BHEL's overall parameters very good: Dilip Bhat, Prabhudas Lilladher

Dilip Bhat, Jt. Managing Director, Prabhudas Lilladher, in a chat with ET Now talks about his stock ideas.

Are you identifying any opportunities in the large cap space because even that has taken quite a beating?

In the large cap, something like BHEL has been punished far too badly and it has not participated in a very significant way. But considering the overall macro environment and particularly BHEL’s good visibility over next couple of year - despite the fact that the intake of the orders continues to be an issue of worry - the overall parameters are pretty good and pretty solid.

So BHEL certainly ranks as one of our top ideas and it can give a good 35-40% return from the current levels over next 8 to 12 months.