Semiconductor stocks in which FIIs have increased their stakes; Do you own any?

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Semiconductor stocks in which FIIs have increased their stakes; Do you own any?

The semiconductor industry is often referred to as the backbone of modern technology, driving innovation across various sectors. It powers everything from the smartphones we use daily to the vehicles we drive and the entire digital infrastructure that supports our interconnected world.

In Q2 FY25, several semiconductor stocks saw an increase in stake by Foreign Institutional Investors (FII) reflecting growing confidence in the sector’s potential.

1. Dixon Technologies (India) Limited

Dixon Technologies (India) Limited, established in 1993, is a leading Electronic Manufacturing Services (EMS) provider specializing in consumer electronics, lighting, home appliances, CCTV cameras, mobile phones, and security equipment. The company also handles reverse logistics and recently formed a joint venture with Imagine Marketing for wireless audio solutions in India.

Dixon Technologies uses semiconductors in the assembly of devices like mobile phones, ACs, and fridges. The company partners with HKC Corporation Limited and Rexxam for manufacturing semi-conductor production equipment.

In the shareholding pattern, the FII has increased its stake from 19.33% in Q1 FY 25 to 22.69% in Q2 FY 25.

Dixon Technologies Limited’s revenue from operations has increased by 45.10 percent from Rs. 12,192 crore in FY23 to Rs. 17,691 crore in FY24. The company’s net profit has increased from Rs. 255 crore in FY23 to Rs. 375 crore in FY24, which has grown by 47.06 percent.

With a market capitalization of Rs. 94,892 crores, Dixon Technologies Limited’s share price closed at Rs. 15,805 per equity share.

2. Moschip Technologies Limited

Moschip Technologies Limited is a semiconductor and system design firm offering turnkey ASIC solutions, mixed-signal IP, and semiconductor engineering services. The company provides IoT solutions and caters to industries such as aerospace, defense, consumer electronics, automotive, medical, and telecommunications

The company focuses on developing system-on-chip (SoC) technologies and Internet of Things (IoT) applications. Moschip provides a range of services including semiconductor IP, ASIC design, and embedded systems, catering to sectors like automotive, medical devices, and industrial automation.

In the shareholding pattern, the FII has increased its stake from 2.86% in Q1 FY 25 to 3.64% in Q2 FY 25.

Moschip Technologies Limited’s revenue from operations has increased by 48.48 percent from Rs. 198 crore in FY23 to Rs. 294 crore in FY24. The company’s net profit has increased from Rs. 6 crore in FY23 to Rs. 10 crore in FY24, which has grown by 66.67 percent.

With a market capitalization of Rs. 4,291 crores, Moschip Technologies Limited’s share price closed at Rs. 226 per equity share.