India Unveils Vikram-32: First Made-in-India Microchip at Semicon 2025

Welcome Back Investor!

India is rolling out its global pharma ambitions, targeting Russia, Brazil, and the Netherlands to ease reliance on U.S. markets amid tariff anxieties. While the U.S. - India’s largest buyer with $10.5 billion in pharma exports during fiscal 2025 - remains critical, new markets could offer a 20% bump in growth potential. With regulatory hurdles on the agenda at India’s upcoming International Pharmaceutical Exhibition in New Delhi, this shift isn’t just proactive - it’s strategic.

Let’s dive in!

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

Vikram-32: India’s First Indigenous Processor Presented to PM Modi

India has taken a bold step toward semiconductor self-reliance. At Semicon India 2025, IT Minister Ashwini Vaishnaw unveiled the country’s first fully indigenous 32-bit microprocessor, Vikram-32, presenting it to Prime Minister Narendra Modi.

Developed by ISRO’s Semiconductor Laboratory (SCL), the chip is no prototype - it has already been flight-tested during the PSLV-C60 mission. Vikram-32 is engineered to withstand extreme vibration, radiation, and temperatures, making it fit not only for space applications but also for defense, automotive, aerospace, and energy sectors.

This launch comes at a pivotal time, as India works to reduce dependency on imported chips and position itself as a global hub for semiconductor design and manufacturing. Alongside Vikram-32, test chips from four approved projects were also showcased, reinforcing the momentum in India’s chip ecosystem. Meanwhile, five semiconductor fabs are under construction across six states, backed by over ₹1.6 lakh crore ($19B+) in investments.

PM Modi hailed the achievement as a “digital leap for Atmanirbhar Bharat”, highlighting how indigenous chipmaking will secure India’s critical infrastructure and fuel innovation.

MARKETS

The Indian stock market closed lower on September 2, 2025, with the Sensex slipping 206 points to 80,158 and the Nifty 50 down 45 points at 24,580, dragged mainly by banking and financial stocks. The weakness came despite strong Q1 GDP growth of 7.8%, as traders booked profits after early gains and expiry-related volatility added pressure. Global cues also turned cautious, keeping risk appetite muted, while investors stayed on the sidelines ahead of the GST Council meeting on Sept 3 - 4, which may announce key tax changes for real estate and consumer sectors.
_{Closing figures as on 02.09.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Sammaan Capital: Jumped 11% as F&O inclusion boosted liquidity and upcoming board meet (fundraising + dividend) sparked buying.

✅ Rail Vikas (RVNL): Rose 5% after a new CMD appointment and a JV with Texmaco for rolling stock and export projects lifted growth hopes.

✅ NMDC: Gained 4.6% thanks to strong August iron ore output (+10% YoY) and higher sales, signaling robust demand.

✅ NALCO: Climbed 4.5% on stellar Q1 profit growth (+75% YoY) and tailwinds from a global metals rally amid Fed cut hopes.

Top Losers

🔻 Tube Investments: Slipped 3% as Q1 results showed revenue growth but weaker margins, leading to profit-booking.

🔻 Indus Towers: Dropped 2.9% on technical selling and profit-taking, with no fresh news flow to support the stock.

🔻 Mahindra & Mahindra: Fell 2.4% as concerns over potential GST hikes on luxury EVs weighed on auto sector sentiment.

🔻 UPL: Declined 2.3% amid midcap sector weakness and broad profit-booking pressure, despite no major corporate trigger.

INDIA FRONTIER

Everything else you need to know today

⚡ Spark: Tesla has roared into India since its mid‑July launch, netting just over 600 car orders - a bit short of its own expectations. With the first batch of Model Ys set to land from Shanghai in early September, initial deliveries will focus on Mumbai, Delhi, Pune, and Gurugram. Pricing reflects steep import tariffs, but Tesla is playing the long game: a high‑end niche play in a market where EVs still account for only about 4%.

⏫ Golden: Gold has punched through the $3,500 per ounce barrier, setting yet another blistering all-time high as markets bet on looming rate cuts. Will this bullish breakout usher in a fresh era of precious‑metal fever.

📈 Uplift: After a five‑month delay, TCS is finally delivering salary hikes, 4.5 - 7% for junior to mid‑level staff, effective September 1, 2025, reaching about 80% of its workforce. Top performers even see over 10% bumps.

💼 Exit: Shares of One MobiKwik Systems shot up by 11-12% on September 2, after ADIA fully exited its 2.1% stake via a block deal worth around ₹39 crore. The surge reflects market optimism - or perhaps speculative momentum - around the fintech’s future amid investor reshuffling.

SPECIAL

Indian Markets Shine: Metals and Real Estate in Focus

Indian equities lit up as metal and real estate stocks rallied sharply, with NALCO soaring nearly 5% and property majors like DLF and Phoenix Mills gaining over 3%. The surge was driven by a powerful cocktail of global cues and domestic triggers that reignited investor appetite for cyclical sectors.

The biggest driver is the growing expectation of a U.S. Federal Reserve rate cut in mid-September. Markets are betting on at least a 25-basis-point reduction, which would lower global borrowing costs, unlock fresh liquidity, and possibly encourage the RBI to follow suit - fueling credit growth at home.

At the same time, the real estate sector is abuzz with anticipation ahead of the GST Council meeting on September 3-4, where a simplified slab structure of 5% and 18% for under-construction homes may be approved. Such a move could ease costs for homebuyers, boost affordability, and stimulate fresh demand across the housing market.

Supporting sentiment further, India’s economy expanded at a robust 7.8% in Q1 FY26, the fastest pace in five quarters. A softer U.S. dollar is also aiding commodities, improving export competitiveness for Indian metal producers. Meanwhile, China’s plan to curb steel output through 2026 has raised expectations of reduced dumping of cheap metal in global markets, bolstering pricing power for domestic companies.

All these factors have aligned to turn metals and real estate into market favorites again - sending a clear signal that cyclical sectors are regaining momentum as investors position for the next leg of growth.

THE HANOOMAAN INSTITUTE

😊 5 Affordable “Happiness Investments” Every Investor Should Make

We often chase funding rounds, growth metrics, or revenue milestones, but psychology reminds us: happiness compounds better than capital.

For professionals alike, here are 5 affordable buys that actually boost joy - without breaking the bank:

1️⃣ Experiences over gadgets: A weekend trek, a local concert, or even a cooking class brings lasting joy compared to the dopamine rush of a new phone. In startups, it’s the same: invest in team experiences, not just tools.

2️⃣ Gifting others: Buying small, thoughtful gifts sparks connection and meaning. Founders who surprise their teams or early customers with personal tokens build emotional loyalty.

3️⃣ Time-savers: From meal kits to laundry services, outsourcing chores frees mental space for deep work. Happiness often hides in fewer distractions.

4️⃣ Comfort upgrades: An ergonomic chair, a better mattress, or noise-cancelling headphones. Tiny upgrades in comfort can massively improve focus and mood.

5️⃣ Learning materials: Books, online courses, or workshops don’t just expand knowledge, they expand confidence - priceless for founders navigating chaos.

💡 The takeaway? Happiness isn’t expensive. It’s intentional. By choosing where to spend small, you create space to think bigger.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

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by - Vikrant

YOY Quarterly profit growth > 10 AND
YOY Quarterly sales growth > 10 AND
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Return on capital employed > 20 AND
Debt to equity < 0.5 AND
Piotroski score > 5

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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