MosChip Technology shares extend rally, surge 10% amid India’s semiconductor optimism

On Friday, the Moschip Technology shares surged 10 percent, touching a day’s high of Rs 244.79 on NSE after the shares extended a rally from yesterday that reflects strong investor optimism toward India’s semiconductor sector, especially with the progress on the government’s Semiconductor Mission 2.0. This momentum closely follows Prime Minister Narendra Modi’s announcement at the Semicon India 2025 Summit, where he underscored India’s ambitions to become a global semiconductor hub, supported by robust policies, infrastructure, and ongoing collaboration with industry giants like ASML, Merck, Lam Research, and Tokyo Electron. 

According to the Ministry of Electronics and Information Technology, the mission’s next phase promises fresh reforms and strategic incentives, which have already attracted investments worth more than Rs 1.5 lakh crore across 10 major semiconductor projects. Moschip, as a leading fabless semiconductor and embedded systems firm, is viewed as one of the direct beneficiaries of this policy and sectoral tailwind, with shares climbing as the market prices in new opportunities arising from the government's push.

Recent Company Developments

Moschip Technologies continues to reinforce its presence in the semiconductor space through recent expansion in product engineering and embedded systems innovation, targeting both domestic and global clients. The government’s dedicated push for "design-led growth" and domestic capability positions Moschip to gain not only from incentives but also from rising demand for locally developed semiconductor solutions. Over the past five trading sessions, Moschip shares saw a jump of nearly 36.5 percent. 

Q1FY26 Financials

For Q1FY26, Moschip posted consolidated revenue from operations of Rs 135.59 crore, marking a robust 69 percent year-on-year increase from Rs 80.35 crore in Q1FY25. Net profit soared 174 percent y-o-y to Rs 10.90 crore, a huge increase from Rs 3.98 crore a year earlier. EBITDA also improved by around 88 percent, and the company’s earnings per share improved to Rs 0.57 from Rs 0.21 previously. This strong Q1 performance was driven by continued traction in both Silicon Engineering Solutions of Rs 102.7 crore and Product Engineering of Rs 32.8 crore, supported by sustained domestic and export demand.

Outlook and Sector Impact

The collective optimism from policymakers and industry participants has led to a sector-wide rally, with Moschip’s gains outpacing many of its semiconductor peers this week. The government’s policy clarity and swift execution on ISM 2.0 are set to benefit growth-focused players such as Moschip, while management’s track record and Q1FY26 performance suggest continued upside for investors as the next phase of India’s semiconductor evolution unfolds.