Bullish on Alstom Projects, Man Infra: Mayank Shah

ET Now spoke to Mayank Shah, CEO, Anagram Capital, on his views on Alstom Projects and Man Infrastructure.

You have your picks as Man Infrastructure and Alstom Projects, your thoughts on these?

Alstom Projects is a favourite for about one year perspective. Basically in this capital goods, power space is definitely moving because of the infrastructure outlay by the government, as well as the push which has been taken from the industry all over.

They have a very healthy order book in hand. Current EPS is around 13.5. My estimate is about 18 to 18.5 in next one year's time and definitely, it can give a return of about 30% to 35% to the investors in one year's perspective.

Likewise Man Infra in the infrastructure space doing lot of work and the projects are in hand as well as lot of good orders which have been flowing in and the company has been showing a lot of strength and execution capabilities.