Delhi’s Chief Minister Rekha Gupta has made clean water and sewage treatment a top priority in the 2025 budget. She announced a massive Rs. 9,000 crore allocation for clean water and sanitation, three times more than the previous government’s budget. A major highlight is Rs. 500 crores for decentralised sewage plants to ensure no untreated sewage flows into the Yamuna, which she called Delhi’s “lifeline.” Additional funds include Rs. 250 crores for water treatment in the budget.
In a new move to reduce Yamuna pollution, the government is also considering banning soaps and detergents in car washes. These products contain harmful phosphates and surfactants that worsen water pollution. This renewed focus on water management has also sparked investor interest in related stocks, as companies working in water infrastructure and treatment are expected to benefit from these large-scale projects.
Here are a few stocks that benefit from Delhi CM Announces Rs. 9000 crore allocations for clean water and sanitation
Va Tech Wabag Limited
With a market capitalization of Rs. 11,546.99 crores, the share of Va Tech Wabag Limited has reached an intraday high of Rs. 1579.80 per equity share, rising nearly around 0.85 percent from its previous day’s close price of Rs. 1566.45. Since then, the stock has retreated and is currently trading at Rs. 1566.45 per equity share.
As of December 31, 2024, The company has a strong order book worth Rs. 14,263.4 crores, with 58 percent of the projects being Engineering, Procurement, and Construction (EPC) and 42 percent being Operations and Maintenance (O&M).
Va Tech Wabag Limited is a global leader in water treatment solutions, focusing on desalination, wastewater treatment, and industrial water management. Engaged in EPC and O&M projects, the company delivers sustainable water infrastructure, ensuring clean and safe water for communities and industries worldwide.
Va Tech Wabag Limited’s revenue has increased from Rs. 704 crore in Q3 FY24 to Rs. 811 crore in Q3 FY25, which has grown by 15.20 percent. The net profit has also grown by 11.11 percent from Rs. 63 crore in Q3 FY24 to Rs. 70 crore in Q3 FY25.
Vishnu Prakash R Punglia Limited
With a market capitalization of Rs. 2,090.28 crores, the share of Vishnu Prakash R Punglia Limited has reached an intraday high of Rs. 178 per equity share, rising nearly around 1.40 percent from its previous day’s close price of Rs. 175.55. Since then, the stock has retreated and is currently trading at Rs. 167.70 per equity share.
As of December 31, 2024, the company’s total order book reached Rs. 5,125 crore. The Water Supply Projects (WSP) segment made up the largest share at Rs. 3,436.5 crore (67 percent), followed by Railway Projects at Rs. 1,504.4 crore (29 percent), and the Roads and Highway segment contributing Rs. 184.2 crore (4 percent).
Vishnu Prakash R Punglia Limited is engaged in infrastructure development, specializing in water supply projects, road construction, and irrigation systems. With a strong presence in EPC and O&M, the company plays a crucial role in India’s water and civil infrastructure sector.
Vishnu Prakash R Punglia Limited’s revenue has decreased from Rs. 242.05 crore in Q3 FY24 to Rs. 240.93 crore in Q3 FY25, which has dropped by 0.46 percent. The net profit has also decreased by 77.78 percent from Rs. 17.37 crore in Q3 FY24 to Rs. 3.86 crore in Q3 FY25.
Enviro Infra Engineers Limited
With a market capitalization of Rs. 1,086.76 crores, the share of Enviro Infra Engineers Limited has reached an intraday high of Rs. 233.70 per equity share, rising nearly around 2.28 percent from its previous day’s close price of Rs. 228.50. Since then, the stock has retreated and is currently trading at Rs. 219.40 per equity share.
As of December 31, 2024, the company’s project order book stands at Rs. 1,687 crore, with WWTP-EPC contributing 51 percent, WWTP-HAM 26 percent, and WSSP 23 percent.
Enviro Infra Engineers Limited specializes in wastewater treatment, sewage management, and environmental infrastructure projects. The company is engaged in designing, building, and operating treatment plants, contributing to cleaner water resources and sustainable urban development.
Enviro Infra Engineers Limited’s revenue has increased from Rs. 150 crore in Q3 FY24 to Rs. 247 crore in Q3 FY25, which has grown by 64.67 percent. The net profit has also increased by 117.65 percent from Rs. 17 crore in Q3 FY24 to Rs. 37 crore in Q3 FY25.
EMS Limited
With a market capitalization of Rs. 3,638.93 crores, the share of EMS Limited has reached an intraday high of Rs. 671.95 per equity share, rising nearly around 1.39 percent from its previous day’s close price of Rs. 662.70. Since then, the stock has retreated and is currently trading at Rs. 655.30 per equity share.
As of December 2024, the company holds an unexecuted order book of approximately Rs. 2,500 crore. Notably, projects worth around Rs. 512 crore are yet to commence execution, reflecting a strong pipeline for future growth.
EMS Limited was founded in 1992 and specializes in environmental management solutions, particularly wastewater treatment. The company is committed to innovative technologies and services that improve water quality and promote sustainability, playing a key role in addressing water and environmental challenges.
EMS Limited’s revenue has increased from Rs. 200 crore in Q3 FY24 to Rs. 245 crore in Q3 FY25, which has grown by 22.5 percent. The net profit has also increased by 37.84 percent from Rs. 37 crore in Q3 FY24 to Rs. 51 crore in Q3 FY25.
Concord Enviro Systems Limited
With a market capitalization of Rs. 1,086.76 crores, the share of Concord Enviro Systems Limited has reached an intraday high of Rs. 535.85 per equity share, rising nearly around 3.23 percent from its previous day’s close price of Rs. 519.10. Since then, the stock has retreated and is currently trading at Rs. 525.10 per equity share.
As of December 2024, the company’s current order book stands at Rs. 546 crore, with 55 percent (Rs. 301 crore) from domestic projects and 45 percent (Rs. 245 crore) from international projects, reflecting a strong global and domestic presence.
Concord Enviro Systems Limited is a leading provider of water and wastewater treatment solutions, offering advanced technologies for recycling, desalination, and effluent treatment. The company focuses on sustainable water management to support industries and communities with eco-friendly solutions.
Concord Enviro Systems Limited’s revenue has increased from Rs. 123.16 crore in Q3 FY24 to Rs. 122.82 crore in Q3 FY25, which has grown by 22.5 percent. The net profit of the company has turned into a net loss, from Rs. 18.58 crore in Q3 FY24 to Rs. -8.56 crore in Q3 FY25.
Written By – Nikhil Naik
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