best stocks for road and infra theme.

Road construction and infrastucture looking promising. Which stocks best for the theme.

 

Best stocks are Sadbhav Engg, KNR Construction and Simplex IMHO. All have execution ability proven, low debt, good management.

 

IRB Infrastructure with the recent orders wins. HCC, IL&FS, GMR, Gammon Infrastructure to name a few.
Look at the budget for infra and public spending, maybe it'll give a boost to the sector and even the lenders.