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SHUBINVESTS I SEBI RA

28th Sep · SEBI Registration INH000016913

When Water Becomes the Real Infrastructure

India’s irrigation resilience improved dramatically, but groundwater stress creates a long-term need for efficient water-management and micro-irrigation solutions. India’s irrigation story is a story of solving one problem and creating another. After Independence, dams and canals were built to protect agriculture from unpredictable monsoons. But the gap between irrigation potential created and actual utilisation became significant. Then came the tubewell revolution. Farmers gained more flexible access to groundwater, helping India strengthen food security. But this also increased groundwater extraction and electricity consumption. Today, the challenge is different: how do we produce more with less water? One company operating in this space is

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Jain Irrigation Systems Ltd. Its business includes micro-irrigation, agricultural solutions, pipes and water-management technologies. The company describes itself as a global micro-irrigation player serving farmers across multiple countries. Its FY2025-26 report showed consolidated revenue growth of 10.7%, while its Hi-Tech Agri business grew 20.5%. The bigger learning is not simply about one company. It is about how India’s agriculture infrastructure is evolving from moving more water to using water more efficiently.

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