India’s water infrastructure sector is present process vital transformation, pushed by rising demand, urbanization, and powerful coverage assist. The federal government’s flagship Jal Jeevan Mission, with an enormous allocation of Rs.3.6 lakh crore, goals to supply faucet water to almost 200 million rural households by 2026. Over 500 sewage remedy crops are being deliberate so as to add greater than 20 billion liters per day of capability by 2027.
City infrastructure schemes like AMRUT 2.0 and the Sensible Cities Mission are additionally contributing to the sector’s development. AMRUT 2.0, launched in 2021, has a complete indicative outlay of roughly $35 billion. Investments in city water and wastewater infrastructure are anticipated to succeed in $122 billion by 2030.
Listed below are just a few water-infra corporations contributing to those developments with excessive order e book values:
With a market capitalization of Rs.8,867 crore, the shares of Va Tech Wabag Ltd closed at Rs.1,425.00 per fairness share on Friday, rising 0.39 % from its earlier closing value of Rs.1,419.40 apiece.
As of March 2025, VA Tech Wabag Ltd. holds a robust order e book valued at roughly Rs.14,300 crores, reflecting the corporate’s sturdy place within the water infrastructure sector. As well as, the corporate was declared the popular bidder for contracts value between Rs.2,000 crores and Rs.2,500 crores. These bids are at present below numerous phases of analysis.
Throughout the current investor name held on March 21, 2025, firm consultant Skandaprasad S. confirmed that the Rs.360 crore order already introduced is a part of this most well-liked bidder pipeline. He famous that the remaining contracts are progressing by the ultimate phases and are anticipated to be finalized over the following few months, doubtlessly including additional momentum to the corporate’s already robust mission pipeline.
With a market capitalization of Rs.3,532 crore, the shares of EMS Ltd closed at Rs.643.00 per fairness share on Friday, rising 5.01 % from its earlier closing value of Rs.612.35 apiece.
As of the most recent replace, EMS Ltd. has an unexecuted order e book valued at roughly Rs.2,345 crores. This contains round Rs.170 crores value of operation and upkeep (O&M) contracts, indicating a wholesome mixture of mission execution and recurring service income.
As well as, the corporate is actively pursuing a robust mission pipeline value practically Rs.6,470 crores. Administration has expressed confidence in changing a considerable portion of this pipeline into confirmed orders within the close to future, which may considerably improve the corporate’s development trajectory.
With a market capitalization of Rs.6,610 crore, the shares of KNR Constructions Ltd closed at Rs.234.90 per fairness share on Friday, rising 2.68 % from its earlier closing value of Rs.228.77 apiece.
As of December 31, 2024, KNR Constructions Ltd. reported a sturdy EPC order e book totaling Rs.3,888.4 crores. Of this, roughly Rs.2,092.9 crores is attributed to initiatives within the irrigation and pipeline sector, whereas the remaining Rs.1,795.5 crores is tied to the roads sector, reflecting a well-diversified infrastructure portfolio.
KNR Constructions Ltd. lately secured two main irrigation initiatives below the Sitarama Raise Irrigation Scheme in Telangana. These embrace a Rs.327.9 crore contract for canal excavation and lining works and a Rs.101.1 crore mission for the SRLIP to Paleru Hyperlink Canal. Collectively, these initiatives complete Rs.429 crore, additional strengthening its water infrastructure portfolio.
With a market capitalization of Rs.3,781 crore, the shares of Enviro Infra Engineers Ltd closed at Rs.216.00 per fairness share on Friday, rising 2.36 % from its earlier closing value of Rs.211.01 apiece.
Enviro Infra Engineers Ltd., as of December 31, 2024, reported a complete mission order e book valued at Rs.1,687 crores. Of this, Rs.855 crores is attributed to EPC contracts for wastewater remedy crops, whereas Rs.439 crores falls below HAM-based WWTP initiatives. The remaining Rs.392 crores covers water provide and sewerage initiatives (WSSP).
Along with mission execution, the corporate holds a robust operation and upkeep (O&M) order e book value Rs.738 crores. This displays its rising presence in long-term infrastructure providers. The various portfolio highlights its strategic concentrate on each execution and upkeep within the water infrastructure area.
Written by – Siddesh S Raskar
Disclaimer
The views and funding suggestions expressed by funding specialists/broking homes/score companies on tradebrains.in are their very own, and never that of the web site or its administration. Investing in equities poses a danger of economic losses. Traders should subsequently train due warning whereas investing or buying and selling in shares. Dailyraven Applied sciences or the writer are usually not answerable for any losses brought about on account of the choice based mostly on this text. Please seek the advice of your funding advisor earlier than investing.
