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Indian (NIFTY) Semiconductors Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies14
- 7D-4.9%
- 3M14.9%
- 1Y175.1%
- YTD48.7%
Over the last 7 days, the Semiconductors industry has dropped 4.9%, driven by a pullback from Waaree Energies of 10%. In contrast, Websol Energy System has gained 11%. In the past year, the industry has gained 175%. Looking forward, earnings are forecast to grow by 57% annually.
Industry Valuation and Performance
Has the Indian Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | ₹1.8t | ₹159.7b | ₹14.7b | 65.5x | 120.3x | 11x |
| Mon, 18 Nov 2024 | ₹1.6t | ₹156.9b | ₹13.9b | 80.7x | 114.4x | 10.1x |
| Wed, 16 Oct 2024 | ₹840.2b | ₹36.5b | ₹374.6m | 117.3x | 2242.7x | 23x |
| Fri, 13 Sep 2024 | ₹819.0b | ₹50.2b | ₹144.7m | 139.2x | 5658.5x | 16.3x |
| Sun, 11 Aug 2024 | ₹277.5b | ₹35.8b | ₹305.5m | 153.8x | 908.2x | 7.8x |
| Tue, 09 Jul 2024 | ₹265.3b | ₹32.6b | -₹180,723,000.00 | 130.3x | -1467.9x | 8.1x |
| Thu, 06 Jun 2024 | ₹200.4b | ₹31.4b | -₹734,218,000.00 | 101.8x | -273x | 6.4x |
| Sat, 04 May 2024 | ₹209.8b | ₹25.4b | -₹162,581,436.00 | 242.8x | -1290.2x | 8.2x |
| Mon, 01 Apr 2024 | ₹170.8b | ₹25.5b | -₹158,517,436.00 | 163.9x | -1077.7x | 6.7x |
| Wed, 28 Feb 2024 | ₹174.7b | ₹25.5b | -₹158,517,436.00 | 162.1x | -1102x | 6.9x |
| Fri, 26 Jan 2024 | ₹158.3b | ₹22.8b | ₹500.8m | 111x | 316.1x | 6.9x |
| Sun, 24 Dec 2023 | ₹110.0b | ₹22.0b | ₹466.6m | 89.3x | 235.7x | 5x |
| Tue, 21 Nov 2023 | ₹105.1b | ₹22.0b | ₹466.6m | 98.7x | 225.2x | 4.8x |
| Thu, 19 Oct 2023 | ₹99.1b | ₹17.2b | ₹271.1m | 174x | 365.6x | 5.7x |
| Sat, 16 Sep 2023 | ₹96.4b | ₹17.2b | ₹271.1m | 182.6x | 355.5x | 5.6x |
| Mon, 14 Aug 2023 | ₹94.7b | ₹17.4b | ₹224.0m | 194.7x | 422.8x | 5.4x |
| Wed, 12 Jul 2023 | ₹92.1b | ₹15.5b | ₹595.9m | 90.6x | 154.6x | 5.9x |
| Fri, 09 Jun 2023 | ₹93.2b | ₹15.6b | ₹595.9m | 99x | 156.4x | 6x |
| Sun, 07 May 2023 | ₹90.7b | ₹13.2b | ₹916.1m | 47.6x | 99x | 6.9x |
| Tue, 04 Apr 2023 | ₹75.1b | ₹13.1b | ₹917.5m | 38x | 81.9x | 5.7x |
| Thu, 02 Mar 2023 | ₹82.6b | ₹13.1b | ₹917.5m | 39.3x | 90x | 6.3x |
| Sat, 28 Jan 2023 | ₹82.9b | ₹12.8b | ₹1.5b | 48x | 54.8x | 6.5x |
| Mon, 26 Dec 2022 | ₹83.0b | ₹13.0b | ₹1.5b | 48.1x | 54.9x | 6.4x |
| Wed, 23 Nov 2022 | ₹89.6b | ₹12.9b | ₹1.5b | 47.1x | 61.8x | 7x |
| Fri, 21 Oct 2022 | ₹96.1b | ₹13.8b | ₹1.6b | 48.1x | 58.6x | 7x |
| Sun, 18 Sep 2022 | ₹97.9b | ₹11.6b | ₹1.6b | 47.9x | 62.7x | 8.4x |
| Tue, 16 Aug 2022 | ₹98.8b | ₹12.0b | ₹1.7b | 52.2x | 59.3x | 8.2x |
| Thu, 14 Jul 2022 | ₹98.1b | ₹11.3b | ₹1.7b | 49.3x | 57.3x | 8.7x |
| Sat, 11 Jun 2022 | ₹100.6b | ₹11.3b | ₹1.7b | 54.2x | 58.7x | 8.9x |
| Mon, 09 May 2022 | ₹101.6b | ₹11.5b | ₹1.7b | 93.8x | 59x | 8.8x |
| Wed, 06 Apr 2022 | ₹105.8b | ₹11.6b | ₹1.9b | 74.2x | 54.9x | 9.1x |
| Fri, 04 Mar 2022 | ₹95.3b | ₹11.6b | ₹1.9b | 82.5x | 49.5x | 8.2x |
| Sun, 30 Jan 2022 | ₹107.8b | ₹11.3b | ₹2.1b | 109x | 51.2x | 9.6x |
| Tue, 28 Dec 2021 | ₹100.8b | ₹11.7b | ₹2.1b | 49.4x | 47.9x | 8.6x |
Price to Earnings Ratio
47.9x
Current Industry PE
- Investors are pessimistic on the Indian Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 120x which is lower than its 3-year average PE of 418x.
- The 3-year average PS ratio of 8.0x is lower than the industry's current PS ratio of 11.0x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have grown 91% per year over the last three years.
- Revenues for these companies have grown 139% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Indian Tech industry?
| IN Market | -4.25% | |
| Tech | -4.62% | |
| Semiconductors | -4.95% | |
| Semiconductor Equipment | 0.96% | |
| Semiconductors | -5.21% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 56.5%, which is lower than the prior year's growth of 190.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 57% over the next 5 years.
- However this is lower than its past earnings growth rate of 191% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 57% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 517498 Websol Energy System | ₹1.73k | 11.1% +₹7.3b | 584.7% | PS26x | |
| GGBL Ganesh Green Bharat | ₹571.35 | 17.5% +₹2.1b | n/a | PE54.2x | |
| 502219 Borosil Renewables | ₹602.20 | 1.0% +₹750.8m | 41.0% | PS5.8x | |
| PREMIERENE Premier Energies | ₹1.30k | 0.1% +₹698.7m | n/a | n/a | |
| ALPEXSOLAR Alpex Solar | ₹907.35 | 2.7% +₹591.0m | n/a | PE50.4x |