$1 Trillion ki opportunity is sector mein?

India is grappling with a severe water crisis, with 600 million people currently facing acute shortages, and water demand expected to exceed supply by 50% by 2030. This environmental challenge is creating a massive investment opportunity in the water and wastewater treatment industry, which is part of a global sector projected to exceed $1 trillion by 2029.

This episode dives into two major companies leading India’s water infrastructure boom. We analyse one company—an EPC leader focused primarily on government-funded schemes like AMRUT 2.0—which has shown spectacular sales and profit growth but faces consistent pressure on operating cash flow due to slow government collections.

We compare this to a competitor with a diversified model encompassing engineering, chemicals, and consumer products, which shows stable growth but fluctuating margins.

We explore the massive order books of these players and the crucial challenge of converting high profitability into sustainable cash flows amid high working capital demands and execution risks.
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Name of the Research Analyst - Cleyon Savio Dsouza
Name of the Creator - Aleena Rais
RA link - https://groww.in/pages/sebi-research-...