Ventura Research has identified a basket of Indian equities with significant long-term upside potential, led by Axis Bank and logistics firm Delhivery.
Vinit Bolinjkar, head of research at the brokerage, projects gains ranging from 19% to 58% for these selections, positioning them as core holdings for investors looking to capitalize on a market recovery.
The benchmark index shed approximately 9% in H1CY26, weighed down by a confluence of external pressures including the escalating Middle East conflict, volatile crude oil prices, and a weakening rupee.
The recommendations arrive as the Nifty 50 attempts to stabilize after a turbulent first half of 2026.
The benchmark index shed approximately 9% in H1CY26, weighed down by a confluence of external pressures including the escalating Middle East conflict, volatile crude oil prices, and a weakening rupee.
Heavy foreign portfolio outflows further exacerbated the sell-off, creating a challenging environment for domestic equities.
Despite the broader market weakness, Ventura sees structural opportunities in specific sectors.