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

India’s semiconductor landscape is undergoing a major transformation. Spearheaded by the India Semiconductor Mission (ISM), the country aims to establish a sustainable and competitive semiconductor and display ecosystem. 

This strategic initiative supports not only chip fabrication units (fabs) but also packaging, display technologies, and allied infrastructure under the Semicon India program.

In a recent boost, the Union Cabinet approved the establishment of a sixth semiconductor unit a joint venture between HCL and Foxconn. As the ecosystem matures, several listed companies connected to semiconductor and electronics manufacturing have demonstrated robust growth. 

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

Top 5 Semiconductor Stocks in June Based on 5-Year CAGR

Here’s a look at the top 5 semiconductor-related stocks in India that have shown notable 5-year CAGR trends, offering insights into their long-term growth trajectory.

Note: The best semiconductor stocks list in June has been sorted based on 5-Year CAGR as of May 27, 2025.

Overview of the 5 Best Semiconductor Stocks in June

1. 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:

• Return on Capital Employed (ROCE): 13.48%
• Return on Equity (ROE): 5.16%

2. Dixon Technologies (India) Ltd

Dixon Technologies reported a consolidated net profit of ₹401 crore in Q4 FY25, up 321% compared to ₹95 crore in the same period last year. The company's revenue from operations also surged by nearly 121% year-on-year, reaching ₹10,292.54 crore during the quarter.

Dixon Technologies integrates semiconductors in the manufacturing of devices such as mobile phones, air conditioners, and refrigerators. It also collaborates with HKC Corporation Limited and Rexxam to manufacture semiconductor production equipment, strengthening its position in the semiconductor supply chain.

Key Metrics:

• ROCE: 76.36%
• ROE: 24.32%

3. Tata Elxsi Ltd

Tata Elxsi Ltd announced a 13.4% quarter-on-quarter (QoQ) decrease in net profit for Q4FY25, reporting ₹172.4 crore compared to ₹199 crore in the previous quarter. The company's revenue from operations also declined by 3.3% QoQ, falling to ₹908.3 crore from ₹939.2 crore in Q3 FY25. 

The software services segment, a key revenue driver for Tata Elxsi, experienced nearly a 10% sequential drop. This slowdown is attributed not only to company-specific factors but also to broader industry concerns arising from tariffs on foreign automobiles and parts, as indicated by US President Donald Trump.

Key Metrics:

• ROCE: 38.21%
• ROE: 34.51%

4. Vedanta Ltd

Vedanta Ltd Q4 FY25 net profit jumped 154.4% to ₹3,483 crore. During the same period, the company’s net sales grew by 13.9% year-on-year to ₹40,455 crore. Vedanta Semiconductors Private Limited (VSPL), a wholly owned subsidiary of Vedanta Ltd, plays a key role in the company’s expansion into the semiconductor industry.

VSPL plans to establish a semiconductor fabrication facility based on 40nm CMOS technology, with a capacity to produce 40,000 wafers per month of 300 mm size. After achieving mass production at this stage, the company aims to advance to manufacturing 28nm chips in its second phase. 

Key Metrics:

• ROCE: 33.61%
• ROE: 9.27%

5. HCL Technologies Ltd

HCL Tech ended the financial year on a strong note, reporting a net profit of ₹4,307 crore in Q4FY25, up 8.05% from ₹3,986 crore in Q4FY24. Revenue from operations also increased by 6.13% year-on-year to ₹30,249 crore.

In a significant development, the Union Cabinet has approved the establishment of a new semiconductor plant in Jewar, Uttar Pradesh. This facility, a joint venture between HCL Group and Foxconn, will be set up with an investment of ₹3,700 crore, marking a major step in India’s semiconductor industry expansion.

Key Metrics:

• ROCE: 31.34%
• ROE: 23.49%

Top Semiconductor Companies in June 2025, Sorted by Debt-to-Equity Ratio 

This table ranks leading semiconductor-related companies in India based on their debt-to-equity ratios, from the lowest to the highest. A lower ratio generally indicates less reliance on debt, reflecting potentially stronger financial stability.

Note: The semiconductor stocks listed above are sorted by debt-to-equity ratio as of May 27, 2025. 

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

This table ranks selected semiconductor companies based on their net profit margins, providing insight into their profitability relative to peers.

Note: The semiconductor stocks listed above are sorted by their net profit margin as of May 27, 2025.

Read More: Top Lab-Grown Diamond Stocks in May 2025: Goldiam, Senco and More – 5 Yr CAGR Basis.

Conclusion

India’s semiconductor sector is rapidly evolving, supported by strong government initiatives and growing industry participation. The companies highlighted here demonstrate varied growth trajectories, financial health, and strategic advancements, reflecting the dynamic nature of this sector. 

As the ecosystem expands with new manufacturing units and technology developments, investors and industry watchers should closely monitor these key players. However, thorough research and careful consideration remain essential before making any investment decisions in this complex and fast-changing market.

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.