PM KUSUM 2.0: ₹50,000 Cr for Solar Pump & Agrivoltaics! Best Stocks to Buy Now ! Dipan Mehta

The video examines the strategic importance of the upcoming government scheme, PM-KUSUM 2.0, highlighting its goal to modernize Indian agriculture through the widespread adoption of solar water pumps. This move aims to reduce the reliance on costly diesel-based irrigation and environmentally unfriendly practices, while simultaneously providing a new income stream for farmers through agrivoltaics—a concept that enables farming underneath solar panels. The analyst argues that this policy shift creates massive growth opportunities for specialized manufacturing and installation companies. To substantiate this thesis, the video provides a detailed breakdown of three small-cap companies (Shakti Pumps, Oswal Pumps, and GK Energy) that currently hold significant market share in this sector. The analysis covers their financial health, market position, and future growth potential in light of this expected funding. Ultimately, the presenter suggests that these companies could see substantial revenue growth as the government implements this, while cautioning viewers that this is not investment advice and requires further personal research.