Pratik Bagadia
Mar 18, 2026Private Post
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Pratik Bagadia
15+ years in stock markets | Holds Guinness World Record | Decoding Micro-caps and Small-caps companies | IPO analysis | Fortunate to be invited on Podcasts to share market views | Not SEBI registered or affiliated to any other global advisory body | Views personal, no Buy/Sell recommendation
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Joined on 26th November 2025
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