Semiconductors & Electronics

The Indian semiconductor chain as the companies themselves describe it — design, fabrication, equipment and assembly-test — with the exact passage that justifies each entry.

Core — the theme IS a principal business todayGrowing — real operations, not yet the main businessAnnounced — committed plans or orders, little revenue yetMention-only — appears only as outlook language
Scoda TubesIron & Steel ProductsMention-only₹713 CrP/E 19.1 vs 17.0ROCE 12.0%

Semiconductor Manufacturing Lines is listed as a dedicated application for SS Instrumentation Tubes, but only as marketing/aspirational language with no evidence of actual semiconductor industry supply or revenue.

“Semiconductor Manufacturing Lines”

Scoda Tubes Ltd - 544411 - Reg. 34 (1) Annual Report. · Sept 2026 · p. 10
Qualitek LabsConsulting ServicesMention-only₹643 CrP/E 41.2 vs 8.9ROCE 8.5%

Semiconductors is listed only as an emerging sector the TIC platform is evaluating for future testing opportunities, with no current operations or revenue.

“We continue to evaluate opportunities in emerging sectors including Renewable Energy, Semiconductors, Advanced Materials, Defense, Electric Mobility and other technology-intensive industries, with the objective of keeping our service portfolio future-ready.”

Qualitek Labs Ltd - 544091 - Qualitek Labs Limited - Notice Of The 8Th Annual General Meeting And Integrated Annual Report For The Financial Year 2025-26 · Sept 2026 · p. 9
AtlantaaRoad Assets - Toll Annuity Hybrid-AnnuityMention-only₹285 CrROCE -0.2%

Semiconductors mentioned only as part of general India economic commentary in the Chairman's letter; not an Atlantaa business activity.

“The Semiconductor manufacturing took a major leap as 10 such projects were launched.”

Atlantaa Ltd - 532759 - Reg. 34 (1) Annual Report. · Sept 2026 · p. 5
Duke OffshoreOil Equipment & ServicesMention-only₹95 CrROCE -14.8%

Semiconductor and chip-related objects are being added to the MOA as ancillary clauses, with no current semiconductor business or revenue shown.

“to research, design, develop, manufacture, fabricate, assemble, package, test, import, export, buy, sell, distribute, license and otherwise deal in semiconductors, integrated circuits, processors, graphics processing units, AI accelerators, memory devices, sensors, electronic components”

Duke Offshore Ltd - 531471 - Reg. 34 (1) Annual Report. · Sept 2026 · p. 23
Easun Capital MarketsNon Banking Financial Company (NBFC)Mention-only₹30 CrP/E 43.3 vs 18.9

Semiconductors are mentioned solely as an emerging sector in macro-economic outlook commentary; no company exposure.

“Emerging sectors like renewable energy and semi-conductors are expected to advance rapidly, supported by government initiatives and budget allocations.”

Easun Capital Markets Ltd - 542906 - Reg. 34 (1) Annual Report. · Aug 2026 · p. 34
GCM Capital AdvisorsOther Financial ServicesMention-only₹7 CrROCE -1.9%

Semiconductor Mission 2.0 is referenced as a government capex opportunity; GCM has no chip design or fabrication activity.

“Infrastructure & Capex Push: Continued government focus on infrastructure scaling (public capex outlay of ₹12.2 lakh crore) and the Semiconductor Mission 2.0 offer significant long-term growth for core sectors.”

GCM Capital Advisors Ltd - 538319 - Reg. 34 (1) Annual Report. · Aug 2026 · p. 28
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How this list is built

Definition used: Designs or fabricates semiconductor chips, supplies fab equipment/materials, or does OSAT/ATMP assembly-test-marking-packaging. Membership is extracted from each company’s newest annual report; every quote is validated against the report page before publishing, and core/growing tiers are confirmed by a second independent read (marked ). Companies whose reports our corpus hasn’t read yet simply aren’t listed — absence means unread, not “no exposure”.

MarketPing publishes facts, filings and measured history only — nothing on this page is investment advice, a recommendation or a rating.