El Nino effect could re-rate in the water sector once again
Some of the Water, Environment & Sustainability Theme
1. Water Treatment & Purification
Jal Jeevan Mission and industrial effluent treatment mandates boost water tech demand.
- Key stocks to benefit: VA Tech Wabag, Ion Exchange, Thermax, IVRCL
2. Municipal Water Infrastructure
Smart city and piped water projects create large-scale municipal water investment.
- Key stocks to benefit: Kirloskar Brothers, KSB India, Pumpenbau (Flowserve), Xylem India
3. Effluent & Sewage Treatment
Environmental compliance norms and NAMAMI Gange drive sewage treatment capacity.
- Key stocks to benefit: VA Tech Wabag, Enviro Control Associates, Praj Industries, Suez India
4. Air Pollution Control
Industrial pollution norms and urban air quality mandates drive control system demand.
- Key stocks to benefit: Thermax, Forbes Marshall, CECO Environmental India, GEA India
5. Waste Management & Recycling
Extended Producer Responsibility and circular economy push waste management growth.
- Key stocks to benefit: Ramky Enviro Engineers, Antony Waste Handling,
6. Carbon Management & ESG Services
India's net-zero commitment and corporate ESG disclosures drive carbon management demand.
- Key stocks to benefit: EKI Energy Services, Praj Industries, Sterling Wilson, KPI Green Energy
7. Environmental Monitoring
Regulatory compliance and real-time pollution tracking drive monitoring solution demand.
- Key stocks to benefit: Netsol Technologies, Yuktix Technologies, Earth Systems, Enviro Solutions
8. Bio-Remediation & Soil Health
Soil degradation concerns and organic farming push drive bioremediation market growth.
- Key stocks to benefit: Godrej Agrovet, Biocon, Syngenta India, PI Industries