Money will be made from ‘water’! Government’s Rs 6.5 lakh crore plan will improve the fortunes of these 3 stocks

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Now the trend of investment in India is changing rapidly. Amidst increasing urbanization, expansion of new industries and network of data centers, water shortage has emerged as a major challenge. To deal with this crisis, the government is investing heavily in infrastructure ranging from water supply to wastewater treatment. On the basis of big schemes like Jal Jeevan Mission, AMRUT and Namami Gange, India’s water infrastructure market is soon going to touch the huge figure of Rs 6.51 lakh crore. Three major companies of the stock market, WPIL, EMS and Welspun Enterprises are going to directly benefit from this historic investment.

Investment trends are changing

The figures of rating agency CRISIL testify to the bright future of this sector. The size of the water and wastewater market in the country between financial years 2020 to 2024 was Rs 3.95 lakh crore. Now it is estimated that between the financial year 2025 and 2029, this market will jump to between Rs 6.31 to 6.51 lakh crore. In such a situation, there will be no shortage of work for these water related companies for many years to come.

WPIL gets huge profits from foreign projects

From manufacturing pumps to providing turnkey water solutions, the business of WPIL extends to India as well as Italy and South Africa. There was some impact in the domestic market due to delay in receiving government funds in the financial year 2025-26, but foreign projects compensated for it handsomely. Its net profit increased to Rs 199.7 crore. The company has old orders worth Rs 4,936 crore, while it has got separate work worth Rs 3,000 crore from new acquisitions in South Africa. Its price in the stock market is currently around Rs 493.55.

EMS has strong order book

EMS is an engineering company whose 75 percent business is entirely based on water projects. It mainly focuses on government schemes like Namami Gange. In the last financial year, due to delay in payment, its revenue declined by 24 percent, but the company currently has a solid order book of Rs 1,837 crore. The management is considering this as just a temporary problem. Its share is trading at the level of Rs 419.90.

The glory of Welspun Enterprises

Welspun Enterprises seems to be winning the biggest bet in the water business. This company is building the country’s first multi-storey wastewater treatment plant in Dharavi, Mumbai. 70 percent of its total order book comes only from water projects. At present the company has huge orders worth Rs 13,817 crore. In the last financial year, its net profit jumped by 11 percent to Rs 393 crore. Its share remains strong at the level of Rs 572.45.

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Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsha advises its readers and viewers to consult their financial advisors before taking any money-related decisions.

Vibhav Shukla

Vibhav Shukla

Vibhav Shukla is currently working at TV9 Hindi as Senior Sub-Editor on Business Desk. He has six years of experience in journalism. Vibhav is originally from Mau district of Uttar Pradesh. He started his career with Rajasthan Patrika. After this he has been associated with prestigious institutions like Inshorts and Gujarat First.

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