Vinit Bolinjkar’s bullish on IRB Infra & Mahindra Holiday Resorts. Here’s why
“IRB and Adani are best placed to gain from this new shift in format from HAM and EPC to asset ownership. We believe that IRB should do very well from this. Additionally, because of the private InvITs, they are able to leverage their balance sheet and within the InvITs also, there is a lot of repricing going on because the thoroughfare and the traffic numbers and the servicing of the debt is very strong.”