood at ₹92.14 crore with a net profit of ₹15.09 crore. 

Key metrics:

• EPS: ₹176.92
• ROE: 70.84%

3. Goldiam International Ltd

Goldiam International Ltd focuses on producing and exporting gold and diamond jewellery to international retailers. 

In Q3 FY25, lab-grown diamond jewellery contributed 80% to the company’s export revenue, up from 58% in the same quarter last year. As of December 31, 2024, Goldiam had an order book valued at ₹175 crore, which is expected to be executed over the following 3 to 4 months.

Key metrics:

• EPS: ₹5.87
• ROE: 20.22%

4. Thangamayil Jewellery Limited

Thangamayil Jewellery Limited operates a chain of retail jewellery outlets across various districts in Tamil Nadu, a state that contributes to 40% of the country’s overall gold consumption.

In Q3FY25 (Dec-24), Thangamayil Jewellery reported a revenue of ₹1,131.64 crore and a net profit of ₹48.19 crore. In the previous quarter (Sep-24), revenue stood at ₹1,178.10 crore, while the company posted a net loss of ₹17.44 crore.

Key metrics:

• EPS: ₹44.09
• ROE: 22.39%

5. Titan Company Limited

Titan Company Limited is an Indian firm primarily engaged in producing fashion accessories, including jewellery, watches, and eyewear. A part of the Tata Group, the company began as a joint venture with TIDCO. Its corporate headquarters is located in Electronic City, Bangalore, while its registered office is based in Hosur, Tamil Nadu.

In Q3FY25, Titan Company reported a revenue of ₹16,097 crore and a net profit of ₹990.26 crore, compared to ₹13,215 crore revenue and ₹704.53 crore profit in Q2FY25. 

Key metrics:

• EPS: ₹36.62
• ROE: 21.71%

Best Gold Stocks in India in May 2025 – Net Profit Margin Basis

Note: The list of best gold stocks has been selected based on the market cap of over 3,000 crore and sorted based on net profit margin as of May 05, 2025. 

 

Best Gold Stocks in India in May 2025 – Market Cap Basis

Note: The list of best gold stocks has been selected based on the market cap of over 3,000 crore and sorted based on market cap as of May 05, 2025. 

Gold Demand Trends in India

India’s total gold demand, including over-the-counter (OTC) investments, rose by 1% year-on-year in Q4, reaching a new quarterly peak and pushing the annual total to a record 4,974 tonnes. Investment demand hit a four-year high at 1,180 tonnes, marking a 25% increase. Gold ETFs also played a key role, with 2024 being the first year since 2020 where holdings remained relatively steady, unlike the consistent outflows seen over the previous three years. However, gold jewellery demand dropped 11% year-on-year to 1,877 tonnes, as consumers opted for smaller purchases. Interestingly, despite lower volumes, total spending on gold jewellery rose by 9% to USD 144 billion.

Conclusion

Investing in gold stocks is a smart way to tap into the gold market while benefiting from the growth prospects of mining companies. While gold remains a trusted asset in uncertain times, gold stocks offer the extra advantage of gains from company performance, operational improvements, and industry expansion.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                 

                                 

Investments in securities market are subject to market risks, read all the related documents carefully before investing.   

Adani Group stocks, including Adani Enterprises, Adani Green Energy, and Adani Ports, saw a strong rally on Monday, rising up to 13%. The surge comes after reports that representatives of Gautam Adani met with officials from the US government to try and get bribery charges dropped. These meetings were reportedly held with members of former President Donald Trump’s administration, according to reports. 

Adani Enterprises, Adani Power, and Others See Big Gains

Adani Enterprises led the rally, gaining nearly 7% and breaking a 3-day losing streak. Adani Green Energy and Adani Ports also rose up to 8%. Adani Total Gas saw the biggest jump, rising more than 13%, while Adani Power increased by 10%. Adani Energy Solutions and NDTV gained over 6% each. Ambuja Cements rose around 3%, and ACC was up nearly 2%.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout.  

Why Are Adani Stocks Rising?

The reported meeting with US officials is likely one of the reasons behind the stock rally. However, the recent strong Q4 results from many Adani group companies are also driving investor interest. Even though some stocks fell after declaring results, investors seem to be buying them on dips due to their positive growth outlook.

Q4 Results Highlight Strong Performance

• Adani Enterprises posted a huge 756% increase in net profit to ₹3,845 crore, mainly due to a ₹3,286 crore gain from selling a 13.5% stake in Adani Wilmar.

• Adani Ports and SEZ reported a 50% rise in Q4 profit to ₹3,023 crore compared to ₹2,025 crore last year.

• Adani Green Energy saw its Q4 net profit rise 24% YoY to ₹383 crore, with revenue growing 21.6% to ₹3,073 crore.

• Adani Power posted a slight 4% fall in Q4 profit to ₹2,637 crore, though revenue increased by 6.5% to ₹14,237 crore.

• Ambuja Cements reported a 74.5% jump in net profit for the March quarter, while ACC saw a 20.4% drop in profit year-on-year.

Overall, a mix of positive sentiment from news reports and strong financial performance has boosted investor confidence in Adani Group stocks.

Conclusion

The combination of geopolitical developments and strong quarterly performance has reignited investor confidence in the Adani Group. With key companies posting solid earnings and market sentiment turning positive, the group’s stocks appear poised for continued attention from both institutional and retail investors.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                

                                

Investments in securities market are subject to market risks, read all the related documents carefully before investing.      

Mahindra & Mahindra Ltd reported its highest-ever consolidated profit after tax (PAT) in FY25 at ₹12,929 crore, a 20% year-on-year rise (excluding the impact of KG Mobility). For Q4 alone, PAT stood at ₹3,295 crore, also up 20%. The company rewarded shareholders with a dividend of ₹25.3 per share, a 20% increase over last year.

Strong Revenue Growth Across the Board

The company recorded consolidated revenue of ₹1,59,211 crore for the full year, marking a 14% increase from FY24. Q4 consolidated revenue was ₹42,599 crore, up 20% year-on-year, reflecting solid performance across multiple businesses.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout.  

Automotive Business Leads the Market

M&M maintained its leadership in the SUV segment with a revenue market share of 22.5%, up 210 basis points. It also dominated the light commercial vehicle (LCV under 3.5 tonnes) category with a 51.9% share, up 290 bps. Q4 vehicle sales rose 18% to 2.53 lakh units, while full-year volumes grew 14% to 9.41 lakh. The electric SUV (eSUV) launch drew strong interest with 30,179 bookings on Day 1 and 6,300 deliveries. FY25 auto PBIT rose 30% to ₹8,277 crore with a 9.5% margin.

Farm Segment Delivers Strong Performance

M&M remained the top player in the tractor segment, achieving a record full-year market share of 43.3%, up 170 bps. Tractor sales for Q4 stood at 87,138 units, a 23% increase, while full-year sales rose 12% to 4.2 lakh. Farm segment profits also surged, with FY25 PBIT at ₹5,371 crore, up 30%, and margins improving by 210 bps to 18.4%.

Financial Services and Technology Businesses Show Healthy Growth

In the financial services space, Mahindra Finance’s assets under management grew 17%, with profits rising 33% and GS3 maintained below 4%. Tech Mahindra showed a strong turnaround with an EBIT margin of 9.7%, up 360 basis points, and a 77% increase in Q4 PAT. Mahindra Lifespace Developers recorded its highest-ever project acquisitions (GDV of ₹18,000 crore) and achieved a 20% rise in residential sales to ₹2,804 crore.

Hospitality and Logistics Segments Expand

Mahindra Holidays (Club Mahindra) continued to grow its footprint, adding 520 new rooms—the highest addition so far—bringing total inventory to 5,847. In logistics, Mahindra Logistics posted an 8% rise in Q4 revenue to ₹1,570 crore, reflecting continued traction in the sector.

Standalone Financials Reflect Strong Core Performance

On a standalone basis, M&M posted ₹1,18,625 crore in revenue for FY25, a 17% increase, with PAT rising 11% to ₹11,855 crore. Q4 standalone revenue grew 24% to ₹31,609 crore, while PAT rose 22% to ₹2,437 crore. EBITDA for the year stood at ₹18,416 crore, up 22% from FY24.

Commenting on the performance, Dr. Anish Shah, Group CEO & MD of M&M, credited the strong growth to focused execution and disciplined capital allocation. He noted continued market share gains in Auto and Farm, margin improvements in Tech Mahindra, and steady scaling of high-potential subsidiaries. He reiterated the group’s commitment to building valuable businesses for stakeholders.

About Mahindra & Mahindra

Mahindra & Mahindra, based in Mumbai, Maharashtra, is a leading Indian automobile manufacturer. Founded in 1945 as Mahindra & Mohammed, it was later renamed Mahindra & Mahindra.

As of 12:21 PM IST on May 5, Mahindra & Mahindra share price was trading at ₹2,988, up ₹61.80 or 2.11% for the day. The stock opened at ₹2,948.90 and touched a high of ₹2,996.70 and a low of ₹2,937.70 during the session. The company has a market capitalisation of ₹3.59 lakh crore, a price-to-earnings (P/E) ratio of 27.00, and a dividend yield of 0.71%. Over the past 52 weeks, the stock has reached a high of ₹3,270.95 and a low of ₹2,160.00.

Conclusion

Mahindra & Mahindra’s stellar FY25 results highlight its strength in core businesses and the success of its strategic focus across diverse segments. With robust market share gains, growing profitability, and strong leadership confidence, M&M appears well-positioned to sustain momentum and drive long-term shareholder value.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                

                                

Investments in securities market are subject to market risks, read all the related documents carefully before investing.      

Shares of IRCON International Ltd, a public sector company involved in railway construction, jumped as much as 3.24% on Monday, reaching ₹157.95 apiece in the trading session. The reason behind the surge is that IRCON has received a LoA (Letter of Acceptance) from North Eastern Electric Power Corporation Limited (NEEPCO) for a civil works contract worth ₹458.14 crore.

The civil contract is for the Tato-I Hydro Electric Project located in Arunachal Pradesh.

Details of the Tato-I Hydro Electric Project

In an exchange filing dated May 2, IRCON announced that it had been awarded the Package-I civil works contract by North Eastern Electric Power Corporation Limited (NEEPCO) for the Tato-I Hydro Electric Project in Arunachal Pradesh. The scope of work includes construction on an item-rate basis and covers headworks and related structures, head race channel and pipe, intake, headrace tunnel, surge shaft, pressure shaft, valve house, powerhouse, and other supporting infrastructure.

The Package-I contract includes the execution of civil works on an item rate basis, which means payment will be made based on the actual quantity of work done. The scope of the project covers a wide range of critical components, such as:

• Headworks and related structures

• Head race channel and pipe

• Intake system

• Headrace tunnel

• Surge shaft and pressure shaft

• Valve house and powerhouse

• Other associated infrastructure

The entire project is planned to be completed within 45 months from the date of commencement.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout.  

Additional Orders Secured by IRCON

Order from North-Western Railway in April

In early April, IRCON had also announced the receipt of another major order worth ₹127.80 crore from the S&T (Construction) division of the North-Western Railway. This particular order involves:

• Design, manufacturing, supply, installation, testing, and commissioning

• Of a microprocessor-based Electronic Interlocking (EI) system

• Including an integrated Block Instrument

• At 20 stations in the Ajmer Division

This railway project is expected to be completed in 24 months.

Joint Venture Win in March

In March 2024, IRCON International, through a joint venture (JV) with SSNR Projects Private Limited (IRCON-SSNR JV), secured a significant railway infrastructure contract from Rail Vikas Nigam Ltd (RVNL).

Although detailed figures of the March contract were not shared in this update, this deal further strengthens IRCON’s presence in the Indian railway development sector.

About Ircon International

Ircon International, also known as Indian Railway Construction International Limited, is a government-owned engineering and construction company in India that focuses on transport infrastructure. It was founded in 1976 by Indian Railways and operates under the Indian Companies Act of 1956.

As of 11:48 AM IST on May 5, Ircon International share price was trading at ₹157.81, up ₹4.71 or 3.08% for the day. The stock opened and hit an intraday high of ₹160.99, with a low of ₹157.00. The company has a market capitalisation of ₹14,820 crore, a price-to-earnings (P/E) ratio of 19.45, and offers a dividend yield of 1.87%. Over the past 52 weeks, the stock has touched a high of ₹351.60 and a low of ₹134.24.

Conclusion

IRCON’s recent order wins reflect the company’s strong project execution capabilities and its growing footprint in both railway and hydroelectric infrastructure projects. The ₹458 crore order for the Tato-I Hydro Electric Project is expected to contribute significantly to the company’s revenues in the coming quarters. This positive development has boosted investor confidence, as seen in the stock’s strong performance in Monday’s trading session.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                

                                

Investments in securities market are subject to market risks, read all the related documents carefully before investing.         

On Monday, May 5, shares of several Indian paint companies—including Asian Paints, Berger Paints, and Kansai Nerolac—traded higher in response to a sharp fall in global crude oil prices. The broader Indian stock market also saw positive momentum. Oil prices drop was mainly due to an increase in global crude supply, which has led to expectations of reduced costs for industries that depend on oil-based raw materials.

Why Lower Crude Oil Prices Help the Paint Sector

India depends heavily on imported crude oil, with nearly 85% of its crude requirements coming from abroad. Paint manufacturers use crude oil derivatives as essential raw materials. When crude oil becomes cheaper, the cost of these raw materials also drops. This reduces the input costs for paint companies, allowing them to improve their gross margins and overall profitability. In some cases, this can also result in better product pricing for consumers.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout. 

Stock Market Gains for Paint Companies

The fall in oil prices led to a positive reaction in the stock prices of paint companies:

• Berger Paints (India) share price rose 2.40% to ₹556.60 per share.

• Asian Paints share price increased 2.16% to ₹2,461.

• Akzo Nobel India share price advanced 2.27% to ₹3,528.

• Shalimar Paints share price gained 1.15%, while Kamdhenu Ventures India rose 0.64%.

• Kansai Nerolac Paints share price also moved up by 0.61%, reaching ₹256.30.

Global Crude Oil Prices Tumble

Crude oil prices dropped sharply on Monday after OPEC+ (a coalition of oil-producing nations that includes OPEC members and allies like Russia) announced a production increase of 411,000 barrels per day starting from June. The goal behind the move is reportedly to penalise members such as Iraq and Kazakhstan who have been producing more oil than agreed upon in previous deals.

As a result of this announcement:

• Brent crude futures fell 3.60%, dropping below $60 per barrel for the first time since February 2021, hitting a low of $58.83.

• WTI crude futures slipped 3.90%, reaching $55.83 per barrel.

Geopolitical Risks 

Despite falling oil prices, tensions in the Middle East continue to add uncertainty to the market. Israeli Prime Minister Benjamin Netanyahu has vowed to retaliate against the Houthi rebels and their supporter Iran, after a missile landed near Israel’s main airport. In response, Iranian Defence Minister Aziz Nasirzadeh warned that Iran would strike back if attacked by the United States or Israel.

Conclusion

The fall in crude oil prices has given a strong boost to paint stocks, which are highly sensitive to input cost changes. As global oil supply rises and prices decline, Indian paint companies like Berger Paints, Asian Paints, and Kansai Nerolac are likely to benefit from improved margins and profitability. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                               

                               

Investments in securities market are subject to market risks, read all the related documents carefully before investing.        

Tata Group’s telecom equipment company, Tejas Networks, has successfully delivered telecom gear to Bharat Sanchar Nigam Limited (BSNL) to set up 1 lakh (100,000) 4G and 5G sites. The deal, worth ₹7,492 crore, was awarded to Tejas in August 2023.

Massive Equipment Shipment Completed

Tejas Networks’ CEO and MD, Anand Athreya, announced during the company’s earnings call that they have shipped all the equipment required for over 100,000 network sites. He highlighted that this was one of the largest single-vendor RAN (Radio Access Network) projects in the world, completed in a very short time. The successful execution was supported by a consortium involving TCS, C-DOT, and BSNL.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout. 

BSNL to Launch 4G in June, 5G to Follow

BSNL is now preparing to launch its 4G services in June 2025, which comes 9 years after private telecom companies rolled out their own 4G services. Once the 4G network is stable, BSNL plans to upgrade to 5G services using the same infrastructure.

Company’s Financial Performance

In the March 2025 quarter, Tejas Networks reported:

• A consolidated loss of ₹72 crore

• A 44% rise in revenue, reaching ₹1,907 crore

For the financial year ending March 31, 2025, the company showed strong performance:

• Profit surged to ₹446.53 crore (from a loss in the previous year)

• Revenue more than tripled to ₹8,923 crore

Strategic Agreement with NEC Japan

Tejas Networks also entered a strategic technology partnership with NEC Corporation of Japan. This agreement aims to work together on developing:

• Advanced wireless technologies

• RAN (Radio Access Network) technologies

• Core and EPC (Engineering, Procurement, and Construction) systems

They will also pursue a joint go-to-market strategy globally.

Tejas Also Working with Vodafone Idea

Back in December, Tejas Networks won a 3-year contract with Vodafone Idea Ltd (VIL) to supply telecom gear and strengthen its backend network across several service areas.

Tejas COO Arnob Roy confirmed that the company has completed and shipped all equipment for Phase 1 of the Vodafone project.

Looking Ahead: New BSNL Deal and Rail Kavach Tender

Tejas is in advanced discussions with BSNL for a follow-up contract. The company is also eyeing a new tender related to Rail Kavach, a train safety and security system project.

About Tejas Networks

Tejas Networks is an Indian company specialising in optical, broadband, and data networking solutions. It designs, develops, and supplies its products to telecom operators, internet service providers, utilities, government agencies, and security organisations across 75 countries.

As of 9:45 am IST on May 5, Tejas Networks share price is trading at ₹692.35, down ₹12.60 or 1.79% for the day. The stock opened at ₹709.00 and touched an intraday high of ₹712.95 and a low of ₹690.00. The company has a market capitalisation of ₹12,070 crore and a price-to-earnings (P/E) ratio of 27.28. It does not offer a dividend yield. Over the past 52 weeks, the stock has touched a high of ₹1,495.00 and a low of ₹646.55.

Conclusion

Tejas Networks is making strong progress in India’s telecom sector with major projects like BSNL’s 4G/5G rollout and partnerships with leading companies. Its recent financial growth and upcoming deals show a positive outlook for the company’s future.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                               

                               

Investments in securities market are subject to market risks, read all the related documents carefully before investing.       

Several well-known companies, including Bajaj Finance, CRISIL, Varun Beverages, Oberoi Realty, Oracle Financial Services Software, and Sundram Fasteners, will be trading ex-dividend in this week starting Monday, May 5, 2025.

According to information available on the BSE, some of these companies have also announced other corporate actions, such as stock splits.

What Is the Ex-Dividend Date?

The ex-dividend date is when a company’s stock starts trading without the right to receive its upcoming dividend. This means if an investor bought the stock on or after the ex-dividend date, they will not be eligible to receive the declared dividend. Only those who own the stock as of the end of the record date will be entitled to receive the dividend.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout.

Companies Declaring Dividends This Week

Stocks Trading Ex-Dividend on Monday, May 5, 2025

• Oberoi Realty Ltd – The company will pay an interim dividend of ₹2 per share.

• PTC India Ltd – The company will pay an interim dividend of ₹5 per share.

Stocks Trading Ex-Dividend on Wednesday, May 7, 2025

• CRISIL Ltd – The company will pay an interim dividend of ₹8 per share.

• Sundram Fasteners Ltd – The company will pay an interim dividend of ₹4.2 per share.

• Varun Beverages Ltd – The company will pay an interim dividend of ₹0.5 per share.

Stocks Trading Ex-Dividend on Thursday, May 8, 2025

• Gravita India Ltd – The company will pay an interim dividend of ₹6.35 per share.

• Oracle Financial Services Software Ltd – The company will pay a substantial interim dividend of ₹265 per share.

Stocks Trading Ex-Dividend on Friday, May 9, 2025

• Anand Rathi Wealth Ltd – The company will pay a final dividend of ₹7 per share.

• Bajaj Finance Ltd – The company will pay a special dividend of ₹12 per share.

• Laurus Labs Ltd – The company will pay an interim dividend of ₹0.8 per share.

• Bank of Maharashtra – The company will pay a final dividend of ₹1.5 per share.

• Transformers and Rectifiers (India) Ltd – The company will pay a final dividend of ₹0.2 per share.

• UCO Bank – The company will pay a final dividend of ₹0.39 per share.

Companies Announcing Stock Splits Next Week

A stock split means dividing the existing shares of a company into multiple shares, usually to make the stock more affordable for small investors. Here are the companies announcing splits:

Wednesday, May 7, 2025

• Info Edge (India) Ltd – The stock will split from ₹10 per share to ₹2 per share.

Thursday, May 8, 2025

• Rajasthan Tube Manufacturing Company Ltd – The stock will split from ₹10 per share to Re 1 per share.

Friday, May 9, 2025

• Navkar Urbanstructure Ltd – The stock will split from ₹2 per share to ₹1 per share.

• Shantai Industries Ltd – The stock will split from ₹10 per share to ₹2 per share.

Other Corporate Actions to Watch This Week

In addition to dividend payouts and stock splits, some companies have announced other corporate actions for the coming week:

• Mindspace Business Parks REIT – Income distribution is scheduled for Tuesday, May 6, 2025.

• Avantel Ltd – The company has announced a rights issue of equity shares, which will be effective on Wednesday, May 7, 2025.

• Chembond Chemicals Ltd – A spin-off is scheduled to take place on Friday, May 9, 2025.

• CP Capital Ltd – This company is also set for a spin-off on Friday, May 9, 2025.

Conclusion

These dividend payouts, stock splits, and other corporate actions could influence share prices and investor activity in the coming week. Investors should take note of ex-dates and record dates to make informed decisions and benefit from these changes.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                              

                              

Investments in securities market are subject to market risks, read all the related documents carefully before investing.       

Indian stock markets are likely to begin the week on a positive note, supported by favourable cues both globally and within the country.

The GIFT Nifty, which gives early signals of the Nifty50’s performance, was trading 124 points higher at 24,519 as of 8:00 AM, indicating a strong opening for domestic markets.

Several major Asian markets — Japan, South Korea, Hong Kong, and China — are closed today due to public holidays. In contrast, the Australian market traded lower after Prime Minister Anthony Albanese secured a second term in office — the first time in 21 years that an incumbent has been re-elected. The S&P/ASX 200 index was down by 0.24%.

Wall Street Ends Higher on Friday

On Friday, US markets closed on a strong note:

• The Nasdaq led the rally, gaining 1.51% 
• The S&P 500 rose 1.47% 
• The Dow Jones went up by 1.39% 

Indian Markets Ended Higher on Friday

Back home, Indian benchmark indices also saw gains:

• The BSE Sensex rose 259.75 points or 0.32% to close at 80,501.99 
• The NSE Nifty 50 gained 12.50 points or 0.05%, ending at 24,346.70 

Stocks Likely to Be in Focus Today

DMart (Avenue Supermarts)

Avenue Supermarts, the company that owns DMart, reported its Q4 FY2025 results. The company posted a 2.6% year-on-year growth in standalone net profit, reaching ₹619.71 crore.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout.

Kotak Mahindra Bank

Private sector lender Kotak Mahindra Bank released its results for the March quarter of FY25. The bank reported a 14% drop in standalone profit after tax (PAT), which now stands at ₹3,551 crore compared to the same period last year.

State Bank of India (SBI)

SBI, India’s largest public sector bank, also announced its Q4 FY25 results. The bank recorded a 10% decline in net profit, amounting to ₹18,642 crore on a year-on-year basis.

Azad Engineering

Azad Engineering, a company specialising in precision engineering, announced a significant international deal. It has signed a USD 53.5 million agreement with GE Vernova’s Steam Power Services to supply airfoils. These components will be used in the nuclear and thermal power sectors.

NMDC

The government-run mining company NMDC reported a 15% increase in iron ore production for April, along with a 3% rise in mineral sales.

Tata Motors

Tata Motors has announced its plan to raise up to ₹500 crore by issuing non-convertible debentures (NCDs).

BSE (Bombay Stock Exchange)

BSE has entered into a Share Purchase Agreement to sell its 100% stake in BSE Institute Ltd (BIL) to AV Financial Experts Network for ₹16.9 crore. The deal is subject to the completion of certain pre-closing conditions.

JSW Steel

JSW Steel informed that a ₹702 crore demand notice from the Deputy Director of Mines has been annulled by the Revisionary Authority, offering some relief to the company.

Conclusion

With upbeat global cues and key corporate earnings in play, Indian markets are set for an active start to the week. All eyes will be on stock-specific developments and Q4 results.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                              

                              

Investments in securities market are subject to market risks, read all the related documents carefully before investing.       

India currently depends on imports to meet its semiconductor needs, as the country still lacks a fully operational domestic chip manufacturing facility. In today’s tech-driven world, the semiconductor industry is vital for economic development.

While India’s semiconductor sector is still in the early stages and accounts for just 3% of the global market, the country is now in a strong position to take advantage of rising chip demand across industries such as electronics, automobiles, telecom, and artificial intelligence. 

Now, let’s explore the top-performing semiconductor stocks as of May 2025, based on their 5-year compound annual growth rate (CAGR).

Snapshot of India’s Semiconductor Industry

As of 2022, India’s semiconductor market was valued at US$ 26.3 billion. It is projected to grow at a robust CAGR of 26.3%, potentially reaching US$ 271.9 billion by 2032. This rapid expansion is mainly driven by the rising use of smartphones and computers, coupled with the government’s efforts to push digital initiatives and online services, particularly in rural regions.

India’s role in the global semiconductor space is becoming increasingly significant, backed by major investments from both Indian and global players. Several companies have set up manufacturing units and R&D centres across the country. For example, Tata Electronics has committed to large-scale investments in chip manufacturing plants in Gujarat and Assam, forming strategic alliances with international leaders like PSMC and Renesas Electronics Corporation.

Best Semiconductor Stock in May Based on 5-Year CAGR

Note: The best semiconductor stocks list in May has been sorted based on 5-Year CAGR as of May 02, 2025. 

Overview of 5 Best Semiconductor Stocks

1. RIR Power Electronics Ltd

RIR Power Electronics Ltd produces conventional semiconductor components, including bridges, power modules, diodes, rectifiers, and thyristors.

For the quarter ended December 2024, RIR Power Electronics Ltd reported a revenue of ₹19.87 crore, slightly up from ₹18.82 crore in September 2024. Net profit for the December quarter stood at ₹1.37 crore, compared to ₹1.53 crore in the previous quarter, while the full-year net profit came in at ₹7.96 crore.

Key Metrics:

• Earning Per Share (EPS) : 11.33
• Return on Equity (ROE): 9.24%

2. ASM Technologies Ltd

ASM Technologies Ltd offers consulting and product development services in engineering and product development. Its semiconductor division focuses on embedded engineering and VLSI design, utilising its expertise and resources in Eastern Europe and Southeast Asia.

In the quarter ended December 2024, ASM Technologies reported a revenue of ₹57.47 crore and a net profit of ₹5.41 crore. For the September 2024 quarter, revenue stood at ₹37.32 crore with a net profit of ₹5.43 crore. 

Key Metrics:

• EPS: 12.74
• ROE: 8.97

3. Solex Energy Limited

Solex Energy Limited, traditionally recognised for its solar solutions, is now venturing into semiconductor technology to support the renewable energy industry. The company is incorporating advanced semiconductor components into its solar products to improve efficiency and performance. 

Solex Energy Limited (NSE: SOLEX), a leading solar brand in India, is expanding its production capacity by launching a 2.2 GW solar module line, bringing its total to 4 GW. 

Key Metrics:

• ROCE: 17.9% 
• ROE: 20.8%

4. SPEL Semiconductor Ltd

Founded in 1984, SPEL Semiconductor Ltd specialises in wafer sorting, assembly, testing, and drop-shipment services for IC chips. SPEL Semiconductor Ltd operates as a subsidiary of Natronix Semiconductor Technology Pvt Ltd, a Singapore-based company and part of the Valingro Group, with an OSAT presence in India.

For the period ending December 2024, the revenue of the company stood at ₹1.89 crore, compared to ₹1.39 crore in September 2024, and ₹12.00 crore for FY23-24. The company reported a net loss of ₹4.83 crore for December 2024, slightly higher than the loss of ₹4.65 crore in September 2024, and a total net loss of ₹16.79 crore for FY23-24.

Key Metrics:

• EPS: -3.86
• ROE: -71.65

5. MosChip Technologies Ltd

MosChip Technologies Ltd is a semiconductor and system design firm specialising in Turnkey ASICs, Mixed Signal IP, semiconductor and product engineering, and IoT solutions. In Q3FY25, the company’s emphasis on improving operational efficiency led to a significant boost in profitability, evident from a higher Profit After Tax (PAT) margin percentage compared to the previous quarter.

In December 2024, MosChip Technologies Ltd reported a revenue of ₹109.76 crore and a net profit of ₹12.15 crore, showing an improvement from ₹105 crore in revenue and ₹7.54 crore in net profit in September 2024. For the full fiscal year 2023-24, the company achieved a revenue of ₹222.84 crore and a net profit of ₹6.22 crore.

Key Metrics:

• EPS: 1.22
• ROE: 7.89

Best Semiconductor Stock in May Based on Market Cap

Note: The best semiconductor stocks list has been sorted based on market cap as of May 02, 2025. 

Best Semiconductor Stock in May Based on Net Profit Margin

Note: The best semiconductor stocks list has been sorted based on net profit margin as of May 02, 2025. 

Key Points to Keep in Mind Before Investing in Semiconductor Stocks in India

Investing in semiconductor stocks can be rewarding, but it’s important to assess a few key areas before diving in:

1. Financial Health:
   Look closely at the company’s financials—check for steady revenue growth, solid profits, and manageable debt levels. Companies with strong balance sheets and stable earnings are more likely to perform well over the long term.
2. Industry Trends:
   The semiconductor industry changes quickly due to shifts in global demand and new technologies. Staying informed about the latest market trends, tech innovations, and geopolitical developments can help you make smarter investment decisions.
3. Diversify Your Portfolio:
   Don’t rely on a single type of chip or company. Spread your investments across different areas of the semiconductor industry, like memory chips, processors, or chip-making equipment, to reduce risk.
4. Regulatory Environment:
   Keep an eye on both Indian and international policy changes. Regulations can impact everything from manufacturing costs to global trade, which in turn affects company performance.

Final Thoughts

Semiconductor stocks offer good growth potential, but they also come with risks. Doing proper research on the sector, company fundamentals, and market conditions is essential. A diversified portfolio and awareness of the broader economic and regulatory environment can help you manage risks and improve your investment outcomes.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                             

                             

Investments in securities market are subject to market risks, read all the related documents carefully before investing.