Prime Minister Narendra Modi has recently announced that the tightly controlled nuclear power sector will soon be opened for private investment. Prime Minister Modi said that this step will accelerate innovation, increase energy security and India will become a global leader in advanced nuclear technology.
Modi government has set a lofty target of increasing India’s nuclear power capacity to 100 GW by 2047, which is a huge leap from the current level of 8.8 GW.
To take this forward, the government is going to introduce the Atomic Energy Bill 2025 in the winter session of Parliament starting from December 1. Let us know what benefits the private sector will get from this step of the Central Government?
Government will present Atomic Energy Bill, 2025
According to experts, this is likely to benefit many companies in the capital goods, energy and aerospace sectors by moving towards cleaner energy with less greenhouse gas emissions during operations. The list includes names of both private and public sectors.
With the upcoming Atomic Energy Bill, 2025, which will allow private participation in reactor construction, uranium supply and small modular reactor development. India is preparing to expand nuclear capacity on a large scale — the target is about 100 GW by 2047.
Big decision of the government in the field of energy
Key advantages include names like Bharat Heavy Electricals (BHEL) and Larsen & Toubro (L&T) in heavy engineering, MTAR Technologies in precision components, power make projects in reactor and balance-of-plant construction, and Tata Power in long-term generation partnerships.
Experts say this initiative reflects India’s strategic intention to diversify energy sources and deepen private innovation in the high-technology domain. For investors, the opening up of the nuclear sector is a generational opportunity to participate in India’s clean-energy transformation based on policy stability and strong industrial capabilities.
How will the country’s development gain momentum?
Experts say nuclear power is a reliable base load source, but progress has been slow due to high capital requirements and limited participation. He says that allowing private players can improve execution, attract more technology and accelerate capacity addition.
In the listed market, players like L&T and BHEL have prior experience in heavy engineering and reactor related components. Automation and power-systems players like ABB India and Siemens may also benefit indirectly as nuclear expansion increases demand for control systems and grid modernization.
However, experts say that investors should understand that these are long-term projects, and the real financial impact will be visible only when orders start coming in. Therefore, instead of buying stocks on mere hope, investors should focus on businesses with strong balance sheets, stable cash flows and a long track record in complex infrastructure execution.
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