@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.
Anyone knows what are the best instruments to invest in uranium or other fissionable material?
#20000 Crore PLI fur Nuclear components in forthcoming budget ?
Don’t blindly go over govt ministry info. We know this is half baked truth and they never give full details and also we don’t know the other side of the story and it will raise few objections from different ideologies. Take it as pinch of salt and move on. This is how I treat the info
Well, true, but I slightly disagree. Government or ministry info may be incomplete, but it’s still a useful starting point rather than something to dismiss outright. For example, during COVID, early official data and guidelines were imperfect, but they helped people and businesses make practical decisions while better information evolved.
So instead of just taking it with a pinch of salt and moving on, I prefer to treat it as one input, cross-check it with other sources, and then form a view. Not 100% perfect, but still valuable to start studying companies that will be beneficiaries.
At least I think that way and i may be totally wrong
JSW Energy’s first nuclear power plant by 2030. Waiting for company filings for confirmation on this.
Tata Power evaluating 3 nuclear project sites
Importing technology, machinery for Nuclear power & critical minerals- from USA at zero customs duty will expedite india’s two most promising projects
The 2026 U.S.-India trade deal strengthens strategic alignment, accelerating cooperation in nuclear energy and critical minerals, including lithium and rare earths, while reducing tariff barriers. The agreement bolsters India’s civil nuclear program, particularly in Small Modular Reactors (SMRs), and fosters supply chain resilience for critical minerals.
