The Indian auto sector faced a rough trading session on March 27, 2025, as concerns over new US tariffs triggered a broad sell-off. Stocks of major auto manufacturers and component suppliers dropped sharply after the US announced a 25% tariff on all imported cars and additional duties on auto parts.

Tariff Shock Hits Indian Auto Stocks

Tata Motors, a key exporter of Jaguar Land Rover (JLR) vehicles to the US, was one of the hardest hit, slumping 7% in intraday trade. Samvardhana Motherson International, a leading auto component manufacturer with operations in Europe, also fell as much as 7%, while Bharat Forge and Ashok Leyland traded in red throughout the session today.

The Nifty Auto index dropped 1.6%, reflecting investor concerns about the sector’s exposure to international trade policies.

How Did Auto Stocks Close After a Volatile Trading Session

After paring some of their intraday losses, here’s how key auto stocks closed at the end of the trading session on March 27.

Why Are US Tariffs Affecting Indian Auto Companies?

The US government’s decision to impose a 25% tariff on car imports has raised concerns for export-dependent Indian auto manufacturers. Companies like Tata Motors export JLR vehicles to the US, making them vulnerable to rising costs and declining competitiveness.

Additionally, auto component manufacturers such as Bharat Forge and Samvardhana Motherson supply parts to global automakers, including those in the US.

With the tariff now extended to auto parts, these companies may face reduced demand or be forced to adjust pricing strategies, as per news reports.

Conclusion

The US tariff hike has sent ripples through the Indian auto sector, triggering a sell-off in key stocks like Tata Motors, Bharat Forge, and Ashok Leyland. With JLR exports and auto component suppliers directly impacted, investors remain cautious about the long-term implications of these trade policies.

While the full extent of the tariff’s impact will unfold over time, the latest market reaction highlights the sensitivity of the Indian auto industry to global trade shifts.

 

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

India’s semiconductor industry has the potential to grow to ₹3,47,800 crore (US$ 40 billion) by 2030, driven by advancements in the supply chain ecosystem, particularly chemicals and gases essential for chip manufacturing.

According to the India Electronics and Semiconductor Association (IESA), the global semiconductor supply chain market is projected to reach ₹36,51,700 crore (US$ 420 billion) by 2030, with India targeting a 10% share.

The sector has seen increased participation from domestic and international players, with policy support and investments contributing to its progress. Companies involved in chip design, manufacturing, and allied services have played a key role in this expansion.

Let’s take a look at the top semiconductor stocks in April 2025 based on 5-year CAGR.

Best Semiconductor Stock in April Based on 5Y CAGR

Note: The stocks have been sorted based on 5Y CAGR and as of March 27, 2025

Overview of 5 Best Semiconductor Stocks

1. RIR Power Electronics Ltd 

RIR Power Electronics Ltd., formerly Ruttonsha International Rectifier Ltd., is a 5-decade-old company specialising in power electronics. It manufactures semiconductor devices, modules, and equipment for power grids and industrial applications.

During Q3FY25, the company’s revenue jumped 36.5% YoY to ₹20.42Cr. The company’s net profits jumped 32.14%to ₹1.48Cr.

Key Metrics:

• Return on Equity (ROE): 14.64%
• Return on Capital Employed (ROCE): 12.52%

2. Solex Energy Ltd

Solex Energy Limited, primarily known for its solar solutions, is expanding into semiconductor technology to support the renewable energy sector.

The company integrates advanced semiconductor components into its solar products, enhancing efficiency and performance. With a focus on innovation, Solex aims to develop sustainable semiconductor solutions that align with India’s clean energy goals.

Key Metrics:

• ROE: 20.82%
• ROCE: 22.74%

3. Dixon Technologies (India) Ltd 

Dixon Technologies (India) Limited deals in electronic products such as consumer electronics, lighting, home appliances, closed-circuit television cameras (CCTVs), and mobile phones.

During Q3FY25, Dixon Technologies reported a growth of 124% in profits to ₹217 crore; revenue jumped 117% as mobile and EMS segments contribute 89% of earnings.

Key Metrics:

• ROE: 24.32%
• ROCE: 2546%

4. MosChip Technologies

MosChip Technologies is a leading semiconductor design and engineering company specialising in ASIC design, mixed-signal IP development, and FPGA solutions. MosChip serves industries like automotive, telecommunications, and industrial automation.

In Q3 FY25, MosChip Technologies Ltd. saw a substantial rise in financial performance, with revenue increasing by 41% year-on-year to ₹126.16 crore, while net profit surged 406% to ₹11.06 crore.

Key Metrics:

• ROE: 5.16%
• ROCE: 5.68%

5. Tata Elxsi

Tata Elxsi offers advanced semiconductor engineering solutions, including AI tools, SDK & reference designs, functional safety compliance, and FPGA design.

In Q3 FY25, Tata Elxsi reported operating revenue of ₹939.2 crore, with an operating EBITDA of ₹246.6 crore, EBITDA margin 26.3%, and PAT of ₹199.0 crore (PAT margin 20.3%).

Key Metrics:

• ROE: 34.51%
• ROCE: 39.03%

Top Semiconductor Stocks Sorted by Net Profit Margin

Note: The table above ranks the top semiconductor and technology-related stocks as of March 27, 2025, based on net profit margin, from highest to lowest.

Top Semiconductor and Technology Stocks Sorted by Debt-to-Equity Ratio

Note: The table above ranks the top semiconductor and technology-related stocks as of March 27, 2025, based on debt-to-equity ratio, from least to most debt.

Conclusion

The semiconductor industry in India is experiencing rapid growth, driven by increasing demand, government initiatives, and technological advancements. The stocks listed above showcase strong performance metrics across various parameters, including 5-year CAGR, net profit margin, and debt-to-equity ratio.

Investors should carefully analyse financial health, industry trends, and regulatory developments before making investment decisions.

 

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

There’s always that one company whose profile we mix up with another—or struggle to differentiate between them. This often happens with brands under the same umbrella, especially in the financial sector. One such case is HDFC Bank and HDFC AMC. Despite sharing the “HDFC” name, they serve entirely different purposes in the financial ecosystem.

Let’s take a closer look at HDFC Bank and HDFC AMC to understand their differences.

HDFC Bank vs. HDFC AMC: Understanding the Key Differences

HDFC Bank and HDFC Asset Management Company (HDFC AMC) are both prominent financial institutions in India, but they operate in entirely different segments of the financial sector.

While HDFC Bank is a leading private sector bank offering a wide range of banking and financial services, HDFC AMC is a mutual fund house specialising in investment and wealth management.

Investors and customers often confuse the two due to the common “HDFC” branding. In this blog, we will break down the key differences between HDFC Bank and HDFC AMC in terms of their business models, revenue sources, and market roles.

1. Business Model and Core Operations

HDFC Bank is a full-service commercial bank that offers services such as savings and current accounts, personal and business loans, credit cards, and investment banking. It primarily earns revenue through interest on loans and various banking fees.

HDFC AMC, on the other hand, is focused on wealth and investment management. It manages mutual funds across various categories like equity, debt, and hybrid funds. The company earns revenue primarily through management fees charged on the assets under management (AUM).

2. Revenue Model and Profitability

HDFC Bank’s earnings are stable because it operates with fixed interest rates and banking services. In contrast, HDFC AMC’s revenue is directly tied to the stock market performance and investor sentiment.

3. Regulatory Oversight: Who Governs HDFC Bank and HDFC AMC?

One of the key differences between HDFC Bank and HDFC AMC lies in their regulatory bodies. HDFC Bank operates under the supervision of the Reserve Bank of India (RBI), which regulates all banking institutions in India, ensuring financial stability, compliance with banking laws, and consumer protection.

On the other hand, HDFC AMC (Asset Management Company) is regulated by the Securities and Exchange Board of India (SEBI). SEBI oversees mutual funds and investment firms, ensuring transparency, fair practices, and investor protection.

Conclusion

While both HDFC Bank and HDFC AMC share the “HDFC” name, they serve different financial needs and operate under different regulatory bodies. HDFC Bank provides banking services and lending solutions, while HDFC AMC manages investment funds for individuals and institutions.

 

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

In a major development, Wipro Limited has announced a strategic £500 million, 10-year partnership with Phoenix Group, the UK’s largest long-term savings and retirement business, the company said in a press release on the stock exchanges.

This collaboration aims to modernise life and pension administration services for ReAssure, a Phoenix Group business, reinforcing Wipro’s growing influence in the UK’s financial services sector.

What Does This Deal Mean?

Under this agreement, Wipro, through its FCA-regulated entity Wipro Financial Outsourcing Services Limited (WFOSL), will provide key services such as policy administration, claims processing, customer service support, compliance and regulatory assistance, as well as data management and reporting.

These offerings aim to enhance operational efficiency and ensure a smooth experience for ReAssure customers as they manage their long-term savings and retirement plans.

Strengthening Wipro’s UK Presence

Beyond technology upgrades, Wipro is set to expand its presence in the UK by establishing additional technology and operational service hubs. These centres will be supported by experts from both Phoenix Group and Wipro, working together to optimise customer experiences.

As part of this initiative, a number of Phoenix Group employees will transition to Wipro, ensuring continuity and expertise remain intact.

Wipro’s Share Price Performance

Wipro Limited’s share price traded at ₹271.40 at 10:40 AM on the NSE as of March 27, 2025, reflecting a gain of ₹4 or 1.50% from the previous close of ₹267.40.

The stock opened at ₹270 and reached an intraday high of ₹273.55, while the lowest trading value recorded was ₹269.60.

Conclusion

Wipro’s £500 million partnership with Phoenix Group marks a significant milestone in the transformation of the UK’s life and pension sector. By integrating cutting-edge technologies such as AI, automation, and cloud computing, Wipro is set to enhance operational efficiency and customer experience for ReAssure policyholders.

 

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 research and assessments to form an independent opinion about investment decisions.

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

Bandhan Bank has signed a Memorandum of Understanding (MoU) with the Indian Air Force (IAF) to offer the Shaurya Salary Account, a specially designed corporate salary account for defence personnel, as per news reports.

Exclusive Banking Benefits for IAF Personnel

Under this partnership, Indian Air Force personnel will gain access to a Zero Balance savings account, financial protection for themselves and their families, and competitive interest rates across Bandhan Bank’s extensive network of 1,700+ branches.

Strengthening Ties with the Defence Sector

Beyond the Shaurya Salary Account, Bandhan Bank is also a SPARSH Service Centre, assisting defence pensioners through its association with the Controller General of Defence Accounts (CGDA). With 557 designated branches, the bank offers vital pension-related services, reinforcing its commitment to the armed forces.

Bandhan Bank’s Expanding Role in Government Banking

Bandhan Bank has been appointed as an Agency Bank by the Reserve Bank of India (RBI) and is authorised by the Central Boards of Direct and Indirect Taxes for tax collections.

Additionally, the bank facilitates the disbursement of Central Civil Pensions and Railway Pensions, further strengthening its position as a trusted banking partner for government institutions.

Share Price Performance

Bandhan Bank Limited’s share price stood at ₹149.26, reflecting a modest gain of ₹0.70 (0.47%). The stock opened at ₹147.00 and touched an intraday high of ₹149.45, while the low was recorded at ₹146.36.

Conclusion

This strategic partnership between Bandhan Bank and the Indian Air Force exemplifies the bank’s dedication to providing tailored financial solutions for defence personnel.

With a robust banking infrastructure, innovative digital services, and an unwavering commitment to customer service, Bandhan Bank continues to play a vital role in supporting India’s armed forces and government institutions.

 

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 research and assessments to form an independent opinion about investment decisions.

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

BSE Ltd., one of India’s leading stock exchanges, has announced that its Board of Directors will meet on March 30, 2025, to consider and approve a proposal for issuing bonus shares, subject to necessary approvals.

Trading Window Closure as per SEBI Guidelines

In accordance with the SEBI (Prohibition of Insider Trading) Regulations, 2015, and BSE’s Internal Code for Prevention of Insider Trading, the trading window for dealing in BSE securities will remain closed as follows:

• March 26, 2025 – April 1, 2025 (both days inclusive) for all Designated Persons.
• April 1, 2025, until 48 hours after the declaration of financial results, ensuring compliance with insider trading regulations.
• The Board Meeting date for financial results will be announced separately.

Key Takeaways for Investors

• Bonus Issue Proposal: If approved, existing shareholders may receive additional shares, potentially increasing stock liquidity and investor interest.
• Upcoming Financial Results: Investors should watch for the financial performance update, which will provide insights into BSE’s growth trajectory.

Share Price Performance

BSE Limited’s stock remained in focus on March 27, 2025, trading at ₹4,641, marking a 3.72% increase (₹166.30) from its previous close of ₹4,474.70. The stock opened at ₹4,650, touched an intraday high of ₹4,689.90, and dipped to a low of ₹4,578.20 before stabilising.

Conclusion

With the upcoming Board Meeting on March 30, 2025, and the possibility of a bonus share issuance, BSE investors should stay informed.

The trading window closure ensures compliance with insider trading rules, and the decision on bonus shares could have a significant impact on BSE’s stock performance.

 

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 research and assessments to form an independent opinion about investment decisions.

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

Shares of Samvardhana Motherson will trade ex-dividend tomorrow as the company has set the dividend record date as 28 March, 2025. Those who hold the stock before the ex-dividend date (28 March) will be eligible for a ₹0.50 per share dividend.

Here’s a look at the company’s dividend history and what investors should consider.

Samvardhana Motherson Dividend History: Year-wise Payouts

The table below provides a detailed overview of Samvardhana Motherson’s dividend payouts over the years, including announcement dates, ex-dividend dates, and dividend types.

Samvardhana Motherson Completes Acquisition of Atsumitec

In the latest business update, Samvardhana Motherson International Limited (NSE: MOTHERSON) has successfully completed the acquisition of Atsumitec Co., Ltd (ATC) through its 100% subsidiary.

The transaction process included ATC’s share buyback from Honda Motor Co., Ltd, resulting in a final shareholding structure where Motherson Global holds 95% and Honda Motor retains 5% voting rights.

Additionally, Motherson Global acquired a 49% stake in PT. Atsumitec Indonesia (AIN) from a Honda Motor subsidiary on 26th March 2025, marking the completion of the acquisition process.

The total transaction value stands at ₹4,742.7 crore, which includes a holdback amount of ₹57.19 crore, to be settled after adjustments within 3 months from the closing date of 24th March 2025

Share Price Performance

Samvardhana Motherson International Limited witnessed a notable decline in its share price. The stock was trading at ₹127.25, reflecting a sharp drop of ₹7.68 (-5.69%) at 9:30 AM on the NSE from its previous close of ₹134.93. It opened at ₹130.50, which also marked the day’s high, before slipping to a low of ₹124.73.

Conclusion

With Samvardhana Motherson’s dividend record date set for tomorrow, 28th March 2025, investors who hold shares before the ex-dividend date will be eligible for the ₹0.50 per share dividend.

Investors should assess both dividend income potential and overall stock performance before making investment decisions. As always, a well-informed strategy based on thorough research is crucial for navigating market movements effectively.

 

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 research and assessments to form an independent opinion about investment decisions.

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

The NIFTY 50 index closed at 23,486.85, down 0.77%, marking the end of a seven-session rally. It opened at 23,700.95, climbed to a high of 23,736.50, and dropped to a low of 23,451.70 during the trading session.

Stocks Under F&O Ban on Nifty’s Weekly Expiry Day (Mar 27)

Ahead of the Nifty weekly expiry on Thursday, March 27, 2025, the National Stock Exchange (NSE) has placed one stock under a trading ban in the futures and options (F&O) segment.

The restriction was imposed after the stock exceeded 95% of the market-wide position limit (MWPL). However, while F&O trading remains restricted, the stock remains available for trading in the cash market.

The stocks under the F&O ban for March 20 include:

• Hindustan Copper

On March 26, 2025, Hindustan Copper share price ended 1.80% lower at ₹224.82. According to NSE data, the stock recorded a total traded volume of 121.07 lakh shares, translating to a turnover of ₹16.96 crore.

At the current price, Hindustan Copper shares are trading at a price-to-earnings (P/E) ratio of 54.18x and the market cap stands at ₹21,796.72 crore.

Why Are Stocks Under F&O Ban?

The National Stock Exchange (NSE) has placed a stock under its futures and options (F&O) ban after its derivative contracts surpassed 95% of the market-wide position limit (MWPL).

According to the exchange, traders are only allowed to reduce existing positions through offsetting trades, while opening new positions remains prohibited.

Any attempt to increase open positions could result in penal and disciplinary action. Despite the F&O restrictions, the stock remains available for trading in the cash market.

NSE Shifts Nifty 50 Weekly Expiry on Mondays Starting April

The upcoming weekly expiry on Thursday marks the last NIFTY 50 expiry on this day, as the National Stock Exchange (NSE) has announced a shift in the expiry schedule. Starting April 4, all Nifty index weekly futures and options (F&O) contracts will expire on Mondays instead of Thursdays.

This change applies to Bank Nifty, FinNifty, Nifty Midcap Select, and Nifty Next50 contracts as well. Additionally, monthly contracts for all stocks will now expire on the last Monday of the expiry month.

If the last Monday falls on a market holiday, the expiry will be adjusted accordingly, as seen with the revised April 11 expiry due to the April 14 holiday.

Conclusion

With the shift in the NIFTY 50 weekly expiry from Thursdays to Mondays starting April, traders and investors will need to adapt their strategies to the new derivatives settlement cycle.

The F&O ban on Hindustan Copper highlights the importance of monitoring open positions to avoid trading restrictions.

 

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 research and assessments to form an independent opinion about investment decisions.

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

The Nifty 50 is a benchmark stock index on the National Stock Exchange (NSE), representing the top 50 companies based on market capitalisation, liquidity, and other eligibility criteria. The index serves as a key indicator of the Indian equity market’s performance.

Adani Green’s Market Standing

Adani Green Energy Ltd. (AGEL) is one of India’s largest renewable energy companies, with a market capitalisation that often surpasses that of some Nifty 50 constituents.

Given its size and prominence in the energy sector, many investors wonder why AGEL has not yet been included in the Nifty 50 index.

Eligibility Criteria for Inclusion in Nifty 50

Despite its large market cap, Adani Green does not meet all the necessary eligibility criteria for inclusion in the Nifty 50. Here are some key reasons:

1. Free-Float Market Capitalisation

• While Adani Green has a high total market capitalisation, Nifty 50 considers free-float market capitalisation (i.e., shares available for public trading, excluding promoter holdings).
• AGEL has a high promoter shareholding, reducing its free-float market cap, which is an important factor for index inclusion. As of December 31, 2024, promoters held 60.94% of AGEL’s shares, leaving only 39.06% available for public trading.

2. Liquidity Criteria

• Nifty 50 requires a minimum average impact cost of 0.50% or less for 90% of the observations in the past six months.
• Impact cost measures how much buying or selling a stock affects its price; a highly liquid stock has a lower impact cost.
• As of March 26, 2025, AGEL had an impact cost of 0.10%, which meets this requirement. However, impact cost must remain consistently low over a six-month period for consideration.

3. Derivatives (F&O) Eligibility

• To be included in Nifty 50, the stock must be eligible for trading in the Futures & Options (F&O) segment on the NSE.
• AGEL is part of the Nifty Next 50 index, meaning it trades in the F&O segment, fulfilling this requirement.

4. Minimum Listing History

• The company must be listed for at least one month before the cutoff date for review.
• Adani Green Energy Ltd has been listed since June 18, 2018, easily surpassing this requirement.

Conclusion

Despite its strong market presence, Adani Green Energy Ltd. is not yet a part of the Nifty 50 index due to factors like low free-float market cap, liquidity constraints, and trading volume requirements. Investors should monitor future changes in these metrics to assess the possibility of AGEL’s inclusion in the benchmark index.

 

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