Date: 30 Oct 2023

Electronics

Sector	Market Cap	No of Companies
Electronics	166760.46	18

 

NetWorth	17957.40	TTM Sales	22964.61	TTM Sales Var (%)	12.01
Debt	1393.00	TTM OP	4755.39	TTM NP Var (%)	14.66
Capital Employed	20474.38	TTM OPM (%)	22.70	EV/TM Sales	7.26
Net Block	4868.84	TTM PATM (%)	15.05	EV/TTM EBITDA	33.46
Current Assets	34669.80	Debt / Equity	0.08	P/E	48.25
ROCE (%)	95.94	RONW (%)	19.25	P/B	9.29

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

TTM ended June 2023

	30 Oct 2023	30 Sep 2022	30 Sep 2021	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	166760.46	125330.14	92010.7	33.06	81.24
Total Marketcap	31296445.71	27317926.84	26175669.95	14.56	19.56
Sector's share	0.53	0.46	0.35	0.07	0.18
Sector No of companies	18	15	12	3	6
Total Listed companies	4442	4183	4061	259	381
Sector's share	0.41	0.36	0.3	0.05	0.11
Nifty 50	19140.9	19638.3	18012.2	-2.53	6.27

 

Gainers
Company Name	30/10/2023	29/09/2023	Var%
Danlaw Tech.	971.85	663.80	46.41
Apollo Micro Sys	76.28	56.73	34.46
Kernex Microsys.	599.05	446.30	34.23
CWD	685.00	647.30	5.82
Aplab	62.09	60.31	2.95
Losers
Company Name	30/10/2023	29/09/2023	Var%
Cyient DLM	640.00	720.60	-11.19
Data Pattern	1891.05	2101.75	-10.02
Honeywell Auto	36082.95	39876.25	-9.51
DCX Systems	272.20	293.80	-7.35
Spel Semiconduct	54.27	57.78	-6.07

 

During the month of October 2023, Electronics sector’s Marketcap increased 33.06% to Rs 166760.46 crore, compared to 14.56% rise in total listed marketcap to Rs 31296445.71 crore.

Sector’s share of total listed marketcap moved to 0.53% in October 2023 from 0.46% in September 2022 and 0.35% in September 2021.

In terms of price appreciation in the sector, there were 5 gainers and 10 losers in the month of Oct 2023. The gainers accounted for 27.78% of sector companies, losers accounted for 55.56% of sector companies, while 3% remained unchanged.

The top 3 gainers were Danlaw Tech. (46.41% gain), Apollo Micro Sys (34.46% gain) and Kernex Microsys. (34.23% gain).

The 3 losers at the bottom were Cyient DLM (-11.19% fall), Data Pattern (-10.02% fall) and Honeywell Auto (-9.51% fall).

During the month Bharat Electronics Ltd, Cyient DLM Ltd and DCX Systems Ltd announced their results. Of these Bharat Electronics Ltd, Cyient DLM Ltd and DCX Systems Ltd reported rise in net profit attributable to shareholders.

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, Danlaw Technologies India Ltd, Kernex Microsystems (India) Ltd, Cyient DLM Ltd, Data Patterns (India) Ltd, Nitiraj Engineers Ltd, Pulz Electronics Ltd, Apollo Micro Systems Ltd, CWD Ltd, Syrma SGS Technology Ltd, DCX Systems Ltd and Vinyas Innovative Technologies Ltd filed their shareholding patterns.

FIIs increased their shareholding in Apollo Micro Systems Ltd from 0.17% to 5.27%, Shivalik Bimetal Controls Ltd from 0.46% to 4.18%, Data Patterns (India) Ltd from 5.32% to 7.16%, Syrma SGS Technology Ltd from 9.27% to 10.14%, Centum Electronics Ltd from 0.11% to 0.48%, Honeywell Automation India Ltd from 2.94% to 3.14% and Kernex Microsystems (India) Ltd from 0.00% to 0.03%. FIIs reduced their shareholding in Bharat Electronics Ltd from 17.35% to 17.18%, DCX Systems Ltd from 0.69% to 0.07% and Cyient DLM Ltd from 7.17% to 6.23%.

DIIs increased their shareholding in Shivalik Bimetal Controls Ltd from 0.01% to 0.58%, Cyient DLM Ltd from 10.29% to 10.58% and DCX Systems Ltd from 3.36% to 3.62%. DIIs reduced their shareholding in Syrma SGS Technology Ltd from 6.75% to 6.67%, Honeywell Automation India Ltd from 12.27% to 12.09%, Apollo Micro Systems Ltd from 3.53% to 3.14%, Bharat Electronics Ltd from 23.61% to 22.90% and Data Patterns (India) Ltd from 10.41% to 9.27%.

Promoters increased their shareholding in Danlaw Technologies India Ltd from 49.92% to 61.88%. Promoters reduced their shareholding in Syrma SGS Technology Ltd from 47.27% to 47.21%, Apollo Micro Systems Ltd from 59.10% to 52.67% and Shivalik Bimetal Controls Ltd from 60.61% to 51.09%.

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, Danlaw Technologies India 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, Apollo Micro Systems 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, Advik Optoelectronics 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, Vinyas Innovative Technologies Ltd, Siemens Healthcare Pvt Ltd, Sova Solar Ltd and Graphene Semiconductor Services Pvt Ltd were updated in Capitaline.