Synopsis:
Ace investor Mukul Mahavir Agrawal raised his ASM Technologies stake to 11.70% in August 2025, valuing 15.25 lakh shares at ₹458.09 crore, his third-largest investment.
This small-cap Semiconductor Stock, engaged in designing, prototyping, and manufacturing capital process equipment for the semiconductor, solar, and display industries, hit a 10 percent upper circuit after an ace investor, Mukul Mahavir Agrawal, increased his stake to 11.70 percent in August 2025.
With a market capitalization of Rs. 3,536.21 crores, the shares of ASM Technologies Limited hit a 10 percent upper circuit of Rs. 3,003.85 per share on Monday, up from its previous closing price of Rs. 2,730.80 per share.
What is the News?
Ace Investor, Mukul Mahavir Agrawal has increased his stake in ASM Technologies Limited by 5.22 percent, bringing his total to 11.70 percent in August 2025, up from 6.48 percent in the June Quarter of 2025.
He had a holding value of approx. Rs. 458.09 crore in the company with ownership of 15.25 lakh shares. This makes it his third-largest investment, after BSE as the highest and Neuland Laboratories as the second highest.
According to the latest corporate shareholding disclosures, Mukul Mahavir Agrawal currently holds stakes in 64 publicly listed companies, with a combined portfolio value exceeding Rs. 7,457.6 crore.
In August 2025, promoters held a majority stake of 54.85 percent in ASM Technologies Limited, down from 56.83 percent in the June quarter. This was followed by foreign institutional investors at 0.60 percent, domestic institutional investors at 0.02 percent, and the public at 44.53 percent, up from 42.47 percent.
Company Overview
ASM Technologies Limited was founded in 1992. The company is deeply engaged in the semiconductor sector by offering design, engineering, prototyping, manufacturing, and support services to semiconductor equipment manufacturers.
The company’s expertise includes the design and development of systems and sub-systems for semiconductor process equipment such as PVD, CVD, RTP, Etch, CMP, and inspection tools. They also have significant capabilities in prototyping and manufacturing for the semiconductor, solar, and display industries. The company provides engineering and product R&D services globally, with offices in the USA, UK, Canada, Mexico, Singapore, and Japan.
Joint Venture
ASM Technologies has formed a 50:50 joint venture with Hind High Vacuum (HHV) to manufacture semiconductor equipment in India. The JV focuses on design-led engineering and production of tools, subsystems, and components for the semiconductor and solar industries, leveraging the expertise and infrastructure of both companies.
Recent quarter results
Coming into financial highlights, ASM Technologies Limited’s revenue has increased from Rs. 53 crore in Q1 FY25 to Rs. 123 crore in Q1 FY26, which has grown by 132.08 percent. The net profit has also grown by 433.33 percent from Rs. 3 crore in Q1 FY25 to Rs. 16 crore in Q1 FY26. ASM Technologies Limited’s revenue and net profit have grown at a CAGR of 25.73 percent and 90.37 percent, respectively, over the last five years.
In terms of return ratios, the company’s ROCE and ROE stand at 19.6 percent and 16.5 percent, respectively. ASM Technologies Limited has an earnings per share (EPS) of Rs. 22.28, and its debt-to-equity ratio is 0.52x.
Written By – Nikhil Naik
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
