Bullish for BHEL, L&T: India Targets 100 GW Nuclear Capacity by 2047

BJP MP Shringla announced India's ambitious target of achieving 100 GW nuclear capacity by 2047, citing the recently passed Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India (SHANTI) Act, 2025, as the foundation for this expansion.

This is a significant long-term policy signal for India's energy sector, indicating a strong commitment to nuclear power as a key component of its energy mix. Such a massive capacity addition will require substantial investment and create opportunities across the nuclear supply chain.

Companies like Bharat Heavy Electricals (BHEL), a major equipment supplier for power plants, and Larsen & Toubro (L&T), involved in EPC for large infrastructure projects, are likely to benefit significantly from increased orders and project execution. The entire nuclear energy ecosystem, including component manufacturers and service providers, will see a boost.

Traders should monitor government tenders, policy details on nuclear power project financing, and specific announcements from NPCIL regarding new plant constructions or expansions. Any partnerships with international nuclear technology providers would also be a key development to watch.

• •India targeting 100 GW nuclear capacity by 2047.
• •Supported by the SHANTI Act, 2025.
• •Announcement made by BJP MP Shringla.
• •Risk flag: Project delays
• •Risk flag: Regulatory hurdles