Finance Minister Nirmala Sitharaman presented the Union Budget for 2025-26, marking her 8th consecutive budget. In the Budget, she highlighted important plans for India’s Nuclear Energy Mission and future energy needs, particularly focusing on Nuclear Energy Stocks.
Key Highlights on Nuclear Energy Stocks
- Nuclear Energy Development: By 2047, India aims to develop at least 100 GW of nuclear energy. To support this, amendments will be made to the Atomic Energy Act and the Civil Liability for Nuclear Damage Act, encouraging active private sector participation.
- Small Modular Reactors (SMR): A Nuclear Energy Mission will be launched with an investment of ₹20,000 crores for the research and development of Small Modular Reactors. The goal is to operationalize at least five indigenously developed SMRs by 2033.
Stocks in Focus Related to Nuclear Energy:
Bharat Heavy Electricals Limited (BHEL)
As one of India’s largest engineering and manufacturing companies, BHEL plays a important role in supplying components like steam turbines and generators for nuclear power plants.
- Market Cap : 69,628 Crore INR
- Current Price : 200 INR
- Year Range : 184.14 – 335.35 INR
- P/E Ratio : 134
Sealmatic India
Sealmatic India designs and manufactures high-precision mechanical seals used in both nuclear and thermal power plants.
- Market Cap : 461 Crore INR
- Current Price : 510 INR
- Year Range : 441.70 – 869.00 INR
- P/E Ratio : 47.47
Hindustan Construction Company (HCC)
HCC is involved in building infrastructure for nuclear power plants, including reactor buildings and cooling towers.
- Market Cap : 5,802 Crore INR
- Current Price : 32 INR
- Year Range : 28.14 – 57.50 INR
- P/E Ratio : 9.35
MTAR Technologies
MTAR Technologies is Known for manufacturing precision components and assemblies for energy, nuclear, and aerospace industries, MTAR specializes in reactor control systems and fuel handling systems.
- Market Cap : 4,973 Crore INR
- Current Price : 1,607 INR
- Year Range : 1,470 – 2,200 INR
- P/E Ratio : 128
Larsen & Toubro (L&T)
L&T is a leading engineering, procurement, and construction (EPC) company that provides crucial components and services for nuclear power plants, including steam generators and reactor pressure vessels.
- Market Cap : 4,74,103 Crore INR
- Current Price : 3,448 INR
- Year Range : 3,175.05 – 3,963.50 INR
- P/E Ratio : 34.2
Summary
| Company Name | Market Cap (in Crore INR) | Current Price | Year Range (INR) | P/E Ratio |
| Bharat Heavy Electricals Limited (BHEL) | ₹69,628 Crore | ₹200 | 184.14 – 335.35 | 134 |
| Sealmatic India | ₹461 Crore | ₹510 | 441.70 – 869.00 | 47.47 |
| Hindustan Construction Company (HCC) | ₹5,802 Crore | ₹32 | 28.14 – 57.50 | 9.35 |
| MTAR Technologies | ₹4,973 Crore | ₹1,607 | 1,470 – 2,200 | 128 |
| Larsen & Toubro (L&T) | ₹4,74,103 Crore | ₹3,448 | 3,175.05 – 3,963.50 | 34.2 |
Also Read: 3 Infra Stocks with P/E Less Than 9: Up to 45% Discount
This Union Budget focus on India’s commitment to improving nuclear energy and engaging private sector participation for a renewable energy future. 🚀