Finance Minister Nirmala Sitharaman presented her eighth consecutive Union Budget for the financial year 2025-26 today and presented some major outlooks for the future of India’s Nuclear Energy Mission and Requirements, as follows.
It involves the Development of at least 100 GW of nuclear energy by 2047 for our energy transition efforts and for an active partnership with the private sector towards this goal, amendments to the Atomic Energy Act and the Civil Liability for Nuclear Damage Act will be taken up.
A Nuclear Energy Mission for research & development of Small Modular Reactors (SMR) with an outlay of Rs. 20,000 crores will be set up, and at least 5 indigenously developed SMRs will be operationalized by 2033.
Listed below are some of the stocks in focus following the above plans as discussed.
Bharat Heavy Electricals Limited
Bharat Heavy Electricals Limited (BHEL) is Maharatna CPSE and one of the largest engineering and manufacturing companies in India engaged in the design, engineering, construction, testing, commissioning, and servicing of a wide range of products and services for the core sectors of the economy like nuclear power, thermal, transmission, renewable energy, industry, and many more.
BHEL Limited is a key supplier of various components and equipment required for nuclear power plants, including steam turbines, generators, heat exchangers, and other critical Infrastructure.
Sealmatic India
Sealmatic India Limited is engaged in designing and manufacturing high-precision & heavy-duty mechanical seals that are widely employed in various power plant applications both nuclear & thermal.
Hindustan Construction Company
Hindustan Construction Company Limited is involved in the engineering and construction of infrastructure projects such as dams, tunnels, bridges, hydro,nuclear, and thermal power plants, expressways and roads, marine works, water supply, irrigation systems, and industrial buildings across the country
Hindustan Construction Company Limited is involved in building various structures and facilities required for nuclear power plants, such as reactor buildings, cooling towers, and other related civil engineering works.
MTAR Technologies
MTAR Technologies Limited is engaged in manufacturing mission-critical precision components, assemblies, sub-assemblies, and spare parts for energy, nuclear, space, aerospace, defence, and other engineering industries, to serve projects of high national importance and many more.
MTAR Technologies Limited specializes in providing high-precision engineering solutions and manufacturing critical components such as reactor control systems, fuel handling systems, and various high-precision equipment.
Larsen & Toubro
Larsen & Toubro Limited is a leading engineering, procurement, and construction (EPC) company that supplies various components and provides services critical to nuclear power plants, such as steam generators, reactor pressure vessels, heat exchangers, construction of nuclear power plants, including civil works, installation and many more
Written by: Bharath K.S
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