India’s nuclear mission will shine the fortune of these 3 companies! 20 lakh crore will be spent

India is gearing up for a major transformation in the nuclear power sector over the next two decades. The government aims to increase the country’s nuclear power generation capacity to 100 GW by 2047, from about 9 GW currently. This will require an investment of up to 20 lakh crore rupees. This means that for the next 20 years, an average of Rs 1 lakh crore may be spent every year.

The benefits of increasing nuclear power capacity will not be limited to electricity generation. This can also provide huge business opportunities to companies that provide nuclear reactor equipment, special pipes, tubes and construction related services. Three companies are in particular discussion in this sector. These include MTAR Technologies, Ratnamani Metals and Tubes and Hindustan Construction Company (HCC). All three companies play different roles in the supply chain of nuclear power projects.

1. MTAR Technologies

MTAR Technologies works with Nuclear Power Corporation of India (NPCIL) in nuclear power sector. NPCIL operates and develops nuclear power plants in the country. MTAR manufactures more than 15 specialized types of equipment and assemblies used in nuclear reactors. The company’s most important product is fuel machining heads. It is manufactured by assembling over 700 small and precise parts. It is used to add and remove nuclear fuel needed for power generation in reactors. In addition, the company also manufactures major assemblies such as fuel transfer systems, end shields and calendria.

MTAR to expand units 5 and 6 of Kaiga Nuclear Power Plant in Karnataka at Rs. 504 crore order has been won. The company has to spend Rs. New orders of more than 130 crores have also been received. By the second quarter of FY2027, the company has nuclear power business-related Rs. There were orders worth 820 crores. This is his Rs. 5,976.5 crore is 13.7% of the total order book. The company expects earnings from this business to grow from 2028 onwards. Apart from this, private companies plan to build four new 700 MW reactors at MTAR at Rs. 700 crore to Rs. 1,000 crore business opportunity can also be found. Currently, one share of MTAR is priced at Rs. 5,470 is

2. Precious metals and conduits

Ratnamani Metals & Tubes manufactures special pipes and tubes made of stainless steel and nickel alloys for nuclear power plants. They are used in heat exchangers and high pressure steam systems. The company has also received a development order from NPCIL for the manufacture of steam generator tubes. The company has formed a joint venture called Ratnamani Fino Spooling Solutions (RFSS) with Switzerland’s TechnoEnergy AG. It contains 75% of gemstones. Located in Anjar, Gujarat, the plant has an annual production capacity of 7,000 metric tonnes.

In the second quarter of FY 2027, the revenue of RFSS is Rs. 157 crore, which was last year’s Rs. 110.4 crore is more than The company’s EBITDA increased by 138% to Rs. 85.9 crore and net profit increased by 153.7% to Rs. 64.7 crores. Its order book has crossed Rs 3,000 crore. Currently, the price of one share is Rs 2,412.

3.HCC

Hindustan Construction Company (HCC) has been working in nuclear power projects in India for a long time. The company has contributed about 60% of the country’s total installed nuclear power generation capacity. Its work is mainly related to the construction of reactor buildings and other necessary infrastructure. The company is currently working on the Fast Reactor Fuel Cycle Facility (FRFCF) project. HCC wants to win contracts related to construction of PHWR, LWR and other modern nuclear reactor projects in future.

In the second quarter of fiscal 2027, the company’s total revenue fell 6.7% to Rs 925.2 crore. Profit also declined by 52.8% to Rs. 22.6 crores. The company has a total of Rs. 12,901 crore in order book and that in FY 2027 will be Rs. 15,000 crore aimed at winning new orders. Price of one share is Rs. It is 18.58.

What is the signal for investors?

India’s nuclear power mission could be an opportunity for these three companies to grow their business in the long run. However, with new orders coming in, they will also face challenges like completing projects on time, controlling costs and reducing debt. Therefore, it is important for investors to look not only at the order book but also at the companies’ profitability, debt and ability to complete work.