ELECTRONIC COMPONENTS
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 32% in 1 year
In the long run, it is the bulls who always win. There is ample evidence to back this assertion. But, for the bulls to be successful in the short term, a number of factors need to get aligned – from growth numbers to liquidity. We are currently in a phase where global risk (tariff as well as real wars) is high, and that is a factor you need to keep in mind. But if you are a long-term investor, you need not bother about short-term disturbance, geopolitical or otherwise. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Foxconn sends 97% of India iPhone exports to US as Apple tackles Trump's tariffs
Between March and May, 97% of iPhones exported from India by Foxconn were shipped to the U.S., highlighting Apple’s move to bypass U.S. tariffs on China. Exports hit $3.2 billion in that period. Apple is rapidly scaling Indian production, with made-in-India iPhones expected to rise significantly in 2025.
Niti Aayog: Central incentives only for zero emission vehicles
Niti Aayog emphasised that taxpayer funds would incentivise zero-emission vehicles like EVs, while hybrids, being more fuel-efficient, won't be penalised. India aims to become an EV manufacturing hub, fostering innovation and supply chain control through initiatives like IIT research and GST rationalisation.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
One day of correction and memories of January and February come flooding back. But let's be very clear: We are not going to see a phase where the Indian market is a standalone underperformer in the emerging market space. It does not mean we won't see volatility and corrections that are part of any bull run. Our assumption of bullishness is because the market's reaction to the Q4 earnings season has been better than expected. The street has rewarded companies (both large- and mid-caps) that had better-than-expected numbers. And punished those that did not.
Comeback kings! Reliance Power, Reliance Infra among 40 turnaround stories of FY25. Watchlist material?
At least 40 companies rebounded from FY24 losses to FY25 profits, with nine stocks yielding over 100% returns. Reliance Power and Reliance Infrastructure led the resurgence, while Kernex Microsystems stood out among mid-caps. Despite some caution, analysts see this trend as reflecting broader economic stabilization, though recovery remains concentrated among top companies.
Tata & Foxconn: The Made-in-India iPhone race that’s reshaping Apple’s global supply chain
India is rapidly emerging as a major iPhone manufacturing hub, driven by giants like Tata Electronics and Foxconn. Fueled by government incentives and a desire to diversify from China, India's iPhone production is surging. In May 2025, production reached over ₹15,000 crore, matching 2024's domestic consumption.
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Auto stocks in focus as U.S.-China trade deal eases rare earth supply concerns
U.S. and China have signed a trade deal easing rare earth supply concerns—vital for EVs, sensors, and defence components. The pact, which also includes visa relaxations and new tariffs, is expected to benefit global auto, electronics, and capital goods sectors, including India’s automakers.
Multibagger or IBC - Part 10: 4% R&D spend, 300 patents; this company’s DNA has changed for the better
Sometimes, it’s the quiet ones you need to watch. This company spotted the EV shift in 2010, long before it was trendy, and has built a full-stack offering. Its latest EV tie-ups, including one that jacks up kit value to levels considered high in the industry, are a sign of how deep the EV play runs. With exports making up 9% of revenue and 700+ aftermarket dealers in India, it’s not just riding the OEM demand wave. Add to that 300+ patents and rising R&D spends, and you have a company betting big on innovation. Clearly one to track if you're following India’s EV transformation.
US-China Trade Deal: From magnets and minerals to markets, what Trump’s China deal really means for trade, tech, and students
US-China trade deal: The United States and China have reached a tentative trade agreement that would see Beijing lift curbs on rare earth mineral exports in exchange for reduced trade restrictions, including access for Chinese students to American universities. Donald Trump said the deal would bring total U.S. tariffs on China to 55% and described the relationship as “excellent.” Though final approval from both Trump and Xi Jinping is pending, the agreement may ease months of tension that disrupted global supply chains, especially in the automotive sector.
Qcomm cos on govt radar; Tata upskills in Taiwan
Happy Wednesday! The government may step up surveillance on quick commerce dark stores over rising hygiene concerns. This and more in today’s ETtech Morning Dispatch.
Kerala’s share in central funds sparks debate ahead of 16th Finance Commission
As the 16th Finance Commission (FC) begins work on revenue devolution, concerns are being raised over how Kerala was treated by the 15th Finance Commission (FFC), which critics say unfairly penalised better-performing southern states like Kerala and Tamil Nadu by allocating them below their population share.
Apple’s India plans have two new threats: Trump and China's Xi
Apple and Foxconn are deepening their India bet with a $1.5 billion investment, despite Donald Trump’s warning against building there. India’s iPhone output has soared, helping exports surpass even pharmaceuticals. But shifting from China isn’t easy. Beijing is blocking key engineers from relocating, making Apple and New Delhi realise that winning Trump isn’t enough—they must also navigate Xi Jinping’s resistance.
Nod to MSTI, Aequs Group SEZ proposals after norms relaxed: Govt
India has eased regulations for semiconductor and electronics component manufacturing in SEZs, leading to significant investments. Micron will establish a facility in Gujarat with an investment of Rs 13,000 crore, while Aequs will set up a unit in Karnataka with Rs 100 crore investment. These amendments aim to boost high-tech manufacturing, spur the semiconductor ecosystem's growth, and create skilled jobs.
Micron to invest Rs 13,000 crore in Gujarat SEZ; Aequs to set up Rs 100 crore facility in Karnataka after govt reforms
Micron and Aequs Group have secured government approval to establish semiconductor and electronic component-focused Special Economic Zones (SEZs) in India. Micron will invest Rs 13,000 crore in a Gujarat facility, while Aequs Group will invest Rs 100 crore in Karnataka. These approvals follow SEZ regulation reforms aimed at boosting high-tech manufacturing by reducing land requirements and easing operational constraints.
Govt approves Micron Semiconductor's proposal to set up SEZ
The government approved proposals by Micron and Aequs Group to set up SEZs in Gujarat and Karnataka for semiconductor and electronic component manufacturing. Recent SEZ rule changes aim to attract high-tech investments, reduce land requirements, and support domestic supply, fostering job creation and industry growth.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 25% in 1 year
The bulls remain in comeback mode. So, shed your fears and be bullish. But also be selective. At this point, give weightage to the Q4 earnings of a company. Because, as the bulls make a comeback, valuations too are inching higher. If there is growth, the valuations can be justified. Otherwise, it’s better to stay away. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
I-STAR: India’s eyes in the sky? IAF set to get Rs 10,000 crore indigenous spy planes
India's Defence Ministry is set to review a Rs 10,000 crore project. This project aims to acquire three advanced spy planes. These planes will enhance the Indian Air Force's surveillance capabilities. They will provide detailed air-to-ground intelligence. This will enable precision strikes on enemy targets. The ISTAR system will be indigenously developed by DRDO.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 28% in 1 year
While the bulls were clearly making a comeback, the RBI’s move to cut both the repo rate and CRR has just helped them some more. Now, there are two schools of thought on the RBI move. One says a cut in interest rate suggests the economy is slowing and requires a push. The other says that boosting liquidity and giving cash in people’s hands, when done in time, aids a faster recovery. Whatever be the case, the one thing to keep an eye on is inflation. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
KP Group, Delta Electronics India ink 3 strategic initial pacts
KP Group and Delta Electronics India have forged three strategic agreements to advance clean energy solutions. The collaboration focuses on Battery Energy Storage Systems (BESS), green hydrogen infrastructure, and solar PV inverters. KP Group will handle project development and site integration, while Delta will provide technology and support, aiming to accelerate renewable energy deployment in India and overseas.
Andhra Pradesh govt to fund 50% capex for electronics component makers
Andhra Pradesh aims to become a top electronics manufacturing destination. The state government will provide 50% capital expenditure support for component manufacturers. A draft policy offers turnover-linked incentives, doubling the central government's incentives. Specialised infrastructure and plug-and-play clusters are planned. The scheme complements the central policy to boost domestic value addition.
BEL, Tata Electronics ink pact to boost India's semiconductor self-reliance
Bharat Electronics Ltd. and Tata Electronics have partnered to develop indigenous electronics and semiconductor solutions, supporting India's self-reliance goals. The MoU, signed on June 5, 2025, focuses on semiconductor fabrication, testing, and design services. This collaboration aims to meet BEL's demand for advanced components like MCUs and SoCs, enhancing India's semiconductor ecosystem.
Indian electronics companies face delays on Chinese JV approvals amid concerns over Beijing's support for Pakistan
Indian electronics manufacturers face hurdles in securing government approval for joint ventures with Chinese firms, hindering technology transfer for component manufacturing. Concerns over Beijing's stance and unofficial equity stake mandates are delaying plans and prompting companies to seek alternative partners. Apple's expansion plans in India may also face delays due to these restrictions.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
History suggests that recoveries in the markets are led by large-cap stocks. But in the past two years, because a large amount of money has started to flow into mid-cap MF schemes, there have been phases where the rally and recovery have been led by mid-caps. If we go with the assumption that the markets will remain in bullish mode, it would be better to have exposure to stocks from both the mid- and large-cap segments. It also ensures diversification both in terms of market cap as well as sector. Remember: There are a number of sectors that only have mid-cap companies and some of them are doing well.
Govt eases certain SEZ rules for semiconductors, electronic components manufacturing
The government has relaxed land area regulations for Special Economic Zones (SEZs) dedicated to manufacturing semiconductors or electronic components, reducing the required contiguous land area from 50 to 10 hectares. This move aims to boost domestic production of essential electronic components, including display modules, batteries, and printed circuit boards.
Zero fear of tariffs: Two Indian cos took Trump in their stride, and are now ready with a killer plan
Dixon Technologies and Florence Shoe Company are strategically expanding. Dixon is capitalising on increased export requests from the US for electronics, aiming for a $100 billion export opportunity. Florence Shoe Company is partnering with Hong Fu to boost shoe production, hoping trade agreements will further enhance sourcing opportunities from India.
China's rare earth curbs threaten India's auto sector, EV production
India's auto industry faces disruption as China restricts rare earth magnet supplies, crucial for EVs and other components. Despite embassy endorsements for some importers, China's commerce ministry hasn't approved shipments, impacting various sectors beyond automobiles. Diplomatic efforts are underway to resolve the issue.
Dixon seeks government nod for tie up with China's HKC to make display modules
Dixon Technologies is partnering with HKC for display module manufacturing. The company has applied for government approval. Dixon is also exploring partnerships for diodes and components. They are collaborating with Dassault for smart manufacturing. Dixon aims for 'lighthouse factory' recognition. The company is satisfied with the current PLI scheme. Dixon plans significant investments in components and display modules.
Tata Electronics eyes Malaysia foray via chip fab acquisition
Malaysia's expertise in assembly, testing, marking and packaging (ATMP) along with its mature ecosystem, abundant skilled workforce, robust supply chain and government support make it a preferred destination, according to analysts. Also, the Malaysian government’s National Semiconductor Strategy, announced in May 2024, offers a significant incentive structure to attract investments.
Aequs files confidential DRHP to raise Rs 1700 crore
Belagavi-based Aequs, a diversified contract manufacturer, has confidentially filed a draft RHP with SEBI to raise $200 million through an IPO. The IPO will include both fresh equity shares and an offer for sale by existing investors like Amicus Capital and Catamaran. Aequs operates manufacturing facilities in India, the US, and France, producing components for companies like Apple.
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