Bullish on BHEL: Avinash Gorakshekar, Anagram Capital Ltd

ET now spoke to Avinash Gorakshekar, Head Of Research, Anagram Capital Ltd., on his stock pick.

Your top stock idea?

I would prefer something like a BHEL or L&T on the large cap space because BHEL last week was hammered very badly and a large cap stock being hammered badly for just market sentiment, here you have got a company which has got a revenue visibility for the next 3 years, excellent management, it is liked by the FIIs.

So in the large cap, my comfort would go on these stocks where the balance sheet continues to be strong and it is a matter of time when this stock will actually come back. So BHEL definitely from the large cap space and capital goods is going to be an outperformer. Our sense is this has been a laggard. So next second half is you are going to see these companies putting up better numbers.