The trend of earning and investment in India is changing rapidly. Amidst growing urbanization, the expansion of new industries, and the emergence of data centers everywhere, water scarcity has emerged as a major challenge. However, amidst this crisis, a significant opportunity for earnings is hidden for investors. To tackle this problem, the government is investing heavily in infrastructure ranging from water supply to wastewater treatment. Backed by major government projects like the Jal Jeevan Mission, AMRUT scheme, and Namami Gange, India’s water infrastructure market is soon set to touch the massive figure of ₹6.51 lakh crore. The direct and bumper benefit of this historic investment by the government is set to reach three major companies in the stock market.
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The Golden Surge: Capitalizing on India’s Escalating Water Infrastructure Market
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Data from the leading rating agency, CRISIL, clearly testifies to the golden future of this sector. Between the financial years 2020 and 2024, the total size of the country’s water and wastewater market was about ₹3.95 lakh crore. Now, it has been strongly estimated that between the financial years 2025 and 2029, this market will take a long leap and reach between ₹6.31 lakh crore and ₹6.51 lakh crore. This simply means that these select companies associated with the water business are not going to face any shortage of work and orders for many years to come.
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WPIL’s Global Strategy: Resilience Through International Expansion
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WPIL, a leading company that provides everything from pump manufacturing to turnkey water solutions, does not limit its business to India alone but has also expanded its footprint in foreign markets like Italy and South Africa. During the financial year 2025-26, there was a slight impact on its domestic business due to a delay in receiving government funds, but its foreign projects compensated for this in a spectacular manner. This is the reason why the company’s net profit has reached the level of ₹199.7 crore. At present, the company has old orders worth ₹4,936 crore in hand, while it has received additional work worth ₹3,000 crore due to a new acquisition in South Africa. The current stock price in the market is hovering around ₹493.55.
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EMS Engineering: Navigating Temporary Headwinds with a Robust Order Pipeline
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EMS is a premier engineering company whose business is nearly 75 percent dependent on large-scale water projects. The company focuses primarily on major schemes like the government’s ambitious ‘Namami Gange’. Although there was a 24 percent decline in revenue last fiscal year due to some payment delays, the company currently has a solid order book of ₹1,837 crore. The company’s management considers this a temporary issue and expects a major recovery in the coming days. Currently, its stock is trading at the level of ₹419.90.
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Welspun Enterprises: Dominating the Water Infrastructure Frontier
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Welspun Enterprises appears to be the biggest player in the water business arena. It will surprise you to know that this company is building the country’s first multi-story wastewater treatment plant in Dharavi, Mumbai. More than 70 percent of the company’s total order book comes solely from water-related projects. At this time, the company has a backup of massive orders worth ₹13,817 crore. In the last fiscal year, its net profit jumped 11 percent to reach ₹393 crore. Its stock is firmly holding its ground at the ₹572.45 level in the market.
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