Deven Choksey of KR Choksey told CNBC-TV18, "Voltas and Crompton Greaves certainly makes a case for getting into the portfolio. A lot of clarity is still not there from the European side of their business activity but certainly India side activity remains positive in Crompton. With the Power Grid releasing more amount of orders and the transformer activities started to picking up, many of the companies are saying that they are seeing the kind of enquiries in the order inflow coming in from the transformers."
"Certainly that is where the domestic market likes of Crompton, BHEL would register a case for getting more amount of business. I do include them into the portfolio but at the same time, Voltas and Crompton Greaves for that matter have had a good run up. So once they cool off or once they come down in some correction, it would be once again a case to add them back into the portfolio," he added.
Discover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!