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Semiconductor Sector – Final Analysis #sharemarketindia . . . Concluding Semiconductor Sector Analysis We as investors can’t afford to ignore Semiconductor Share. Reasons below: 1. Growth of AI, 5G, and Industry 4.0 2. Strong Government Policy & Incentives 3. Booming Demand: Required in Smart Phone, EV, 5G network 4. Skilled Talent Pool 20 Companies – 11 Rejected | 2 Already Invested | 7 Shortlisted 2 Best Companies Comparison: 1. Market Cap – 1 at 3.75 lac crore and 2 at 32K crore 2. Pricing (PE) – 1 at 22 PE and 2 at 44 PE 3. Profitability (ROE) – 1 – 25% and 2 – 29% 4. DE – 1 – 0.09 and 2 – 0.07 5. OPM – 1 - 22% and 2 – 25% 6. Sales Growth – 1 - 7% and 2 – 2% 7. Holding FII and DII – 1- 35% and 2 – 23% 8. Public Holding – 1 at 4% and 2 at 33.5% 9. PEG ratio – 1 at 2.53 and 2 at 3.44 Fundamentals of Company 1 is better – HCL tech vs Company 2 Tata Elxsi HCL Tech in Semiconductor Industry: 1. HCL-Foxconn semiconductor plant: In May 2025, the Indian government approved a joint venture between HCL Group and Foxconn to establish a semiconductor manufacturing facility in Jewar, Uttar Pradesh. 2. $300 million dollar investment announcement 3. Partnership with Intel, AMD and Samsung Foundry HCL Tech is the winner of Semiconductor Industry Saath mein Seekhenge aur Saath Mein Grow Karenge !! In the past I have shared gems from Banking, IT, Defence, Green Energy, Logistics, Railways, Glass and more The returns are whopping 50+% Am not a SEBI registered investment advisor. My videos are not investment advice. These videos are to help you understand how to select quality stocks. #stockmarket #investment #sharemarketknowledge #stockmarketlearning #invest #longterminvestment #valueinvestor #wealthcreation #stockmarketindia #stockmarketinvesting #indianstockmarket #indianstockmarket #stockmarketindia #stockmarketanalysis #longterm #longterminvesting #sharemarket #newinvestmentheme #semiconductor #semiconductorgem

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This post was published on 01st October, 2025 by Ritesh on his Instagram handle "@finskool21 (Ritesh Kumar)". Ritesh has total 328.0K followers on Instagram and has a total of 1.1K post.This post has received 3.4K Likes which are lower than the average likes that Ritesh gets. Ritesh receives an average engagement rate of 1.1% per post on Instagram. This post has received 94 comments which are lower than the average comments that Ritesh gets. Overall the engagement rate for this post was lower than the average for the profile. #stockmarket #sharemarketindia #longterminvestment #sharemarketknowledge #valueinvestor #invest #stockmarketlearning #investment #stockmarketindia #wealthcreation has been used frequently in this Post.