stock market
The most basic principle of earning profit in the stock market is to invest money in the direction where the government money is going. These days, most of the government’s attention and money is being spent on India’s ‘water infrastructure’ i.e. water related work. Now this sector on Dalal Street has increasingly come into the eyes of investors.
Earlier the matter was limited only to laying pipes in villages, but now the thinking of the government has changed. Under the ‘Jal Jeevan Mission’, the focus is now on ensuring that clean water reaches every household 24 hours a day and that the system is also maintained for a long time. That means, the companies that clean water and deliver it to homes now have no shortage of work. This is the reason why the shares of these companies are showing strong growth in the next several years.
Government treasury of Rs 8.69 lakh crore
The government has increased the budget of Jal Jeevan Mission to about Rs 8.69 lakh crore. This is such a huge amount that it can change the picture of the water supply system of the entire country. The companies that set up water treatment plants, lay large pipeline networks and maintain them are directly benefiting from this huge budget. These companies are continuously getting new and big projects from the government. The result is that their ‘order book’ is completely filled. This is a clear indication for investors that these companies will continue to generate consistent earnings for the next several years.
Those 3 companies whose fortunes are shining on water
There are many companies related to water sector in the market, but there are three names which stand out because of their excellent balance sheet and huge order book.
- Enviro Infra Engineers: This company handles the entire work of cleaning water and dirty water (waste water). They hold the contract from planning the project to its maintenance. Till December 2025, this company has pending work of about Rs 2,836 crore (₹28,360 million). Their biggest specialty is that they do their work themselves instead of outsourcing it to other small companies. This reduces their costs and increases profits. The company’s profit increased by 66% to ₹ 177 crore in FY 2025.
- Welspun Enterprises: Welspun Group is a big name in infrastructure, and now it is rapidly making its place in big water projects also. Their water order book has reached ₹11,000 crore (₹110,000 million) by the third quarter of FY 2026. Recently, there has been a slight slowdown in their total earnings, but profits have increased by 11%. This is a very good thing from a business perspective because it means that the company is controlling its expenses very wisely.
- VA Tech Wabag: This company does very high-tech and difficult projects related to water, like making salt water of the sea drinkable. VA Tech Wabag is working not only in India but all over the world. They have a huge order book of ₹16,342 crore till the third quarter (FY 2026). Due to long term service contracts, there is no significant fluctuation in their earnings. In the last financial year, its profit jumped by 20% to ₹295 crore.
Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsh advises its readers and viewers to consult their financial advisors before taking any money-related decisions.
