Newsletter
L&T has secured an order worth ₹1,000–2,500 crore from the Nuclear Power Corporation for the Kudankulam Nuclear Power Project (Units 5 & 6) in Tamil Nadu. The stock rose over 2% on the news.
The deets: the contract covers the full mechanical package including installation of the nuclear reactor and turbine systems, sea water systems, cranes, equipment, piping, painting, structural steel, insulation, anti-corrosion coating, and testing across multiple facilities.
In short, the company will handle the heavy-duty engineering that makes the plant tick.
Why it matters: Kudankulam is India’s largest nuclear power station, crucial for adding stable, clean baseload energy to the grid. Projects like these reduce dependence on fossil fuels while giving Tamil Nadu and the southern grid a steady supply of electricity.
This win comes just a day after L&T bagged a ₹2,500–5,000 crore contract for the Mumbai–Ahmedabad bullet train project, cementing its position as the go-to player for India’s mega infra projects.
Zoom out: as of 2025, India operates 24 reactors with about 7,500 MW capacity. The expansion is underway with 10 new reactors under construction, and projects like Kudankulam in Tamil Nadu and Gorakhpur in Haryana are leading the charge.
The government’s long-term plan is to raise nuclear capacity to 22,480 MW by 2031, with a focus on pressurised heavy water reactors (PHWRs) designed indigenously.
