MediumPositive
Announced Wed, 1 Jul · 12:36 IST

Stocks to buy for the long term: Axis Bank, Delhivery among Ventura's top picks with 19% to 58% upside

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Ventura Securities has recommended 10 stocks for long-term investment over the next 1-2 years, including Axis Bank, Delhivery, CG Power, Shaily Engineering Plastics, Tilaknagar Industries and JSW Energy, with potential upside ranging from 19 percent to 58 percent. The recommendations come against the backdrop of the Nifty 50 losing around 9 percent in H1CY26 due to Middle East conflict, crude oil volatility, weak rupee and heavy FII outflows, with experts expecting a rebound in H2CY26 as oil settles near 75 dollars per barrel post a US-Iran peace deal. Key highlights include CG Power's around 27,484 crore order book and transformer capacity expansion to 85,000 MVA by FY28, JSW Energy's locked-in capacity of 32.1 GW already exceeding its FY30 target of 30 GW, and Shaily Engineering's pen injector capacity scaling from 30-35 million units to 150-160 million units by FY28.