We recently added BHEL to our model portfolio, This is not a market darling but works fine with our strategy of buying reasonable quality with margin of safety. I personally feel there are strong tail winds for the sector in next 2-3 years

You can read a detailed fantatstic analysis done by Safal Niveshak here I could not have added any more to the above, You can also read another interesting observation on BHEL here (Refer comments section to understand underlying theme)

 

Lastly we have updated our model portfolio page, do visit

Mr. Market is becoming expensive by the day and it is very tough to find reasonably priced opportunities. Our hunt continues

Happy Investing