Nuclear Power Stocks: There is a strong global trend towards clean and sustainable energy, with nations rethinking their energy strategies. Nuclear power is playing a central role in this transformation. India is no exception. The country has given renewed importance to nuclear power through ambitious targets and strategic reforms. The Union Budget 2025-26 has set a target of achieving 100 GW of nuclear power generation capacity by 2047.
To support this goal, the Government of India has launched the “Nuclear Power Mission for a Developing India”. The main objective of this initiative is to increase domestic nuclear capacity, encourage private sector participation and accelerate the deployment of advanced nuclear technologies such as Small Modular Reactors (SMRs).
For this purpose, a dedicated fund of Rs 200 billion has been allocated for SMR research and development, with the aim of setting up at least five operational SMRs by 2033. With this policy move, nuclear power will play a transformative role in India’s energy future. Naturally, this initiative has made the nuclear power sector an exciting potential area. In this context, 4 nuclear power stocks have already been discussed as being ready to benefit from the promotion of renewable nuclear energy in the 2025 budget.
1. Sealmatic India
Sealmatic designs and manufactures API 682-compliant mechanical seals for nuclear power plants and other high-risk industries. The company provides long-lasting and reliable sealing solutions for nuclear reactors, where operational integrity is critical. As India expands its civil nuclear power infrastructure, Sealmatic can secure large-scale contracts for new power plants. The company’s experience in critical applications makes it ideal for nuclear reactor projects and maintenance contracts.
Sealmatic has a market capitalization of ₹423 crore, and a current share price of ₹467. The 52-week high and low of the stock are ₹863 and ₹442, respectively. The stock has a P/E ratio of 43.5, and a book value of ₹103. The dividend yield is 0.24%, ROCE (Return on Capital Employed) is 16.1%, and ROE (Return on Equity) is 11.8%. The company has a face value of ₹10.0, and EPS (Earnings Per Share) of ₹10.7. The promoter holding is 72.4%, which indicates the stability of the company.
Silmatic’s annual sales are ₹77.9 crore, and net profit is ₹9.72 crore. These financial indicators reflect the stability of the company and its important role in the nuclear industry. With the expansion of nuclear power in India, new opportunities are opening up for companies like Silmatic, which can further strengthen their growth and stability.
2. MTAR Technologies
MTAR Technologies is a technologically advanced company that specializes in manufacturing various engineered products that are critical to the nuclear sector. It manufactures and supplies critical components for nuclear power plants, highlighting its important role in the sector. The company is committed to sustainable energy solutions, and about 85% of its revenue comes from climate-positive sectors, including civil nuclear power.
MTAR has a market capitalization of ₹4,156 crore, and a current share price of ₹1,351. The 52-week high and low of the stock are ₹2,200 and ₹1,344, respectively. The stock has a P/E ratio of 92.9, which makes the stock highly valued. The book value is ₹228, and the dividend yield is 0.00%. The ROCE (Return on Capital Employed) is 11.4%, and the ROE (Return on Equity) is 8.37%. The company has a face value of ₹10.0, and an EPS (Earnings Per Share) of ₹14.5. The promoters hold 31.4%, indicating their significant role in the management of the company.
MTAR has annual sales of ₹636 crore, and a net profit of ₹44.7 crore. These financial indicators reflect the stability of the company and its contribution to the sustainable energy sector. With the growing demand for nuclear power and other climate-positive technologies, new opportunities are emerging for companies like MTAR, which can further strengthen their growth and stability.
3. L&T Technology Services
L&T Technology Services (LTTS) is a leading engineering services provider, established in 2012. It provides engineering, research and development (ER&D) and digitalization solutions across sectors such as transportation, industrial products, telecom and high-tech, medical devices and plant engineering. LTTS’s customer base includes 69 Fortune 500 companies and the world’s top 53 ER&D companies. The company also provides digital engineering consultancy services. LTTS went public on September 23, 2016 and is currently working with 296 global clients in over 25 countries.
LTTS has a market capitalization of ₹52,498 crore, and a current share price of ₹4,958. The 52-week high and low of the stock are ₹6,000 and ₹4,200, respectively. The stock has a P/E ratio of 42.5, which makes the stock highly valued. The book value is ₹502, and the dividend yield is 1.01%. ROCE (Return on Capital Employed) is 33.4%, and ROE (Return on Equity) is 25.8%. The company has a face value of ₹2.00, and EPS (Earnings Per Share) is ₹117. The promoters hold 73.7%, indicating their strong position in the management of the company.
LTTS has annual sales of ₹9,334 crore, and a net profit of ₹1,236 crore. These financial indicators reflect the stability of the company and its strong position in the engineering and ER&D sector. Companies like LTTS are expanding their footprint globally in line with the growing demand for digitalization and sustainable technologies.
4. HCC
Hindustan Construction Company Limited (HCC) was established in 1926 and is the flagship company of the HCC Group. It is involved in the engineering and construction of infrastructure projects such as dams, tunnels, bridges, hydro, nuclear and thermal power plants, expressways, roads, marine works, water supply, irrigation systems and industrial buildings across the country. The company continues to play a significant role in the development of infrastructure in India.
HCC has a market capitalization of ₹4,683 crore, and a current share price of ₹25.7. The 52-week high and low of the stock are ₹57.5 and ₹25.5, respectively. The stock has a P/E ratio not mentioned, but a book value of ₹1.45. The dividend yield is 0.00%, and the ROCE (Return on Capital Employed) is 21.4%. The ROE (Return on Equity) information is not mentioned. The company has a face value of ₹1.00, and EPS (Earnings Per Share) of ₹1.62. The promoters hold 16.7%, indicating their role in the management of the company.
HCC has annual sales of ₹6,003 crore, and a net profit of ₹268 crore. These financial indicators reflect the stability of the company and its significant contribution to the infrastructure sector. Companies like HCC are continuously contributing to the development of India’s infrastructure, which plays a supporting role in the country’s economic growth.