Gautam Adani used the Adani Enterprises AGM to unveil a 10‑gigawatt nuclear programme aimed at bolstering India’s energy security. The conglomerate will enter the sector through Adani Atomic Energy, which has already earmarked land for the project and targets full capacity by 2035. The move signals an early play in a market newly open to private developers.

India’s policy shift last year opened reactor construction to private firms, and Adani has been in talks with a northern state on a commercial site. Adani Power is rolling out the country’s largest private‑sector investment – over 2 trillion rupees ($21.1 billion) for 45 GW of capacity. The group also logged a record 1.5 trillion‑rupee infrastructure spend, about 30% of India’s new private‑sector capex.

Adani Enterprises’ shares have risen roughly 35% this year, pushing the flagship’s market value to nearly 3.9 trillion rupees and restoring the nine listed group companies to pre‑Hindenburg levels. With U.S. criminal and civil probes settled, the nuclear venture adds a long‑term, round‑the‑clock revenue stream to a portfolio already weighted toward ports, power and aerospace. The project stands as a core growth pillar for the conglomerate.