@Investor_No_1 Yes, Hitachi Energy can supply equipment for nuclear projects, but Siemens Energy has a clearer edge in nuclear-specific heavy equipment.
Hitachi Energy’s role is primarily electrical & grid-side, rather than reactor-core or turbine-island heavy equipment.
Hitachi will Provide Mainly Switchgear, Power transformers, Grid connection, Protection & control systems etc.
3 companies likely to get direct benefits
Discl: only for educational purpose.Not a buy / sell recommendation. I may have investment in few of these stocks. Also nuclear plants have long gestation period and it may have hurdles in environmental clearance apart from resistance from local activists as mentioned in the introductory post under threats towards the end of the post.
Please Do your own assesment by researching individual stocks
Nuclear Revolution! India Plans Big For Small Modular Reactors; Here’s How SMRs Can Boost Submarines, Satellites, Lunar Missions
The nuclear value chain and which areas have been opened up for private sector as per the SHANTI Bill:
This article is a good primer on the subject
NTPC will do this under NTPC own or through any subsidiary or NTPC green energy.
