Jal Jeevan Mission 2.0: Which Stocks to Watch?

#2 Enviro Infra Engineers

Next on the list is Enviro Engineers.

The company specialises in providing comprehensive water and wastewater management solutions across India, offering end-to-end services to meet the critical requirements of both municipal and industrial sectors.

Its portfolio includes turnkey execution of Sewage Treatment Plants (STPs) and sewerage systems, Water Treatment Plants and water supply systems, as well as Common Effluent Treatment Plants.

Enviro Infra Engineers undertakes projects tailored to diverse local infrastructure needs.

Jal Jeevan Mission 2.0 positions EPC players involved in water and wastewater treatment projects as key participants in the expanding rural water infrastructure ecosystem.

Going forward, the company plans to focus on three priorities. It aims to deepen its presence in high-potential states, expand its EPC and operations & maintenance (O&M) portfolio, and invest in digital and green technologies to make wastewater infrastructure more efficient and sustainable.

For more details, see the Enviro Infra Engineers Ltd. company fact sheet and quarterly results

#3 Jindal Saw

Next on the list is Jindal Saw.

Jindal Saw is leader in the coated and bare pipe industry, with an extensive portfolio of pipe products to prominent clients in India and abroad.

Its offerings comprise welded pipes for water and oil & gas applications; corrosion-resistant iron pipes for water and wastewater applications; and non-welded pipes and tubes for industrial uses.

The portfolio also includes welded and non-welded pipes and tubes crafted from various grades of stainless steel, serving diverse industries.

Going forward, the company plans to expand its global footprint.

For more details, see the Jindal Saw company fact sheet and quarterly results.

#4 NCC

Next on the list is NCC.

NCC ltd is a leading infrastructure and construction enterprise headquartered in Hyderabad, India.

Established in 1978, the company has built a strong legacy of more than four decades in the Indian infrastructure sector, with a diverse portfolio spanning multiple verticals such as buildings, transportation, water & environment, irrigation, mining, railways and electrical (T&D).

The company's irrigation vertical plays a key role in strengthening water infrastructure by executing major, medium, and minor irrigation projects that support agricultural development and water resource management.

With a pan-India presence, NCC undertakes projects in segments such as water supply, affordable housing, healthcare infrastructure, transportation, smart metering, internet connectivity, and mining.

Its project portfolio is aligned with key national initiatives, including the Jal Jeevan Mission and other large-scale infrastructure programmes.

Going forward, the company will focus on enhancing operational efficiencies and expanding its presence across high-growth verticals.

For more details, see the NCC company fact sheet and quarterly results.

#5 Roto Pumps

Next on the list is Roto Pumps.

Established in 1968, Roto Pumps is a pioneer in manufacturing progressive cavity pumps in India.

The company provides efficient and reliable pumping solutions to a wide range of industries, including wastewater, sugar, paper, oil & gas, chemicals, and more. It has a state-of-art manufacturing unit and a modern R&D center. The company exports to 55+ countries.

Going forward, the management is focused on executing a planned expansion strategy, strengthening strategic global partnerships, and establishing new branches and subsidiaries abroad.

For more details, see the Roto Pumps company fact sheet and quarterly results.

Other Stocks to Watch Amid Jal Jeevan Mission 2.0

Apart from the companies mentioned above, several other players across the water infrastructure and pipeline ecosystem are also worth tracking amid the rollout of Jal Jeevan Mission 2.0.

Companies such as Larsen & Toubro, Jain Irrigation Systems, SPML Infra, and Electrosteel Castings operate across key segments such as pipeline manufacturing, irrigation systems, water supply networks, and EPC execution of water infrastructure projects.

Conclusion

India's water infrastructure sector is gaining momentum, driven by rapid urbanisation, industrial growth, and increasing climate-related water scarcity.

The rising pressure on water resources is also accelerating the adoption of solutions such as desalination, wastewater recycling, and zero-liquid discharge systems, opening up new high-tech opportunities across the sector.

At the same time, large government initiatives such as the Jal Jeevan Mission, aimed at providing tap water to rural households, and AMRUT 2.0, focused on strengthening urban water supply and sewage infrastructure, are injecting significant capital into the ecosystem with an emphasis on reliable supply and improved waste management.

These developments are expected to bolster companies operating in water infrastructure, treatment, and pumping solutions, supporting growth opportunities in the sector going forward.