As the semiconductor industry continues to grow, several companies are showing strong revenue potential for the upcoming fiscal year. Here are five semiconductor stocks with management guidance for FY25, making them worth keeping on your radar for potential investment opportunities.
Here are a few semiconductor stocks that gave guidance for the financial year 2025 and more
Dixon Technologies (India) Limited
With a market capitalization of Rs. 79,146.27 crore, the shares of Dixon Technologies (India) Limited were currently trading at Rs. 13,173.65 per equity share, down nearly around 0.95 percent from its previous day’s close price of Rs. 13,299.40.
Dixon Technologies now expects to achieve Rs. 40,000 crore in revenue for FY25, as stated by its MD & CEO, Atul Lall. This revised forecast is 25 percent to 33 percent higher than the previous guidance of Rs. 30,000 crore to Rs. 32,000 crore shared earlier by the management.
Dixon Technologies (India) Limited is a leading Indian multinational electronics manufacturing services (EMS) company based in Noida. The company specializes in manufacturing consumer durables, lighting products, and mobile phones for brands like Samsung, Xiaomi, and Panasonic. The company provides end-to-end solutions from design to logistics and operates 17 manufacturing units across India
PG Electroplast Limited
With a market capitalization of Rs. 24,865.53 crore, the shares of PG Electroplast Limited were currently trading at Rs. 878.35 per equity share, down nearly around 1.61 percent from its previous day’s close price of Rs. 892.70.
PG Electroplast Limited has raised its revenue target to Rs. 4,550 crore and its net profit target to Rs. 280 crore for FY25. This represents a 7 percent increase in revenue and a 12 percent increase in net profit compared to the company’s previous estimates.
PG Electroplast Limited was founded in 2003 and is a leading Indian Electronic Manufacturing Services (EMS) provider, specializing in original design manufacturing (ODM) and original equipment manufacturing (OEM). The company serves over 50 Indian and international brands, manufacturing products like air conditioners, washing machines, and LED lighting components.
IZMO Limited
With a market capitalization of Rs. 403.43 crore, the shares of IZMO Limited were currently trading at Rs. 279.55 per equity share, down nearly around 2 percent from its previous day’s close price of Rs. 285.25.
IZMO Limited’s management has set an ambitious growth target of 25-30 percent for its FrogData segment in H2 FY25, with expectations of 50-75 percent YOY growth over the next two years. The company aims to maintain a gross margin of 30-40 percent, especially within its IZMOMicro segment.
IZMO Micro Systems, a new subsidiary focusing on EV technologies, anticipates Rs. 5-10 crores in revenue by FY25, and Rs. 30-50 crores by FY26, driven by its SIP manufacturing facility in Bangalore.
Additionally, the company’s semiconductor business is poised for significant expansion, with projected revenue of Rs. 30-40 crores by FY26, driven by automotive clients. The segment is expected to reach Rs. 5-6 crores in revenue by FY25
Izmo Limited provides comprehensive automotive retail solutions and interactive media content for the industry. It offers a range of e-retailing services, including online stores, car animations, marketing programs, CRM, and ILM solutions, serving clients across North America, Europe, and Asia
Kaynes Technology India Limited
With a market capitalization of Rs. 26,190.01 crore, the shares of Dixon Technologies (India) Limited were currently trading at Rs. 4,091.50 per equity share, down nearly around 4.97 percent from its previous day’s close price of Rs. 4,305.70.
The management has revised its FY25 revenue guidance to Rs. 2,800-2900 crore, down from the earlier estimate of Rs. 3,000 crore. However, for FY26, the company projects Rs. 4,500 crore in revenue, with margins exceeding 15 percent, reflecting strong growth expectations and improved profitability in the coming years.
Kaynes Technology India Limited, founded in 1988 and headquartered in Mysore, Karnataka, is an integrated Electronics Manufacturing Services (EMS) company. It specializes in IoT-enabled solutions, offering design, manufacturing, and lifecycle support across industries like automotive, aerospace, defense, medical, and IT.
Epack Durable Limited
With a market capitalization of Rs. 3,408.29 crore, the shares of Epack Durable Limited were currently trading at Rs. 355.15 per equity share, down nearly around 0.46 percent from its previous day’s close price of Rs. 356.80.
Epack Durable Limited has set an ambitious revenue growth target of 45-50 percent for the fiscal year 2024-2025. The company also aims to maintain an EBITDA margin of over 7.5 percent. Additionally, Epack expects its revenue to exceed the Rs. 5,000 crore mark within the next three financial years.
EPACK Durable Limited is a leading ODM/OEM in India, specializing in room air conditioners and small domestic appliances. It serves top brands like Voltas and Haier from its manufacturing facilities in Dehradun, Bhiwadi, and Sri City.
Written By – Nikhil Naik
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