India Nuclear Industry Report 2026

The most consequential year in India's nuclear history demands a new reference document. The 2026 edition of this 87-page report covers the transformed post-SHANTI Act landscape in full — written for international companies that need to act now, not monitor from a distance.

Key topics covered in this report include:

• The SHANTI Act, 2025: what changed, what it means commercially, and what remains unresolved

• PFBR first criticality (6 April 2026): India enters Stage 2 of its three-stage programme

• India's 100 GW nuclear target: the pipeline, the investment, the timeline

• The BSR programme: six industrial giants, 16 sites, and the entry point for international suppliers

• The nuclear delivery ecosystem: NTPC, EIL, JVs, and the new project vehicles

• Fuel, regulation, and safety readiness for the next phase

• International partnerships: Westinghouse, EDF, Rosatom and what the SHANTI Act unlocks

• Financing, liability, and insurance — the hidden constraint on scale-up

• India's advanced nuclear pathway: fast breeders, thorium, and next-generation reactors