Saurabh Mukherjea, CEO-Institutional Equities at Ambit Capital prefers Ashoka Buildcon, VA Tech Wabag and Sadbhav Engineering in the infrastructure sector.
Saurabh Mukherjea, CEO-Institutional Equities at Ambit Capital told CNBC-TV18, "What we have advised our clients over the last five years and what we are continuing to tell clients is that there are very few companies in the infrastructure sector which have execution competence. So you need to have decent balance sheet, you need to have capital, we also need to have the ability to manage projects well."
"There are only three companies that I can see which tick those boxes, Sadbhav Engineering which is a road builder, Ashoka Buildcon is another road builder and the third one is VA Tech Wabag which does municipal corporation's water purification projects. So in this smallcap and midcap space, that is what I would point investors towards," he added.
"In the largercap space, there is Larsen and Toubro (L&T), the behemoth in the sector, which will be a natural beneficiary of post election orderflow. So you can either play L&T, which is a trade, which has already had a good run from Rs 700 to Rs 1,200 in the space of six months but I would say more interesting for me would be Ashoka Buildcon, VA Tech Wabag and Sadbhav Engineering."
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