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The Cabinet extended Jal Jeevan Mission until Dec 2028 as JJM 2.0, with an Rs 8.69 lakh crore outlay. Beneficiaries include Supreme Industries, Welspun Corp, Va Tech Wabag, etc.
Jal Jeevan Mission has been extended until 2028 to expand the coverage and becoming service delivery oriented
The Cabinet on Tuesday announced to extend Jal Jeevan Mission until December 2028, but in a new form and purpose under branding JJM 2.0, from infrastructure creation to service delivery.
A total outlay of Rs 8.69 lakh crore with total central assistance of Rs 3.59 lakh crore has been approved for Jal Jeevan Mission 2.0.
Under JJM 2.0, a uniform national digital framework, namely ‘Sujalam Bharat’ will be instituted, under which every village will be assigned a unique Sujal Gaon / Service Area ID, digitally mapping the complete drinking water supply system from source to tap.
A Gram Panchayat will certify completion of works and declare itself “Har Ghar Jal” only upon confirmation that adequate in-village operation and maintenance mechanisms have been established by the State Government.
With the extension of the scheme in a new avatar, listed companies engaging in the production of pipes and motors will directly get the benefit.
Investors can tap on the following companies that may see a rise in orders and businesses from the government after the extension of Jal Jeevan Mission.
Pipe & Water Transmission Companies
Supreme Industries, Welspun Corp, Indian Hume Pipe Company, Prince Pipes and Fittings, and Finolex Industries will be among the beneficiaries because the scheme requires thousands of km of pipelines to carry water to villages.
Water Treatment & Engineering Companies
Apart from pipe manufacturing companies, those firms engaged in treatment plans, filtration systems, desaliation and water recycling will see the impact. Key listed stocks to watch in this segment are: Va Tech Wabag, Ion Exchange (India), Jash Engineering, and Enviro Infra Engineers.
Pumps & Equipment Companies
Pump and equipment manufacturing companies will also remain in focus because of higher demand after the extensions. Companies you can track are: Shakti Pumps and Roto Pumps.
Other than the abovementioned companies, Larsen & Toubro, NCC Limited, KEC International and PNC Infratech can see a rising demand of orders as they engage in large water infrastructure.
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March 11, 2026, 11:10 IST
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