Top Stock Picks By Gaurang Shah: Strong Bets In Cement, Defence, And Industrials

An analyst shares stock recommendations in the cement, defense, and engineering sectors. For cement, they highlight Ultratech, Dalmia Bharat, and Sagar Cement. In defense, BEL and Cochin Shipyard are mentioned. For engineering, the analyst lists L&T, Siemens, ABB, Case International, Cummins, and Ms.7, noting their strong earnings visibility and order books.