Archive · 19 Jul 2026
India's Nuclear Push: Key Stocks to Watch
India wants to increase its nuclear power capacity from 8.8 GW to 100 GW by 2047.
This big goal will need a lot of special parts like pipes and tubes.
Companies like Ratnamani Metals, DEE Development, and Welspun Corp are important because they make these parts.
Ratnamani has special approvals for nuclear parts and has orders worth ₹550 crore.
DEE is expanding its pipe-making capacity and has orders worth ₹2,428.2 crore.
Welspun makes special alloys and expects to make ₹20,000 crore in revenue next year.
All these companies are important for India's nuclear plans and could be good investments to watch.
India aims to increase nuclear power capacity from 8.8 GW to 100 GW by 2047.
Private companies like Reliance, NTPC, Adani, and Lalitpur are investing ₹6.5 lakh crore in nuclear projects.
Ratnamani Metals has a ₹550 crore order book for nuclear-approved pipe spools and is expanding production capacity.
DEE Development is scaling its process piping capacity and has a ₹2,428.2 crore order book.
Welspun Corp is leveraging its specialty alloys and expects ₹20,000 crore in revenue for FY27.
- Who
- Indian government, private companies (Reliance, NTPC, Adani, Lalitpur), Ratnamani Metals, DEE Development, Welspun Corp
- What
- Expansion of nuclear power capacity to 100 GW by 2047
- When
- Target year 2047, current initiatives ongoing
- Where
- India, with potential international projects
- Why
- To make nuclear energy a key pillar of India's clean energy transition and strengthen the domestic manufacturing ecosystem
- Target Capacity
- 100 GW by 2047
- Current Capacity
- 8.8 GW
- Investment Pipeline
- ₹6.5 lakh crore
- Key Companies
- Reliance, NTPC, Adani, Lalitpur
- Specialized Components
- Pipes, tubes, engineered piping systems
- Ratnamani Order Book
- ₹550 crore
- DEE Order Book
- ₹2,428.2 crore
- Welspun Revenue FY26
- ₹16,770 crore
- Welspun EBITDA FY26
- ₹2,371 crore