By FMTeam The public sector enterprise (PSU) setting in India has attractive investing possibilities, especially in the infrastructure and energy industries. At the front of India’s energy change are two important companies that need attention: Bharat Heavy Electricals Limited (BHEL) and NHPC Limited. Understanding how these government-supported businesses handle market dynamics while achieving national development goals may be learned by studying the share price paths of BHEL and NHPCC.
The Manufacturing Powerhouse: BHEL’s Strategic Position
BHEL is India’s biggest engineering and manufacturing company in the energy and building fields, having been formed in 1964 under the Ministry of Heavy Industries. The firm is perfectly positioned to take advantage of India’s various energy needs because to its extensive portfolio, which includes gas, hydro, thermal, nuclear, and solar photovoltaic options. With activities in 88 countries on six continents and 16 domestic production plants, BHEL displays an impressive worldwide footprint. Investor trust in Bhel’s order book is mirrored in the share price, especially after Indian Railways’ 2023 big tender for 80 Vande Bharat trains, which the company’s partnership with Titagarh Wagons Limited is expected to deliver over a 72-month period.
Financial Performance and Growth Trajectory
BHEL’s financial updates makes it clear that they are observing continuing growth, with total income rising by 11% from ₹21,579 crore in Financial Year 2022 to ₹23,880 crore in Financial Year 2023. The profit also grew by 10% post tax during the same time, from ₹410 crore to ₹448 crore. Additionally noteworthy is the Spares and Services business sector, which climbed by over 25% in FY 2023, showing the company’s potential to develop sustainable income streams outside of capital equipment sales. The performance of the BHEL share price and market perception are affected by these factors.
NHPC: Leading India’s Hydropower Revolution
NHPC was established in 1975 and it has emerged as India’s largest hydropower generator since then, with a total generate capacity of 7,097.20 MW as of September 2023. This includes 6,971.20 MW from 22 hydro units, 50 MW from wind power, and 76 MW from solar plants. About 14.88% of India’s overall hydroelectric potential is accounted for by the corporation. The government’s renewable energy programs and the company’s project execution skills—particularly its 15 current projects with a total installed capacity of 10,449 MW—are frequently correlated with changes in the price of NHPCC shares.
Diversification and Future Pipeline
As we know about India’s goal of generating electricity from non fossil fuel upto 50% by the year 2030. And NHPC is in a great situation to achieve that because of its growth into solar, geothermal, tidal, and wind energy in addition to traditional hydropower. Large projects include Parbati-II HEP (800 MW), Subansiri Lower HEP (2,000 MW), and Dibang Multipurpose Project (2,880 MW). Furthermore, 13 projects adding 4,847 MW are now being allowed. NHPC made 24,907 million units of energy in FY 2022–2023. The chances for the NHPC share price and investor sentiment toward the stock are greatly affected by such strong project pipelines.
Investment Considerations for PSU Energy Stocks
Both businesses profit from steady income flows, government backing, and their strategic importance to the nation’s infrastructure. With more than 9,000 engineers spread over 30,000+ workers, BHEL’s production experience improves NHPC’s operating skill in green energy. When judging these PSU chances, buyers who follow the price of BHEL and NHC shares should take into account factors including order book visibility, execution capability, government policy backing, and India’s shift to greener energy sources.