Aditya Shah, Founder, Hercules Advisors believes that the most compelling opportunities within the infrastructure sector lie in engineering, procurement and construction (EPC) companies that are backed by strong order books.
Speaking to ET Now, Shah said, "So basically, EPC constructors where the order book is really very strong, that is where the real gist is. Infra to that extent, somebody like Ahluwalia Contracts or somebody like PSP Projects where Adani has come in and Adani is really turning around the company in the sense that the order book has doubled over the last one year, mainly due to orders that are coming in from Adani."
