Supportive market breadth and gains across small-cap indices point to healthy domestic participation, even as Gift Nifty signals a mildly negative opening. Ventura’s options data places Nifty resistance at 24,300 and support around 24,000.

Strong DII buying of ₹2,124 crore and supportive market breadth are helping cushion ₹543 crore of FII selling. Ventura expects a mildly cautious opening despite positive US market cues.

Tempsens Instruments has received strong demand across investor categories, while Ventura maintains a ‘Subscribe’ view. The company’s specialised thermal engineering and cable solutions offer exposure to India’s industrial expansion.

Nifty’s immediate resistance stands at 24,288–24,325, while options data shows maximum Call OI at 24,300 and Put OI at 24,000. Ventura’s derivatives setup points to a closely watched trading range.

Skyways’ EBITDA rose from ₹49.5 crore to ₹128.7 crore between FY24 and FY26, while PAT increased to ₹41 crore. Ventura’s positive view is supported by the company’s expanding logistics operations and improving margins.

Strong credit growth, healthy asset quality and reasonable valuations are supporting private banks, according to Ventura’s Vinit Bolinjkar. He believes the sector offers a buying opportunity for investors with a 2–3 year horizon, with HDFC Bank among his preferred picks.

Augmont’s presence across bullion trading, refining, manufacturing and digital gold provides multiple growth avenues, supporting Ventura’s positive view on the IPO.

Tempsens Instruments is positioned to benefit from India’s manufacturing expansion and rising industrial automation, with its technical capabilities offering a competitive edge. Ventura maintains a positive view on the IPO.

Indian equities saw broader participation, with the NSE advance-decline ratio improving to 2,106:1,402 and the Nifty Smallcap 100 gaining 0.68%. IT, FMCG and financial services were among the key sectoral outperformers.

Augmont’s presence across bullion trading, refining, manufacturing and digital gold gives it multiple growth avenues, according to Ventura. The brokerage maintains a ‘Subscribe’ rating, while flagging high working capital needs, inventory management and intense competition.

Rising renewable adoption among commercial and industrial users, along with data-centre and AI demand, could support CleanMax’s expansion, according to Ventura. The brokerage sees competitive power costs and a growing contracted portfolio as key advantages.

Clearer cash recovery, a lower regulatory risk premium and favourable power-sector tailwinds are the key drivers identified by Ventura’s Vinit Bolinjkar. He sees the ruling as a strong fundamental catalyst, with revised compensation and cash payout timelines now in focus.

Ventura’s Juzer Gabajiwala notes that investments in small-cap funds have crossed ₹7,500 crore, with mid-cap funds also gaining traction. More than half of total inflows are now moving towards mid- and small-cap segments, highlighting a clear change in investor preference.

Strong DII inflows of ₹3,974 crore continue to support domestic equities, helping cushion volatility despite elevated crude prices and mixed global cues. Ventura expects a marginally positive opening.

Options data points to 24,500 as the key Call OI level for Nifty, while 24,000 holds the highest Put OI. Ventura’s analysis indicates a cautious setup amid mixed global cues.

Q1 FY27 earnings outperformance among mid- and small-cap companies points to improving business activity, but Ventura’s Vinit Bolinjkar cautions against treating the trend as a broad-based earnings boom. He expects the next phase to be driven more by revenue-led earnings upgrades than favourable base effects or margin expansion.

Ventura highlights mixed sectoral performance and weak market breadth, even as FII and DII buying remains supportive. IT remained the key drag, while Auto, Healthcare and Oil & Gas outperformed.

Ventura believes Gaja Capital has built a strong position in India’s alternative asset management space, supported by its investment track record and institutional investor base. However, performance-linked earnings, promoter dependence and investor concentration remain key risks.

Ventura expects Indian markets to open marginally positive, with Gift Nifty gaining 0.05% despite declines across major US indices. Options data points to resistance at 24,200 on the Nifty, while weak advance-decline ratios indicate continued negative market breadth.

Ventura expects Indian markets to open marginally positive despite weak global cues, with FII/FPI and DII buying providing some support. It sees resistance around 24,200 on the Nifty, while auto, healthcare, oil & gas and pharma outperformed and IT remained the key drag.

Ventura’s Vinit Bolinjkar said Adani is effectively playing India’s growth story through infrastructure, with its businesses offering 20–30 years of visibility. He has maintained a ‘Buy’ rating on Adani Enterprises since 2022, citing the long-term infrastructure cycle as a key earnings driver.

Ventura’s Vinit Bolinjkar said that while Q1 FY27 earnings were better than expected, the improvement has not translated into a broad market rally as investors remain focused on earnings upgrades, valuations and global risks. He expects the next upcycle to depend on FY27–28 earnings upgrades, recovery in consumption and private capex, improved global liquidity and sustained foreign inflows, with markets likely to remain stock-specific until then.

Ventura has given a ‘Subscribe’ rating to the Horizon Industrial Parks IPO, citing its strong 79.16% EBITDA margin and planned debt reduction from ₹2,250 crore of IPO proceeds. However, it flags the company’s history of losses, high finance costs and potential execution delays in its development pipeline as key risks.

Valuation and earnings visibility favour Lalithaa Jewellery Mart over Horizon Industrial Parks, according to Ventura’s Vinit Bolinjkar. While Ventura highlights Lalithaa’s scale and presence in Tier-2 and Tier-3 markets, it remains cautious on Horizon’s losses, debt levels and customer concentration.

Value-added dairy products offer a key growth opportunity, with Ventura’s Vinit Bolinjkar continuing to hold Milky Mist for the long term. He sees the company as one of the few strong businesses in the segment, supported by the growing opportunities in value-added dairy.

India’s infrastructure cycle remains a key growth driver for Adani Enterprises, according to Ventura’s Vinit Bolinjkar. He sees the group’s infrastructure businesses offering 20–30 years of visibility, positioning the company to benefit from India’s long-term infrastructure expansion.

Debt reduction is a key part of the Horizon Industrial Parks IPO story, with Ventura noting that ₹2,250 crore of the proceeds will be used to reduce borrowings. While this could lower the company’s debt-equity ratio, Ventura highlights its history of losses and potential execution delays in the development pipeline as key risks.

India’s infrastructure cycle remains a key growth driver for Adani Enterprises, according to Ventura’s Vinit Bolinjkar. He believes the group’s infrastructure businesses offer 20–30 years of earnings visibility, making the flagship a proxy for India’s infrastructure growth.

Ventura recommends subscribing to the Sunshine Pictures IPO, highlighting its presence across films, web series, television, music and digital content. The brokerage also points to the company’s in-house post-production capabilities and mix of self-financed and co-produced projects.

India’s infrastructure boom continues to underpin the investment case for Adani Enterprises, according to Ventura’s Vinit Bolinjkar. He believes the group’s infrastructure businesses offer long-term earnings visibility, with the company positioned to participate in India’s sustained infrastructure growth.

India's infrastructure expansion remains a key growth driver, with Ventura's Vinit Bolinjkar viewing Adani Enterprises as a proxy for this trend. He highlights the long-term earnings visibility offered by the group's infrastructure businesses, which can extend over 20–30 years.

With West Asia stepping up investments in energy and water infrastructure, Ventura’s Vinit Bolinjkar sees the opportunity for Indian pipe makers as structural rather than purely geopolitical. He sees Welspun as best positioned, while cautioning that geopolitical risks, project delays and rising competition remain key risks.

Strong growth in revenue and profit has strengthened Lalithaa Jewellery Mart’s investment case, according to Ventura. The brokerage highlights its presence across Tier-II and Tier-III markets, high revenue per store and backward integration, while flagging exposure to gold prices, inventory and operating cash flows as key risks.

Weak global cues and negative market breadth point to a cautious start, according to Ventura, with Gift Nifty indicating a marginally negative opening. Weakness across midcaps and smallcaps could keep market sentiment subdued, despite some strength in select microcap stocks.

A large development pipeline and strong institutional backing strengthen Horizon Industrial Parks’ growth prospects, according to Ventura. The brokerage highlights its Grade A portfolio, established customer base and high entry barriers, while noting that finance costs and depreciation continue to weigh on profitability.

Earnings growth is expected to be the key catalyst for Indian equities, according to Vinit Bolinjkar, Head of Research at Ventura. He believes investors should remain selectively constructive, favouring businesses linked to manufacturing, infrastructure, power, defence and financial services, while prioritising strong balance sheets and sustainable cash flows.

India’s expanding e-commerce ecosystem continues to support Shiprocket’s growth prospects, with Ventura recommending the IPO. The brokerage highlights the company’s asset-light model, broad merchant ecosystem and potential from emerging businesses as key positives.

Improved global cues are likely to support a marginally positive opening, with Gift Nifty gaining 0.03% after US markets ended higher, according to Ventura. However, mixed-to-negative market breadth and weakness in the Nifty 50 suggest that gains could remain selective, with midcaps and smallcaps showing relative strength.

The outlook for Indian equities remains positive, with Vinit Bolinjkar of Ventura seeing potential for another 7–8% Nifty upside by year-end if private bank margins, crude prices and auto momentum improve. He favours pharma, healthcare, small finance, auto ancillaries and capital goods, while advising selectivity in legacy IT, consumer durables and construction EPC.

Weak market breadth and a decline in Gift Nifty point to a cautious start for Indian equities, according to Ventura Securities. While select midcap and microcap stocks showed strength, mixed global cues and pressure across smallcaps suggest a stock-specific approach may remain important.

Gold is likely to remain in a consolidation phase, according to NS Ramaswamy of Ventura, with US rates, the dollar and geopolitical developments key to the outlook. He prefers gold over silver for near-term positioning, while seeing a 60–70% gold and 30–40% silver split within a precious-metals allocation.

With input costs rising, FMCG companies may rely on calibrated price increases, premiumisation and cost efficiencies, according to Ventura. The brokerage expects a sharper margin recovery if West Asia tensions ease and commodity prices moderate.

Growth in India’s direct-commerce market and Shiprocket’s expansion into international markets could support its growth, according to Ventura. The brokerage also notes that adjusted EBITDA turned positive in FY26, while concentration in the core business remains a risk.

With both NSE and BSE showing negative breadth, Ventura expects markets to remain selective despite a marginally positive opening indicated by Gift Nifty. Small-cap and mid-cap indices showed relative resilience in the previous session.

Ventura has given Behari Lal Engineering’s IPO a Subscribe rating, pointing to its established position in metal rolls and improving financial performance. The brokerage expects higher-value products and capacity expansion to support profitability over the medium term.

Ventura has given a Subscribe rating for Dhoot Transmission, highlighting its strong FY26 performance, growing EV contribution and focus on premiumisation and electrification. The brokerage also sees opportunities from expansion into battery packs and ADAS, supported by the company’s marquee customer base and diversified business mix.

Ventura has recommended subscribing to the Dhoot Transmission IPO, citing its market position in automotive electrical and electronic components, growing EV exposure and long-term industry opportunities. While brokerages remain broadly positive, customer concentration and the execution of capacity expansion remain key risks to monitor.

Ventura recommends subscribing to the LEAP India IPO, citing its leadership in the asset-pooling space and the long-term growth potential from organised logistics and supply chain adoption. The brokerage’s positive view comes as the IPO trades at a premium valuation, making valuation and execution key factors for investors to monitor.

Ventura has recommended subscribing to the Dhoot Transmission IPO, highlighting its strong position in electric two- and three-wheeler wiring harnesses and rising EV revenue contribution. It values the issue at 44.9x FY26 P/E, while flagging margin compression as a key monitorable alongside customer concentration and expansion execution risks.

Ventura expects Indian markets to open cautiously amid mixed global cues and uneven market breadth. While renewed FII buying and resilience in midcaps provide support, DII selling and weakness in PSU Banks point to a selective market, with investors likely to focus on earnings and stock-specific opportunities.

Ventura has recommended subscribing to the Milky Mist Dairy Food IPO, citing strong growth across its value-added dairy portfolio, leading positions in key categories and the expanding organised dairy market. It also highlighted the company’s relatively high leverage as a key factor for investors to monitor.

Ventura has recommended subscribing to the Molbio Diagnostics IPO, highlighting its Truenat platform, recurring test-kit business, strong FY26 growth and expanding presence in molecular diagnostics. It also flags customer concentration, dependence on TB testing and working-capital requirements as key risks for investors.

Juzer Gabajiwala, Director, Ventura, notes that more than half of equity fund inflows are now being directed towards mid- and small-cap funds, as investors seek alternatives to muted large-cap fund performance. He also points to a cautious stance in debt funds, with flows concentrated in liquid and short-term categories.

Dhoot Transmission’s focus on premiumisation and vehicle electrification could support its growth, according to Ventura Securities. The brokerage highlights its expansion into battery packs and advanced driver assistance systems, alongside a strong customer base and diversified business mix.

Ventura has a ‘Subscribe’ rating on Molbio Diagnostics, highlighting the company’s focus on technology-led healthcare solutions. The brokerage sees potential in its point-of-care diagnostics platform and innovation-led approach to expanding access to healthcare.

Ventura has assigned a ‘Subscribe’ rating to Molbio Diagnostics, highlighting its technology-led point-of-care diagnostics business and growth potential. The positive brokerage view comes as the company attracts strong institutional interest ahead of its IPO.

The proposed framework for authorised persons could significantly raise compliance costs for both APs and brokers, says D P Singh, Head of Compliance at Ventura Securities. He notes that net-worth requirements, deposits and enhanced infrastructure requirements could make it harder for small and mid-sized APs to continue operating.

Vinit Bolinjkar of Ventura attributes HDFC Bank’s underperformance to post-merger funding pressures, a weaker CASA mix and subdued margins. While he remains constructive over the medium term, he expects a meaningful re-rating only after margins bottom out, CASA improves and earnings growth reaccelerates.

Ventura has assigned a ‘Subscribe’ rating to the Ardee Industries IPO. The brokerage views the company’s business prospects and valuation favourably, supporting its positive view on the issue.

Ventura has a ‘Subscribe’ rating on Technocraft Ventures, citing its strong presence in water and wastewater management and exposure to government infrastructure initiatives. The brokerage highlights the company’s ₹1,320.7 crore unexecuted order book, recent project wins and healthy FY26 performance as key positives.

Indian markets may see a cautious start following a weak overnight US session, with Gift Nifty indicating only a marginal gain. Ventura’s update points to mixed domestic breadth, with PSU banks, oil & gas and chemicals gaining while auto, metals and IT remained under pressure.

Ventura has a ‘Subscribe’ rating on LEAP India, citing its strong position in the domestic pallet pooling market and benefits from supply chain formalisation, warehouse automation and ESG adoption. The brokerage also points to strong FY26 revenue growth, improved profitability and debt reduction as key positives for the company.

Vinit Bolinjkar of Ventura says the divergence between Nifty and Sensex closing values is structural, arising from different price-discovery mechanisms at NSE and BSE. He expects the gap to narrow once both exchanges adopt similar mechanisms, while noting that CAS will have a greater impact on derivatives traders and institutional participants.

Indian markets are expected to open on a positive note, with Gift Nifty indicating gains despite mixed overnight global cues. Ventura’s market update also points to broad-based domestic strength, with auto, metal, realty and PSU banking stocks leading sectoral gains.

Newland Labs’ strong positioning in peptides and complex chemistries could support its growth trajectory, according to Vinit Bolinjkar, Head of Research at Ventura. He sees consistent volume growth, margin expansion and improving profitability as key positives for the company.

Strong loan growth, improving deposit trends and healthy balance sheets could support the banking sector’s long-term performance, according to Vinit Bolinjkar, Head of Research at Ventura. He remains bullish on the space and names ICICI Bank, Jana Small Finance Bank, Karur Vysya Bank and City Union Bank among his preferred picks.

The recent recovery in IT stocks may not signal an end to sectoral risks, according to Vinit Bolinjkar, Head of Research at Ventura. He cautions that a broader market correction amid the ongoing dollar de-pegging trade could put renewed pressure on IT stocks.

Vinit Bolinjkar, Head of Research at Ventura, remains positive on Cummins India, citing strong revenue growth and healthy execution despite recent margin pressure. He expects pricing adjustments to help offset cost pressures and support the company’s growth outlook.

On the insurance sector outlook, Ventura's Vinit Bolinjkar maintains a hold view on PB Fintech and prefers traditional insurance players for better risk-reward. He identifies SBI Life as his top insurance pick and remains positive on ICICI Prudential Life and the sector's long-term growth prospects.

With HAL emerging from a consolidation phase, Ventura's Vinit Bolinjkar sees scope for further momentum in the stock. He also believes smaller defence and drone companies could offer opportunities as higher defence spending and faster execution support the sector.

Against a backdrop of resilient domestic growth, Ventura's Vinit Bolinjkar said the RBI's policy continuity remains positive for rate-sensitive sectors such as banking, autos and real estate. He added that improving liquidity and the upcoming festive season could support broader consumption and investment themes.

Commenting on the RBI's latest policy, Ventura's Vinit Bolinjkar said the decision to keep rates unchanged reflects a cautious approach amid global uncertainties. He believes policy continuity, improving liquidity and resilient economic growth provide a favourable backdrop for banking, auto and real estate stocks, while supporting broader consumption and investment themes.

In its latest Daily Market Update, Ventura said improving FII participation, sustained DII buying and healthy market breadth continue to support Indian equities. The brokerage added that positive global cues and strong earnings from select companies are helping maintain a constructive near-term market outlook.

Following the RBI's latest policy decision, Ventura's Vinit Bolinjkar said the central bank's decision to keep rates unchanged reflects a balanced approach amid global uncertainties. He believes policy continuity is supportive for banking, auto and real estate stocks, while improving liquidity and the festive season could strengthen consumption and investment trends.

According to Ventura, crude oil is likely to remain range-bound in the near term, with prices hinging on developments in US-Iran negotiations and the reopening of the Strait of Hormuz. Ventura expects MCX crude to trade between ₹7,200–₹8,600 per barrel and NYMEX WTI between $75–$90 per barrel.

Offering a balanced view, Ventura says the LIC OFS should be approached as a long-term investment rather than a short-term opportunity. While the discounted offer price and improved liquidity are positives, the brokerage recommends investors remain selective, with valuation and investment horizon being the key considerations.

Highlighting the company's strong financial growth, Ventura has assigned a 'Subscribe' rating to the Ardee Industries IPO. The brokerage believes rising demand for organised battery recycling, favourable industry trends and the planned use of IPO proceeds for working capital and debt reduction support its long-term growth outlook, while noting customer concentration and single-facility dependence as key risks.

Against a backdrop of positive US markets, Ventura's Daily Update Report highlighted improving market breadth, strength across IT, banking, cement and auto stocks, and favourable global cues. The report noted that investors will continue to watch institutional activity and technical levels for near-term market direction.

Adding to the positive market sentiment, Ventura's Vinit Bolinjkar said the recent turnaround in foreign capital flows, coupled with sustained domestic institutional buying, has created a strong foundation for Indian equities. He believes these factors have helped establish a solid floor for the market despite ongoing global uncertainties.

In its IPO note, Ventura assigned an 'Apply' rating to MV Electrosystems, citing its strong in-house R&D capabilities, proprietary technology and high entry barriers in the railway segment. The brokerage also highlighted the company's robust order book and long-standing relationship with Indian Railways as key strengths supporting its growth prospects.

Reflecting on the week's market action, Ventura's Vinit Bolinjkar said improving foreign capital flows and sustained domestic institutional buying have strengthened the foundation for Indian equities. He added that while crude oil prices and the rupee warrant close monitoring, the near-term outlook remains constructively bullish, supported by healthy earnings momentum and improving liquidity.

Against the backdrop of mixed global market performance, Ventura expects Indian equities to open on a positive note, supported by Gift Nifty. The brokerage also highlighted balanced derivatives positioning, even as broader market breadth remained weak in the previous session.

Looking ahead, Ventura's Vinit Bolinjkar expects the Nifty to end 2026 in the 26,000–27,000 range, supported by earnings growth despite intermittent volatility. He has also identified 10 long-term stock ideas across sectors, including Ather Energy, JSW Energy, Trent, CG Power and Aurionpro Solutions, based on their growth potential over the next 1–2 years.

In its IPO review, Ventura highlighted Juniper Green Energy's diversified renewable energy portfolio and long-term revenue visibility through government-backed PPAs. The brokerage has recommended subscribing to the issue, while noting leverage, execution and regulatory risks as key factors to monitor.

While weak global markets are expected to keep sentiment cautious, resilient domestic participation continues to provide support for Indian equities. Ventura's market update highlighted strong gains in IT, metals and pharma, with ongoing DII buying helping offset persistent FII outflows.

Highlighting the company's strong financial growth and leadership in India's hospital sector, Ventura has recommended subscribing to the Manipal Health IPO. The brokerage also noted that investors should keep an eye on regulatory risks, regional concentration and talent retention challenges.

Rather than waiting for ideal market conditions, companies are tapping strong domestic liquidity and supportive valuations to raise capital, according to Ventura. The brokerage expects fundraising activity to remain healthy, with investor focus increasingly shifting towards valuation discipline and fundamentally strong businesses.

Despite weak overall market breadth in the previous session, Gift Nifty points to a positive start for Indian equities. Ventura's daily market update highlighted strength in realty and auto stocks, while private banks, PSU banks and chemicals remained under pressure.

A mixed overnight performance in US markets is likely to keep Indian equities under pressure at the open, with Gift Nifty indicating a softer start. Ventura's daily market update also pointed to balanced market breadth, while weakness persisted across oil & gas, metals, pharma, private banks and realty stocks.

With geopolitical risks still elevated, Ventura expects the ongoing earnings season to take centre stage for investors. The brokerage believes defensive positioning could remain the preferred strategy in the near term.

Vinit Bolinjkar, Head of Research at Ventura, said escalating geopolitical tensions and Brent crude crossing $100 per barrel have increased near-term market volatility. He added that investors should monitor corporate earnings while maintaining a defensive approach amid persistent macroeconomic uncertainties.

Ventura's Head of Research, Vinit Bolinjkar, said escalating geopolitical tensions and Brent crude crossing $100 per barrel weighed on market sentiment despite strong domestic liquidity. He noted that sustained DII buying helped cushion the impact of FII outflows, while corporate earnings will remain the next key market trigger.

Ventura's daily market update indicates a weak start for Indian equities, with Gift Nifty pointing lower following a broad sell-off in US markets. The brokerage also highlighted weak market breadth in the previous session, with selling pressure across oil & gas, PSU banks, realty, metals, IT and pharma.

Vinit Bolinjkar, Head of Research at Ventura, said the absence of treasury investment losses seen in the previous quarter significantly boosted AMC earnings in Q1FY27. He noted that stronger treasury income, alongside higher assets under management, supported the sector's profitability.

Vinit Bolinjkar, Head of Research at Ventura, identified Indo-MIM as the strongest pick among the current IPOs, citing its global leadership, diversified business and debt reduction plans. He added that Xtranet Technologies appears better suited for listing gains, while Lohia Corp's valuation warrants a more cautious approach.

Ventura has assigned a 'Subscribe' rating to the Xtranet Technologies IPO, citing its diversified IT solutions portfolio, strong presence across government and PSU projects, and healthy financial performance. The brokerage also expects IPO proceeds to strengthen the company's growth through debt reduction, technology upgrades and capacity expansion.

Ventura's daily market update indicates a weak start for Indian equities, with Gift Nifty pointing lower after a subdued US session. The brokerage also highlighted negative market breadth, with broad-based weakness across private banks, PSU banks, IT, realty, pharma, metals and oil & gas stocks.

Vinit Bolinjkar, Head of Research at Ventura, believes SBI Funds Management offers the strongest long-term appreciation potential among listed AMCs. He ranks SBI Funds ahead of ICICI Prudential AMC and HDFC AMC, citing attractive earnings growth prospects and favourable valuations.

Ventura's daily market update points to a slightly negative opening for Indian markets, with Gift Nifty indicating mild weakness despite overnight gains in US equities. The brokerage also noted positive overall market breadth, with strength in small-cap indices even as large-cap benchmarks remained under pressure.

Vinit Bolinjkar, Head of Research at Ventura, said strong domestic institutional buying offset FII outflows, providing resilience to Indian equities. He added that stable macro fundamentals, improving earnings visibility and sustained domestic liquidity continue to support the market despite mixed global cues.

Ventura's daily market update indicates a positive opening for Indian markets, with Gift Nifty signaling gains despite a weak overnight session on Wall Street. The brokerage noted negative overall market breadth in the previous session, while banking and IT stocks outperformed and pharma and healthcare stocks remained under pressure.

Vinit Bolinjkar, Head of Research at Ventura, said domestic institutional investors offset FII outflows of ₹8,743 crore during the week, helping Indian equities remain resilient. He noted that markets will continue to track corporate earnings, crude oil prices and foreign fund flows for near-term direction.

Vinit Bolinjkar, Head of Research at Ventura, said robust domestic institutional inflows fully absorbed FII selling during the week, helping support Indian equities. He added that stable macroeconomic fundamentals, resilient domestic liquidity and improving earnings visibility continue to underpin the market despite global uncertainties.

Ventura's daily market update points to a positive start for Indian equities, supported by gains in Gift Nifty despite mixed US market performance. The brokerage noted balanced market breadth, with strength in oil & gas stocks while FMCG and realty remained under pressure.

Vinit Bolinjkar, Head of Research at Ventura, believes Ather Energy is well-positioned to benefit from India's accelerating electric two-wheeler adoption. He expects the company to deliver strong growth over the next three to five years, supported by its focused EV portfolio and favourable industry trends.

Ventura's daily market update indicates a muted opening for Indian equities despite gains in US markets, with Gift Nifty pointing slightly lower. The brokerage noted balanced market breadth in the previous session, while weakness was seen across oil & gas, private banks, FMCG and realty stocks.

Ventura has assigned a 'Subscribe' rating to the Alpine Texworld IPO, citing the company's strong FY26 financial performance, vertically integrated operations and capacity expansion plans. The brokerage believes the proposed manufacturing expansion, debt reduction and continued investments in backward integration and renewable energy support its long-term growth outlook.

Ventura's daily market update indicates a subdued opening for Indian equities after overnight weakness in US markets and a lower Gift Nifty. While overall market breadth remained balanced, the brokerage highlighted broad-based weakness across sectors including FMCG, pharma, realty and private banks.

Ventura believes SBI Funds Management's leadership position, strong SBI-backed distribution network and asset-light business model make the IPO an attractive long-term investment. The brokerage also notes that the IPO's relatively reasonable valuation compared with listed peers provides additional comfort for investors, despite its offer-for-sale structure.

Ventura's Vinit Bolinjkar says improving foreign investor participation and resilient domestic fundamentals are helping offset global uncertainties. He recommends a disciplined, stock-specific approach, with an emphasis on quality companies backed by strong earnings prospects.

Ventura's daily market update points to a strong opening for Indian equities, supported by positive US markets, a 1% rise in Gift Nifty and healthy market breadth. The brokerage also highlights strength in the oil & gas sector, while FMCG remained under mild pressure.

Ventura recommends a buy-on-dips strategy for both Nifty and Bank Nifty, noting that the indices have held key support levels despite recent volatility. The brokerage expects the broader uptrend to remain intact as long as critical support zones are sustained, while identifying higher levels as profit-booking areas.

Ventura's Head of Research, Vinit Bolinjkar, says the near-term market outlook remains constructive, supported by improving global sentiment and renewed FII inflows. However, he expects volatility to persist as investors monitor India–US trade negotiations and geopolitical developments, with Nifty support at 23,700–23,800 and resistance at 24,200–24,300.

Ventura's daily market update indicates a positive opening for Indian equities, supported by gains in US markets and a higher Gift Nifty. Strong market breadth, reflected in a healthy advance-decline ratio, points to improving overall market strength despite weakness in select private banking stocks.

Ventura's Head of Research, Vinit Bolinjkar, says the market outlook remains constructive, supported by easing crude prices, improving FII inflows and positive global cues. However, he expects near-term volatility to persist as investors track India–US trade negotiations and geopolitical developments, with Nifty support at 23,700–23,800 and resistance at 24,200–24,300.

Ventura's Vinit Bolinjkar recommends buying Swiggy while maintaining hold ratings on Tata Capital and Varun Beverages. He expects Tata Capital to benefit from lower interest rates, sees Swiggy as well-positioned alongside Zomato, and remains positive on Varun Beverages' long-term growth despite near-term challenges.

Ventura expects Indian markets to open positively, supported by a higher GIFT Nifty despite mixed US market performance. However, the brokerage highlights weak market breadth and broad-based sectoral weakness, particularly across oil & gas, PSU banks, realty and metals, suggesting a cautious undertone.

Ventura expects Indian markets to open on a weak note following negative US market performance and a lower GIFT Nifty. While broader market breadth remains balanced, the brokerage highlights weakness across key sectors including realty, metals, PSU banks and oil & gas.

Ventura has assigned a 'Subscribe' rating to the Kusumgar IPO, citing its strong position in engineered and technical fabrics, integrated manufacturing capabilities and growing export presence. The brokerage also highlights healthy margins, while advising investors to monitor working capital, cash flow generation and customer concentration.

Ventura expects Indian markets to open on a positive note, supported by gains across US indices and a firm GIFT Nifty. The daily update also indicates balanced market breadth, while options data points to a constructive market setup with bullish undertones.

Ventura's Head of Research, Vinit Bolinjkar, says the market outlook remains cautiously positive as FII selling moderates and strong DII inflows continue to support equities. He expects Q1FY27 earnings and sustained foreign inflows to determine the next market direction, while favouring large-cap financials, consumption, capital goods and select pharma stocks.

Ventura's Head of Research, Vinit Bolinjkar, says the recent strength in Indian equities reflects a rotation of global capital from crowded AI-linked semiconductor markets to diversified economies with stronger macro fundamentals. He believes lower crude prices, improving FII inflows and earnings visibility across banking, consumption and capital goods are supporting India, while the long-term AI investment story remains firmly intact.

Ventura expects Indian markets to open higher, supported by gains in GIFT Nifty despite mixed overnight performance in US markets. The daily update also points to balanced market breadth and options data indicating a broadly neutral market setup with key resistance and support levels in focus.

Ventura expects Indian markets to open on a positive note, supported by a stronger GIFT Nifty despite mixed overnight cues from the US. The daily market update also highlights balanced market breadth, while options data indicates key support and resistance levels with a largely neutral market positioning.

Ventura's Head of Research, Vinit Bolinjkar, believes Adani Group's entry into aluminium is a strategic move to deepen its presence in high-growth commodities while strengthening its integrated energy ecosystem. He also notes that aluminium's role in green hydrogen production aligns with the group's long-term renewable energy ambitions.

Ventura expects Indian markets to open positively, supported by a stronger GIFT Nifty despite mixed overnight performance in US markets. The brokerage noted balanced market breadth in the previous session, with strength in oil & gas offsetting weakness in media stocks.

Ventura's Head of Research, Vinit Bolinjkar, has identified 10 long-term stock ideas with potential upside ranging from 19% to 58%, led by Aurionpro Solutions, Hindustan Zinc and Axis Bank. He believes improving macro conditions and strong company fundamentals could support a market recovery in the second half of the year, making quality businesses attractive long-term investment opportunities.

Ventura has maintained its 'Subscribe' rating on the Aastha Spintex IPO, citing the company's integrated textile operations, strong FY25 performance and growth potential from the proposed Falcon Yarns acquisition. The brokerage believes the acquisition will significantly expand manufacturing capacity and support long-term growth.

Ventura has assigned a 'Subscribe' rating to the Knack Packaging IPO, citing the company's diversified packaging portfolio, strong FY26 financial performance and healthy operating margins. The brokerage believes the planned capacity expansion through a new manufacturing facility will support its long-term growth trajectory.