Best Semiconductor Stocks in July 2025: Dixon, Tata Elxsi, Moschip & More Based on 5-Year CAGR

India’s semiconductor sector is witnessing steady progress, backed by government support and increased private participation.

In a recent development, Union Minister for Electronics and IT, Ashwini Vaishnaw, announced that India’s first indigenously developed semiconductor chip ranging between 28 to 90 nanometres is set to be launched later this year.

While the country is still building its end-to-end chip-making capacity, several listed companies remain active in allied areas such as electronics manufacturing, chip design services, and embedded software.

Lets look at some of the key semiconductor companies stocks in India in July 2025— based on 5-year CAGR, profitability, and market performance.

Best Semiconductor-Linked Stocks in July Based on 5-Year CAGR

Note: The best semiconductor stocks list in July has been sorted based on 5-Year CAGR as of June 23, 2025.

Overview of 5 Best Semiconductor Stocks in June

1. Dixon Technologies (India) Ltd

Dixon Technologies reported a consolidated net profit of ₹401 crore in Q4 FY25, a rise of 321% compared to ₹95 crore in the same quarter last year. Revenue from operations surged nearly 121% year-on-year, reaching ₹10,292.54 crore.

The company manufactures consumer electronics such as mobile phones, refrigerators, and lighting systems and integrates semiconductors in several products. It has also partnered with HKC Corporation and Rexxam for semiconductor production equipment, strengthening its role in the chip supply chain.

Key Metrics: 

• Return on Capital Employed (ROCE): 76.36% 
• Return on Equity (ROE): 24.32%

2. Moschip Technologies

Moschip Technologies reported a 898.85% jump in its Q4 FY25 net profit to ₹8.69 crore in the quarter ending March 2025, compared to ₹0.87 crore in the same quarter of the previous year. The sales increased by 78.61%, reaching ₹134.71 crore, up from ₹75.42 crore in the corresponding quarter of the previous year.

In a major development, Moschip Technologies announced its involvement in the design and development of an indigenous High-Performance Computing (HPC) Processor System-on-Chip (SoC) named "AUM." This initiative is a collaboration with C-DAC and Socionext Inc.

Key Metrics: 

• ROCE: 13.48%
• ROE: 5.16%

3. Tata Elxsi Ltd

Tata Elxsi posted a net profit of ₹172.4 crore in Q4 FY25, down 13.4% from ₹199 crore in the previous quarter. Revenue also declined 3.3% quarter-on-quarter, to ₹908.3 crore.

While its software services segment—crucial to semiconductor design and R&D—was impacted, Tata Elxsi remains a major chip-enablement player in automotive electronics and healthcare.

Key Metrics: 

• ROCE: 34.31% 
• ROE: 29.26%

4. Vedanta Ltd

Vedanta Ltd reported a Q4 FY25 net profit of ₹3,483 crore, up 154.4% year-on-year. Net sales during the quarter rose 13.9% to ₹40,455 crore.

Through its wholly owned subsidiary Vedanta Semiconductors Private Ltd (VSPL), Vedanta plans to build a fab with a capacity of 40,000 wafers/month on 40nm CMOS technology. A second-phase upgrade to 28nm is also planned.

Key Metrics:

• ROCE: 23.26% 
• ROE: 25.44%

5. HCL Technologies Ltd

HCL Technologies recorded a net profit of ₹4,307 crore in Q4 FY25, up 8.05% from ₹3,986 crore in Q4 FY24. Revenue rose 6.13% to ₹30,249 crore.

In a key announcement, the Union Cabinet approved a ₹3,700 crore fab project in Jewar, Uttar Pradesh—a joint venture between HCL and Foxconn. This marks HCL's deeper integration into the semiconductor ecosystem.

Key Metrics:

• ROCE: 31.34% 
• ROE: 23.49%

Best Semiconductor Stocks in July 2025, Sorted by Debt-to-Equity Ratio

Note: The semiconductor stocks listed above are sorted by debt-to-equity ratio as of Jun 23, 2025.

Best Semiconductor Stocks in July 2025, Ranked by Net Profit Margin, 2025

Note: The semiconductor stocks listed above are sorted by their net profit margin as of Jun 23, 2025.

Read More: HCL Tech, Tata Elxsi Shares in Focus as India Set to Launch First Indigenous 28-90nm Semiconductor Chip in 2025.

Conclusion

The listed companies play varied roles within the broader semiconductor and electronics ecosystem ranging from design and software services to consumer electronics manufacturing and materials. Their performance metrics reflect diverse business models and operational strategies. While not dedicated chipmakers, their involvement in semiconductor-linked segments positions them as relevant players in this evolving space.

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.