While several experts sound the alarm over India’s rising water deficit, analysts at PL Capital highlighted that water demand may exceed supply by nearly 2x by 2030, creating an infrastructure investment opportunity worth more than Rs 20 lakh crore over the next decade to bridge this gap.
In its report titled 'Water Megatrend 2.0', PL Capital noted that India accounts for nearly 18% of the global population but only 4% of global freshwater resources, creating a structural water deficit that necessitates sustained investment across the water value chain. “Unlike cyclical infrastructure themes, water security remains a national priority irrespective of political or economic cycles, underpinning a long-duration growth opportunity for water EPC, treatment, recycling, and O&M players,” it said.
