Nuclear Power ko mila Budget ka Full Support!
Budget 2026-27 ne Nuclear Energy ko boost dene ka full plan bana liya hai. Finance Minister ne announcement ki hai ki nuclear power projects ke liye jo bhi import items lagenge, un par customs duty ko 2035 tak ke liye maaf kar diya gaya hai. Ye sabhi plant capacities par apply hoga, matlab ab setup karna sasta ho jayega.
Private Players ki Entry Aur 100 GW Ka Target
Is baar Budget ne SHANTI Act ke through private sector ki entry ko bhi legally confirm kar diya hai. Government ka ambition hai ki 2047 tak desh mein 100 GW nuclear energy generate ho, jo current 8.8 GW se kaafi zyada hai. Is bade target ko achieve karne ke liye lagbhag $211 billion USD ka investment chahiye hoga.
NTPC aur BHEL ka Kya Hoga?
Public sector ki badi companies jaise NTPC, jiska market cap around ₹3,45,007 Crore hai aur P/E 14.14 chal raha hai, woh is expansion mein important role play karegi. Wahi, BHEL, jo equipment manufacturing mein hai, uska P/E ratio 112.33 par hai aur stock ₹176 se ₹305.90 ke beech mein trade kar raha hai. BHEL ki profitability filhal thodi challenging lag rahi hai, par company ka market cap ₹91,526 Crore hai.
Tech Upgrade Aur Global Trend
Customs duty waive hone se specialized equipment, jaise ki global market mein popular Light Water Reactor (LWR) technologies ko India mein lana aasan ho jayega. Bhale hi Budget ke din overall market mein STT hike ki wajah se thoda dip dikha ho, par nuclear sector ke liye ye policies long-term growth ke liye hain. Duniya bhar mein decarbonization ko lekar Nuclear Energy ka revival ho raha hai, aur India bhi is trend ko follow kar raha hai.