FM proposes Rs 20,000 crore outlay for carbon capital ulitilisation technologies; stocks trade lower

Moneycontrol in a report in August 2026 had noted that the Union Government was finalising the roadmap and outlay for the much anticipated Carbon Capture, Utilisation and Storage (CCUS) Mission.

• FM announces Rs 20,000 crore for carbon capture tech over five years
• NTPC and Tata Steel stocks fell, UltraTech Cement traded flat after the news
• Funds target decarbonisation in power, steel, cement, refineries, and chemicals

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Beneificiary stocks traded mixed as FM Nirmala Sitharaman announced a Rs 20,000 crore outlay for Carbon capture utilization  and storage technlogies for the next five years. "Carbon capture utilisation and storage technologies will achieve higher readiness and an end use application across five industrial sectors, including power, steel, cement, refineries and chemicals." For this she announced that an outlay of Rs 20,000 crore is proposed over the next five years.

Despite the announcement, at 12 noon, stocks for NTPC were trading nearly 2 percent lower, Tata Steel was trading at nearly 6 percent lower while building material stocks like UltraTech Cement was trading flat.

Carbon Capture, Utilisation and Storage (CCUS) is a process that captures carbon dioxide (CO2) from industrial sources and power plants before it enters the atmosphere. The captured CO2 is then transported to be either utilized in various products like chemicals, building materials, or fuels, or permanently stored in underground geological formations, such as depleted oil and gas reservoirs or saline aquifers.

Moneycontrol in a report in August 2026 had noted that the Union Government was finalising the roadmap and outlay for the much anticipated Carbon Capture, Utilisation and Storage (CCUS) Mission.

"We are working on finalising the mission roadmap. Discussions are also on to finalise the total outlay," , Rajnath Ram, advisor for energy, natural resources and environment, Niti Aayog. said at the 'Third Energy Summit of the Indo-American Chamber of Commerce' in New Delhi on August 26.

On the announcement, Anant Chaudhary, Research Analyst noted, "The Budget’s allocation of Rs 20,000 crore over five years for carbon capture across power, steel, cement, refineries, and chemicals signals a clear push toward industrial decarbonisation. This supports long-term capex and technology adoption, with potential beneficiaries including NTPC, Tata Steel, JSW Steel, UltraTech Cement, and Reliance Industries, as sustainability-linked investments gain momentum."