Water will bring huge profits! The fortunes of these 3 stocks will shine with the government’s Rs 6.5 lakh crore mega plan.

Now the trend of earning and investment is changing very fast in India. Amidst the increasing urbanization in the country, expansion of new industries and data centers opening up everywhere, water shortage has become a big challenge. But amidst this crisis, there is also a big earning opportunity hidden for investors. To deal with this problem, the government is spending money like water on infrastructure ranging from water supply to wastewater treatment. India’s water infrastructure market is soon going to touch the huge figure of Rs 6.51 lakh crore on the basis of big government projects like Jal Jeevan Mission, Amrit Yojana and Namami Gange. Three major companies of the stock market are going to get direct and bumper benefits of this historic investment of the government.

Golden period of investment is coming in water sector

The figures of the leading rating agency CRISIL are clearly testifying to the bright future of this sector. The total size of the water and wastewater market in the country between financial years 2020 to 2024 was about Rs 3.95 lakh crore. Now it has been strongly estimated that between the financial year 2025 to 2029, this market will take a huge leap and will reach between Rs 6.31 lakh crore to Rs 6.51 lakh crore. This simply means that these selected companies related to water business will have no shortage of work and orders for many years to come.

WPIL made huge profits from foreign projects

From manufacturing pumps to providing turnkey water solutions, the business of WPIL is not limited to India only, but it has also spread its foot in foreign markets like Italy and South Africa. Due to some delay in getting government funds during the financial year 2025-26, there was a slight impact on its domestic business, but its foreign projects compensated for this in a great way. This is the reason why the net profit of the company has increased to the level of Rs 199.7 crore. At present, the company has old orders worth Rs 4,936 crore in hand, while thanks to a new acquisition (purchase) in South Africa, it has got a separate work worth Rs 3,000 crore. At present its price in the stock market is around Rs 493.55.

EMS has a strong backlog of orders

EMS is such an excellent engineering company, whose business is completely dependent on 75 percent of big water projects. This company mainly focuses on big schemes like the government’s ambitious ‘Namami Gange’. In the last financial year, there was a 24 percent decline in its revenue due to delay in some payments, but the company currently has a solid order book of Rs 1,837 crore. The company’s management is considering this as just a temporary problem and is expecting a big recovery in the coming days. At present its share is trading at the level of Rs 419.90.

Welspun Enterprises dominates the market

Welspun Enterprises seems to be making the biggest win in the field of water business. You will be surprised to know that this company is building the country’s first multi-storey wastewater treatment plant in Dharavi, Mumbai. More than 70 percent of the company’s total order book comes from water-related projects only. At present the company has a backup of huge orders worth Rs 13,817 crore. In the last financial year, its net profit had jumped by 11 percent to Rs 393 crore. Its share is standing strong in the market at the level of Rs 572.45.