“Dipan Mehta is bullish on the capital goods, engineering, procurement, and construction (EPC) sectors, citing a strong upward capex cycle and record order book positions that provide 2-3 years of earnings visibility at reasonable valuations. He particularly favors companies like L&T and KEC International that have diversified revenue streams from overseas orders, despite acknowledging execution risk.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%