Green Energy Sector Vs Semiconductor Sector

The main differences reflect their technological focus: The green energy sector specializes in renewable power generation and sustainable energy solutions, while the semiconductor sector develops and manufactures essential electronic components powering modern technology and digital transformation.

Green Energy Sector Overview

The green energy sector encompasses companies focused on renewable energy production, including solar, wind and hydroelectric power generation. These organizations drive environmental sustainability through clean energy solutions while promoting energy independence and carbon reduction.

The sector demonstrates continuous innovation in energy technology, improving efficiency and reducing costs. Companies maintain extensive power generation facilities while developing new sustainable solutions through research and development.

Semiconductor Sector Overview

The semiconductor industry forms the foundation of modern electronics through the design and production of microchips and integrated circuits. These essential components power everything from smartphones to renewable energy systems.

The sector drives technological advancement through continuous innovation in chip design and manufacturing processes. Companies maintain sophisticated fabrication facilities while investing heavily in research and development.

Best Stocks In The Green Energy Sector

The below table shows the Best Stocks In The Green Energy Sector based on 1Y return.

Name	Close Price (rs)	1Y Return (%)
Waaree Renewable Technologies Ltd	1015.95	68.83
Inox Wind Ltd	165.57	53.79
Suzlon Energy Ltd	57.43	39.56
K.P. Energy Ltd	456.35	37.53
JSW Energy Ltd	557.55	14.98
Tata Power Company Ltd	365.90	5.69
NHPC Ltd	79.02	4.04
SJVN Ltd	98.90	-4.81
Orient Green Power Company Ltd	16.07	-21.08
Adani Green Energy Ltd	1045.70	-37.79

Top Stocks In The Semiconductor Sector

The below table shows the Top Stocks In The Semiconductor Sector based on 1Y return.

Name	Close Price (rs)	1Y Return (%)
Dixon Technologies (India) Ltd	15144.35	158.71
Vedanta Ltd	453.90	82.81
Polycab India Ltd	6559.65	57.31
Bharat Electronics Ltd	279.00	49.12
CG Power and Industrial Solutions Ltd	658.05	47.08
ABB India Ltd	6281.20	31.67
Havells India Ltd	1576.55	20.06
HCL Technologies Ltd	1802.40	18.29
Bharat Heavy Electricals Ltd	209.55	3.25
Tata Elxsi Ltd	6153.95	-24.91

Fundamental Analysis Of Green Energy Sector

Waaree Renewable Technologies Ltd

Waaree Renewable Technologies is an engineering, procurement and construction (EPC) company focused on the renewable energy sector. The company specializes in solar EPC business, offering comprehensive solutions including rooftop solar, floating solar and ground-mounted projects through both CAPEX and RESCO models.

• Market Cap: ₹10,590.93 Cr

• Current Share Price: ₹1,015.95

• Returns: 1Y (68.83%), 1M (-22.87%), 6M (-45.84%)

• 5Y Average Net Profit Margin: -4.14%

• Dividend Yield: 0.10%

• 5Y CAGR: -4.14%

• Sector: Construction & Engineering

Inox Wind Ltd

Inox Wind is an integrated wind energy solutions provider manufacturing wind turbine generators (WTGs). With three manufacturing plants in Gujarat, Himachal Pradesh and Madhya Pradesh, the company has a cumulative manufacturing capacity of 1,600 MW, serving IPPs, utilities, PSUs and corporate clients.

• Market Cap: ₹21,586.92 Cr

• Current Share Price: ₹165.57

• Returns: 1Y (53.79%), 1M (-9.46%), 6M (10.67%)

• 5Y Average Net Profit Margin: -48.96%

• 5Y CAGR: -48.96%

• Sector: Heavy Electrical Equipments

Suzlon Energy Ltd

Suzlon Energy is a global renewable energy solutions provider specializing in wind turbine generators (WTGs). Founded in India, the company operates in 17 countries across multiple continents, offering advanced products like S144, S133 and S120 Wind Turbine Generators, along with comprehensive operations and maintenance services.

• Market Cap: ₹78,380.56 Cr

• Current Share Price: ₹57.43

• Returns: 1Y (39.56%), 1M (-10.63%), 6M (4.27%)

• 5Y Average Net Profit Margin: -9.16%

• 5Y CAGR: -9.16%

• Sector: Renewable Energy Equipment & Services

K.P. Energy Ltd

K.P. Energy specializes in wind farm development and related services in India. The company provides comprehensive solutions from siting wind farms to operations and maintenance, serving equipment manufacturers, independent power producers and institutional investors through three segments: Infrastructure Development, Power Sales and O&M Services.

• Market Cap: ₹3,043.40 Cr

• Current Share Price: ₹456.35

• Returns: 1Y (37.53%), 1M (-14.54%), 6M (11.00%)

• 5Y Average Net Profit Margin: 8.43%

• Dividend Yield: 0.10%

• 5Y CAGR: 8.43%

• Sector: Renewable Energy

JSW Energy Ltd

JSW Energy is a major power generation company focusing on both thermal and renewable energy sources. The company operates significant plants including Baspa (300 MW), Karcham Wangtoo (1091 MW) and facilities in Barmer, Vijaynagar and Ratnagiri, demonstrating its diverse power generation portfolio.

• Market Cap: ₹97,296.75 Cr

• Current Share Price: ₹557.55

• Returns: 1Y (14.98%), 1M (-14.31%), 6M (-21.45%)

• 5Y Average Net Profit Margin: 14.12%

• Dividend Yield: 0.34%

• 5Y CAGR: 14.12%

• Sector: Power Generation

Tata Power Company Ltd

Tata Power is India’s largest integrated power company, engaged in generation, transmission and distribution of electricity. The company operates across multiple segments including thermal, renewable energy and power distribution, while also providing project management services, infrastructure management and trading services through its extensive network.

• Market Cap: ₹116,917.47 Cr

• Current Share Price: ₹365.9

• Returns: 1Y (5.69%), 1M (-7.41%), 6M (-13.71%)

• 5Y Average Net Profit Margin: 4.30%

• Dividend Yield: 0.55%

• 5Y CAGR: 4.30%

• Sector: Power Transmission & Distribution

NHPC Ltd

NHPC is India’s premier hydropower company, currently constructing eight hydro projects with 6,434 MW capacity. The company operates multiple power stations including Salal, Dulhasti and Kishanganga, while also providing comprehensive consultancy services for hydropower project development, operation and modernization.

• Market Cap: ₹79,375.87 Cr

• Current Share Price: ₹79.02

• Returns: 1Y (4.04%), 1M (-3.11%), 6M (-26.36%)

• 5Y Average Net Profit Margin: 31.23%

• Dividend Yield: 2.40%

• 5Y CAGR: 31.23%

• Sector: Renewable Energy

SJVN Ltd

SJVN is a diversified power company engaged in hydro, thermal, wind and solar power generation. The company has expanded into wind power with projects like the 47.6 MW Khirvire Wind Power Project and 50 MW Sadla Wind Power Project, along with operating 81.3 MW of solar projects.

• Market Cap: ₹38,865.67 Cr

• Current Share Price: ₹98.9

• Returns: 1Y (-4.81%), 1M (-9.62%), 6M (-31.41%)

• 5Y Average Net Profit Margin: 41.40%

• Dividend Yield: 1.82%

• 5Y CAGR: 41.40%

• Sector: Renewable Energy

Orient Green Power Company Ltd

Orient Green Power specializes in renewable energy generation, primarily wind energy. The company manages a substantial portfolio of 402.3 MW wind assets distributed across Tamil Nadu, Andhra Pradesh, Gujarat and Karnataka in India, along with a 10.5 MW wind farm in Croatia, demonstrating its international presence.

• Market Cap: ₹1,885.06 Cr

• Current Share Price: ₹16.07

• Returns: 1Y (-21.08%), 1M (-4.57%), 6M (-15.05%)

• 5Y Average Net Profit Margin: 3.63%

• 5Y CAGR: 3.63%

• Sector: Renewable Energy

Adani Green Energy Ltd

Adani Green Energy is a major renewable power generation company developing, building and operating utility-scale grid-connected solar, wind and hybrid projects across India. With operations in 91 locations spanning multiple states, the company sells power through long-term PPAs and merchant arrangements.

• Market Cap: ₹165,642.28 Cr

• Current Share Price: ₹1,045.7

• Returns: 1Y (-37.79%), 1M (1.00%), 6M (-39.04%)

• 5Y Average Net Profit Margin: 7.01%

• 5Y CAGR: 7.01%

• Sector: Renewable Energy

Fundamental Analysis Of Semiconductor Sector

Dixon Technologies (India) Ltd

Dixon Technologies has emerged as India’s leading electronic manufacturing services company since its founding in 1993. Under the leadership of Sunil Vachani, the company has grown into a comprehensive solutions provider in consumer electronics, home appliances, lighting and mobile phones, showcasing India’s manufacturing capabilities in the global electronics ecosystem.

• Market Cap: ₹90,973.97 Cr

• Current Share Price: ₹15,144.35

• Returns: 1Y (158.71%), 1M (-2.79%), 6M (33.39%)

• 5Y Average Net Profit Margin: 2.23%

• Dividend Yield: 0.03%

• 5Y CAGR: 2.23%

• Sector: Home Electronics & Appliances

Polycab India Ltd

Polycab India has established itself as a leading manufacturer of wires and cables since 1964. The company has successfully diversified into FMEG (Fast-Moving Electrical Goods), operating 25 state-of-the-art manufacturing facilities across Gujarat, Maharashtra, Uttarakhand and Daman, demonstrating its commitment to vertical integration and manufacturing excellence.

• Market Cap: ₹98,670.04 Cr

• Current Share Price: ₹6,559.65

• Returns: 1Y (57.31%), 1M (-5.19%), 6M (4.30%)

• 5Y Average Net Profit Margin: 8.88%

• Dividend Yield: 0.46%

• 5Y CAGR: 8.88%

• Sector: Electrical Components & Equipment

Bharat Electronics Ltd (BEL)

Founded in 1954, Bharat Electronics represents India’s strategic electronics manufacturing capabilities. As a defence PSU, BEL has evolved from a defence-focused manufacturer to a diversified electronics company, expanding into civilian sectors like smart cities, homeland security and e-mobility while maintaining its core defence electronics expertise.

• Market Cap: ₹203,942.83 Cr

• Current Share Price: ₹2,791

• Returns: 1Y (49.12%), 1M (-2.62%), 6M (-10.66%)

• 5Y Average Net Profit Margin: 15.94%

• Dividend Yield: 0.79%

• 5Y CAGR: 15.94%

• Sector: Electronic Equipment

CG Power and Industrial Solutions Ltd

CG Power has established itself as a key player in power and industrial equipment manufacturing since its inception. The company provides comprehensive solutions in power systems and industrial systems, manufacturing transformers, switchgear and railway equipment. Their expertise spans power distribution and generation solutions.

• Market Cap: ₹100,604.29 Cr

• Current Share Price: ₹658.05

• Returns: 1Y (47.08%), 1M (-6.94%), 6M (-4.60%)

• 5Y Average Net Profit Margin: 8.99%

• Dividend Yield: 0.20%

• 5Y CAGR: 8.99%

• Sector: Heavy Electrical Equipments

ABB India Ltd

ABB India, part of the global ABB Group, represents technological excellence in electrification and automation. Since its establishment in India, the company has become a leader in robotics, motion control and process automation, serving diverse sectors from industrial manufacturing to infrastructure development.

• Market Cap: ₹133,103.89 Cr

• Current Share Price: ₹6,281.2

• Returns: 1Y (31.67%), 1M (-6.59%), 6M (-18.61%)

• 5Y Average Net Profit Margin: 7.54%

• Dividend Yield: 0.47%

• 5Y CAGR: 7.54%

• Sector: Heavy Electrical Equipments

Havells India Ltd

Havells transformed from a small electrical trading business in 1958 to become India’s leading FMEG company. With 700+ exclusive brand stores and 14,000 dealers nationwide, Havells has built a comprehensive portfolio spanning circuit protection devices, cables, appliances and lighting solutions. Their acquisition of Lloyd has strengthened their presence in consumer electronics.

• Market Cap: ₹98,840.50 Cr

• Current Share Price: ₹1,576.55

• Returns: 1Y (20.06%), 1M (-3.84%), 6M (-10.86%)

• 5Y Average Net Profit Margin: 7.79%

• Dividend Yield: 0.57%

• 5Y CAGR: 7.79%

• Sector: Electrical Components & Equipment

BHEL (Bharat Heavy Electricals Ltd)

BHEL, established in 1964, stands as India’s largest engineering and manufacturing enterprise in the power sector. The company has evolved beyond its traditional power equipment manufacturing base to embrace new technologies in transportation, defense, aerospace and renewable energy, though facing challenges in adapting to the changing energy landscape.

• Market Cap: ₹72,966.64 Cr

• Current Share Price: ₹209.55

• Returns: 1Y (3.25%), 1M (-8.88%), 6M (-31.27%)

• 5Y Average Net Profit Margin: -3.19%

• Dividend Yield: 0.12%

• 5Y CAGR: -3.19%

• Sector: Heavy Electrical Equipments

Tata Elxsi Ltd

Tata Elxsi represents the cutting edge of design and technology services in India. Specializing in automotive engineering, digital technologies and media services, the company has positioned itself at the intersection of design thinking and emerging technologies like IoT, AI and autonomous driving solutions.

• Market Cap: ₹38,328.86 Cr

• Current Share Price: ₹6,153.95

• Returns: 1Y (-24.91%), 1M (-11.63%), 6M (-11.64%)

• 5Y Average Net Profit Margin: 20.39%

• Dividend Yield: 1.14%

• 5Y CAGR: 20.39%

• Sector: Software Services

Vedanta Ltd

Founded in 1965, Vedanta has grown into India’s leading natural resources company. Under Anil Agarwal’s leadership, the company operates across oil and gas, zinc, lead, silver, copper, iron ore, aluminum and power sectors. Their diversified portfolio and vertical integration strategy have established them as a significant player in the global resources industry.

• Market Cap: ₹177,294.05 Cr

• Current Share Price: ₹453.9

• Returns: 1Y (82.81%), 1M (-4.19%), 6M (1.15%)

• 5Y Average Net Profit Margin: 5.70%

• Dividend Yield: 6.19%

• 5Y CAGR: 5.70%

• Sector: Metals – Diversified

HCL Technologies Ltd

HCL Technologies, founded in 1976, has evolved from a hardware company to a global IT services leader. Through its three business segments – IT and Business Services, Engineering and R&D Services and HCLSoftware – the company provides comprehensive technology solutions across industries, emphasizing digital transformation and innovation.

• Market Cap: ₹487,753.46 Cr

• Current Share Price: ₹1,802.4

• Returns: 1Y (18.29%), 1M (-6.45%), 6M (14.29%)

• 5Y Average Net Profit Margin: 14.85%

• Dividend Yield: 2.89%

• 5Y CAGR: 14.85%

• Sector: IT Services & Consulting

Green Energy Sector Performance & Growth 

The below table shows the Green Energy Sector Performance & Growth based on 5 Year Net Profit Margin.

Name	Close Price (rs)	5Y Avg Net Profit Margin (%)
SJVN Ltd	98.90	41.40
NHPC Ltd	79.02	31.23
JSW Energy Ltd	557.55	14.12
K.P. Energy Ltd	456.35	8.43
Adani Green Energy Ltd	1045.70	7.01
Tata Power Company Ltd	365.90	4.30
Orient Green Power Company Ltd	16.07	3.63
Waaree Renewable Technologies Ltd	1015.95	-4.14
Suzlon Energy Ltd	57.43	-9.16
Inox Wind Ltd	165.57	-48.96

Semiconductor Sector Performance & Growth

The below table shows the Semiconductor Sector Performance & Growth based on 5 Year’s Net Profit Margin.

Name	Close Price (rs)	5Y Avg Net Profit Margin (%)
Tata Elxsi Ltd	6153.95	20.39
Bharat Electronics Ltd	279.00	15.94
HCL Technologies Ltd	1802.40	14.85
CG Power and Industrial Solutions Ltd	658.05	8.99
Polycab India Ltd	6559.65	8.88
Havells India Ltd	1576.55	7.79
ABB India Ltd	6281.20	7.54
Vedanta Ltd	453.90	5.70
Dixon Technologies (India) Ltd	15144.35	2.23
Bharat Heavy Electricals Ltd	209.55	-3.19

Government Policies & Incentives For The Green Energy and Semiconductor Sector

The government promotes green energy and semiconductors through subsidies, tax incentives and production-linked incentive (PLI) schemes, fostering investments in renewable energy projects, solar manufacturing and semiconductor fabrication units to enhance self-reliance.

Initiatives like PLI for semiconductors, renewable energy targets and infrastructure development grants drive clean energy adoption, domestic chip production and technology advancements, ensuring sustainable economic growth, energy security and reduced dependence on imports in key industrial sectors.

Challenges Faced By the Green Energy and Semiconductor Sector

The main challenges for both sectors include the need for continuous technological advancements, high capital investment requirements, intense global competition and supply chain dependencies impacting operational efficiency and market growth.

• Technology Development: Both sectors require continuous innovation and substantial R&D investments to maintain competitiveness. Companies face pressure to improve efficiency while reducing costs through technological advancement.

• Capital Requirements: High setup and operational costs impact profitability. Manufacturing facilities and research initiatives require significant ongoing investment to maintain technological competitiveness.

Future Outlook Of Green Energy and Semiconductor Sector

Both sectors demonstrate exceptional growth potential through technological convergence and innovation. Green energy expands through improved efficiency while semiconductor advancement enables smarter energy management and control systems.

The sectors increasingly integrate as semiconductor technology enhances renewable energy performance through sophisticated power management and monitoring systems, creating synergistic growth opportunities.

How to invest in the Green Energy and Semiconductor Sector Stocks?

Start by opening a demat account with Alice Blue, researching companies thoroughly across both sectors. Focus on technological capabilities, innovation potential and financial strength while understanding global market dynamics.

Maintain systematic investment approach through regular monitoring of technological developments, policy changes and market trends. Consider sectoral cycles and maintain proper portfolio diversification across both sectors.

Difference Between Semiconductor Sector And Green Energy Sector – Conclusion

• The main differences lie in their focus: the green energy sector develops renewable power solutions, while the semiconductor industry designs and manufactures essential electronic components driving technological advancements across industries.

• The green energy sector includes solar, wind and hydroelectric power production, promoting sustainability and carbon reduction. Continuous innovation improves efficiency, while companies invest in research and development for cleaner, more affordable energy solutions.

• The semiconductor industry is essential for modern electronics, producing microchips and integrated circuits. Continuous innovation in chip design and manufacturing enhances performance, with companies maintaining advanced fabrication facilities and investing in research for technological progress.

• Government support includes subsidies, tax incentives and production-linked incentive (PLI) schemes to boost renewable energy projects and semiconductor manufacturing, fostering domestic production, energy security and technological advancements for sustainable economic growth.

• The main challenges include technology advancement needs, capital intensity, global competition and supply chain dependencies affecting both sectors’ growth and operational efficiency.

• Green energy and semiconductors show strong growth potential through technological integration. Advanced semiconductor technology enhances renewable energy efficiency, creating synergies that drive innovation, energy management improvements and industry expansion across both sectors.

• To invest, open a demat account with Alice Blue, research companies for technological strength and financial stability, monitor global trends and policy changes and diversify investments while maintaining a systematic approach to sectoral cycles and innovation-driven market growth.

Green Energy Sector Vs Semiconductor Sector – FAQs

Disclaimer: The above article is written for educational purposes and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.