Stocks to Buy for Long Term: Ventura's Top 10 Picks with Up to 85% Upside

Stocks to Buy for Long Term: Ventura's Top 10 Picks

Despite geopolitical uncertainty, crude oil volatility, and foreign investor outflows, Ventura's Head of Research Vinit Bolinjkar remains constructive on the Indian equity market.

According to Bolinjkar, the Nifty 50 could finish 2026 in the 26,000–27,000 range, implying an upside of around 8–12% from current levels. He believes future gains are likely to be driven by earnings growth rather than valuation expansion.

Market Outlook

Ventura expects Indian equities to remain on a gradual growth path during the remainder of the year.

Positive Factors

• Healthy corporate earnings growth
• Strength in financial stocks
• Recovery in automobile demand
• Industrial sector expansion
• Improvement in consumption

Key Risks

• Crude oil price volatility
• Weakness in the Indian Rupee
• Foreign institutional investor (FII) outflows
• Corporate earnings downgrades
• Global geopolitical uncertainty

Overall, Ventura believes the long-term outlook remains constructive despite intermittent market volatility.

Ventura's Top 10 Long-Term Stock Picks

• Shaily Engineering Plastics — Capital Goods — 19% Upside
• CG Power & Industrial Solutions — Capital Goods — 37% Upside
• Ather Energy — Automobile — 28% Upside
• RBL Bank — Banking — 31% Upside
• Trent — Retail — 35% Upside
• Delhivery — Logistics — 37% Upside
• JSW Energy — Power — 41% Upside
• Urban Company — Consumer Services — 41% Upside
• Brigade Hotel Ventures — Hospitality — 70% Upside
• Aurionpro Solutions — Information Technology — 85% Upside

Sector-Wise Investment Highlights

Shaily Engineering Plastics

Ventura believes Shaily Engineering Plastics is well-positioned to benefit from rising demand for injectable biologics and GLP-1 therapies.

The brokerage expects future growth to be supported by

• Expansion of pen injector manufacturing capacity
• Strong pharmaceutical client base
• High switching costs
• Vertically integrated manufacturing model

CG Power & Industrial Solutions

CG Power is expected to benefit from India's long-term infrastructure growth.

Growth drivers include

• Electrification projects
• Grid modernization
• Railway capex
• Data centre expansion
• Semiconductor manufacturing
• Railway electrification projects

Ather Energy

Ventura believes Ather Energy remains one of the leading beneficiaries of India's growing electric vehicle market.

Key positives include

• Rising EV adoption
• Expanding charging network
• Strong product portfolio
• Improving profitability outlook

RBL Bank

The brokerage expects RBL Bank to benefit from

• Improved asset quality
• Strong capital position
• Better loan mix
• Higher earnings visibility
• Improving return ratios

Trent

Ventura remains optimistic on Trent due to

• Strong retail expansion
• Private-label business model
• Healthy earnings visibility
• Asset-light strategy
• Organized retail growth opportunity

Delhivery

According to Ventura, Delhivery continues to benefit from

• India's growing logistics sector
• Rising e-commerce shipments
• Technology-led operations
• Better shipment density
• Improving operating leverage

JSW Energy

The brokerage believes JSW Energy has strong long-term growth prospects due to

• Renewable energy expansion
• Large contracted capacity pipeline
• Energy storage investments
• Strong earnings visibility
• Long-term power purchase agreements

Urban Company

Urban Company is expected to benefit from

• Rising urbanization
• Growth in organized home services
• Expansion into new business verticals
• International opportunities
• Improving profitability

Brigade Hotel Ventures

Ventura expects Brigade Hotel Ventures to benefit from

• Luxury hotel expansion
• Strong development pipeline
• Signed management agreements
• India's hospitality growth cycle
• Improving margins and profitability

Aurionpro Solutions

Aurionpro Solutions offers the highest expected upside among Ventura's recommendations.

The company is expanding across

• Banking technology
• AI-led lending platforms
• Transit technology
• Data centre infrastructure
• Recurring software revenue models

Highest Upside Stocks

• Aurionpro Solutions — 85% Potential Upside
• Brigade Hotel Ventures — 70% Potential Upside
• JSW Energy — 41% Potential Upside
• Urban Company — 41% Potential Upside
• CG Power & Industrial Solutions — 37% Potential Upside
• Delhivery — 37% Potential Upside
• Trent — 35% Potential Upside
• RBL Bank — 31% Potential Upside
• Ather Energy — 28% Potential Upside
• Shaily Engineering Plastics — 19% Potential Upside

TrendRipperX View

Ventura's latest recommendations cover multiple sectors including banking, power, capital goods, automobiles, logistics, hospitality, consumer services, retail, and information technology.

The brokerage expects long-term earnings growth to remain the key driver of stock performance, while investors should continue monitoring macroeconomic conditions, corporate earnings, and global developments before making investment decisions.

Disclaimer

This article is published solely for educational and informational purposes and should not be considered financial, investment, legal, or tax advice. The information presented is based on publicly available sources and is believed to be accurate at the time of publication; however, TrendRipperX does not guarantee its completeness or accuracy.

TrendRipperX is not registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser or Research Analyst. Any views expressed are for informational purposes only and do not constitute a recommendation to buy, sell, or hold any security.

Investments in the securities market are subject to market risks. Readers should conduct their own research and consult a SEBI-registered financial advisor before making any investment decisions.