THREE NUCLEAR ENERGY EQUIPMENT STOCKS POISED TO SHINE IN 2026

India’s power consumption is at a record high and is rapidly increasing from here. However, as energy demand continues to rise, the challenge of cutting carbon dioxide emissions has become more urgent. In recent years, India has made steady progress in shifting from coal-based power to cleaner renewable sources. Nuclear power is a clean and environmentally friendly source of base-load electricity generation. Steps have been initiated to increase nuclear power capacity to fulfil the goal of achieving a 50% energy mix from non-fossil fuels. Below are 3 stocks that could benefit from nuclear energy:

- the company is primarily involved in the business of the generation, transmission, and distribution of electricity. It is exploring entry into the Small Modular Reactor (SMR) sector. The company is interested in future SMR implementation and is waiting for policy reforms to allow private involvement in India’s nuclear sector. - this is an engineering and construction company providing integrated services in erection, testing, and commissioning (ETC) of boilers, turbines and generators. The company's involvement with nuclear energy equipment started with a recent contract to construct civil infrastructure for turbine island packages at the Kaiga Atomic Power Project. - this is a heavy engineering and project execution company, and has diversified business offerings across core sectors with focus on EPC / turnkey projects, hi-tech manufacturing, engineering products and engineering services. The company manufactures critical core equipment for Indian nuclear power plants, including calandrias, end shields, heat exchangers, and dump tanks, for both Pressurized Heavy Water Reactors (PHWR) and Fast Breeder Reactors (FBR).