Date: 30 Aug 2023

Electronics

Sector	Market Cap	No of Companies
Electronics	170472.05	15

 

NetWorth	16594.59	TTM Sales	22665.66	TTM Sales Var (%)	12.04
Debt	1264.58	TTM OP	4691.42	TTM NP Var (%)	14.45
Capital Employed	18986.23	TTM OPM (%)	22.71	EV/TM Sales	7.52
Net Block	4665.90	TTM PATM (%)	15.17	EV/TTM EBITDA	36.45
Current Assets	33568.52	Debt / Equity	0.08	P/E	49.59
ROCE (%)	98.94	RONW (%)	20.71	P/B	10.27

The above figures are in Rs. Crores as of 30 Aug 2023

TTM ended June 2023

	30 Aug 2023	31 Jul 2022	31 Jul 2021	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	170472.05	109873.52	84261.85	55.15	102.31
Total Marketcap	31177469.34	26775436.18	25227672.24	16.44	23.58
Sector's share	0.55	0.41	0.33	0.14	0.22
Sector No of companies	15	11	10	4	5
Total Listed companies	4371	4101	4036	270	335
Sector's share	0.34	0.27	0.25	0.07	0.09
Nifty 50	19347.45	19753.8	17759.3	-2.06	8.94

 

Gainers
Company Name	30/08/2023	28/07/2023	Var%
Kernex Microsys.	399.90	311.35	28.44
Fine Line Cir.	50.08	41.05	22.00
DCX Systems	328.20	279.65	17.36
Syrma SGS Tech.	543.55	470.25	15.59
Data Pattern	2250.25	2009.45	11.98
Losers
Company Name	30/08/2023	28/07/2023	Var%
Shivalik Bimetal	588.65	713.10	-17.45
Aplab	63.22	69.75	-9.36
Spel Semiconduct	53.50	56.88	-5.94
Honeywell Auto	40104.10	41990.00	-4.49

 

During the month of August 2023, Electronics sector’s Marketcap increased 55.15% to Rs 170472.05 crore, compared to 16.44% rise in total listed marketcap to Rs 31177469.34 crore.

Sector’s share of total listed marketcap moved to 0.55% in August 2023 from 0.41% in July 2022 and 0.33% in July 2021.

In terms of price appreciation in the sector, there were 9 gainers and 4 losers in the month of Aug 2023. The gainers accounted for 60.00% of sector companies, losers accounted for 26.67% of sector companies, while 2% remained unchanged.

The top 3 gainers were Kernex Microsys. (28.44% gain), Fine Line Cir. (22.00% gain) and DCX Systems (17.36% gain).

The 3 losers at the bottom were Shivalik Bimetal (-17.45% fall), Aplab (-9.36% fall) and Spel Semiconduct (-5.94% fall).

During the month Aplab Ltd, Spel Semiconductor Ltd, Honeywell Automation India Ltd, Fine Line Circuits Ltd, Centum Electronics Ltd, Kernex Microsystems (India) Ltd, Data Patterns (India) Ltd, Nitiraj Engineers Ltd, Syrma SGS Technology Ltd and DCX Systems Ltd announced their results. Of these Honeywell Automation India Ltd, Data Patterns (India) Ltd, Syrma SGS Technology Ltd and DCX Systems Ltd reported rise in net profit attributable to shareholders.

Companies like Centum Electronics Ltd, Nitiraj Engineers Ltd and Aplab Ltd reported loss to profit and Fine Line Circuits Ltd and Spel Semiconductor Ltd reported profit to loss.

Bharat Electronics Ltd, Centum Electronics Ltd, Data Patterns (India) Ltd and Honeywell Automation India Ltd became ex-dividend.

During the month Aplab Ltd, Spel Semiconductor Ltd, Honeywell Automation India Ltd, Shivalik Bimetal Controls Ltd, Fine Line Circuits Ltd, Bharat Electronics Ltd, Centum Electronics Ltd, Kernex Microsystems (India) Ltd, Cyient DLM Ltd, Data Patterns (India) Ltd, Nitiraj Engineers Ltd, Pulz Electronics Ltd, CWD Ltd, Syrma SGS Technology Ltd and DCX Systems Ltd filed their shareholding patterns.

FIIs increased their shareholding in Syrma SGS Technology Ltd from 4.61% to 9.27%, Bharat Electronics Ltd from 16.42% to 17.35%, Shivalik Bimetal Controls Ltd from 0.08% to 0.46%, Data Patterns (India) Ltd from 5.07% to 5.32%, Honeywell Automation India Ltd from 2.86% to 2.94% and Centum Electronics Ltd from 0.08% to 0.11%. FIIs reduced their shareholding in DCX Systems Ltd from 0.94% to 0.69%.

DIIs increased their shareholding in Syrma SGS Technology Ltd from 5.97% to 6.75%, DCX Systems Ltd from 3.00% to 3.36% and Honeywell Automation India Ltd from 12.25% to 12.27%. DIIs reduced their shareholding in Data Patterns (India) Ltd from 10.92% to 10.41%, Centum Electronics Ltd from 5.18% to 4.65% and Bharat Electronics Ltd from 24.30% to 23.61%.

During the month Annual reports of Aplab Ltd, Spel Semiconductor Ltd, Honeywell Automation India Ltd, Shivalik Bimetal Controls Ltd, Fine Line Circuits Ltd, Bharat Electronics Ltd, Centum Electronics Ltd, Naina Semiconductor Ltd, Secure Meters Ltd, Kernex Microsystems (India) Ltd, Essae Taraoka Ltd, BEL Optronic Devices Ltd, Spectrum Infotech Pvt Ltd, Cyient DLM Ltd, Flextronics Technologies India Pvt Ltd, Data Patterns (India) Ltd, MEL Systems & Services Ltd, Ultima Switchgears Ltd, Pyro Electric Instruments Goa Pvt Ltd, Ramakrishna Electro Components Pvt Ltd, Asti Electronics India Pvt Ltd, Rakon India Pvt Ltd, Essae Electronics Pvt Ltd, Mahindra Telephonics Integrated Systems Ltd, Polixel Security System Pvt Ltd, Mettler-Toledo India Pvt Ltd, Stmicroelectronics Pvt Ltd, Nitiraj Engineers Ltd, Delphi Connection Systems India Pvt Ltd, Reliance SED Ltd, Honeywell International (India) Pvt Ltd, Ordefence Systems Ltd, Adani Naval Defence Systems & Technologes Ltd, Cotmac Electronics Pvt Ltd, Pulz Electronics Ltd, Bhavyabhanu Electronics Pvt Ltd, Apex Corporation India Pvt Ltd, Cirkit Electro Components Pvt Ltd, Baumer India Pvt Ltd, J J Glastronics Pvt Ltd, Jaycee Technologies Pvt Ltd, Manvi Textile Air Engineers Pvt Ltd, Uniphos Envirotronic Pvt Ltd, JSP Electronics India Pvt Ltd, Adit Infratel Pvt Ltd, Defsys Solutions Pvt Ltd, Deepti Electronics & Electro Optics Pvt Ltd, CWD Ltd, Syrma SGS Technology Ltd, DCX Systems Ltd, Osna Electronics Pvt Ltd, Wisepower Enterprise India Pvt Ltd, Vishay Components India Pvt Ltd, Electronet Equipments Pvt Ltd, Masibus Automation & Instrumentation Pvt Ltd, Precision Mass Products Pvt Ltd, Guts Electro-Mech Ltd, Damson Technologies Pvt Ltd, Samsung Display Noida Pvt Ltd, Rohm Semiconductor India Pvt Ltd, Geze India Pvt Ltd, Voltech Manufacturing Co. Ltd, Telesmart S C S Ltd [Merged], Kyocera A V X Components (New Delhi) Pvt Ltd, Yamaha Motor Electronics India Pvt Ltd, Matrix Comsec Pvt Ltd and Graphene Semiconductor Services Pvt Ltd were updated in Capitaline.