1 month ago
Ventura’s Bolinjkar Projects Nifty 50 26,000–27,000 and Picks 10 Long‑Term Stocks
Vinit Bolinjkar from Ventura says the Indian stock market, called the Nifty 50, is down a lot this year because of wars, oil price changes, and worries about the U.S. bank rates.
He thinks the index could finish the year between 26,000 and 27,000 points, which would be a good jump from where it is now.
He also picked ten companies that he thinks will grow a lot in the next one or two years.
These companies are in things like cars, banks, and hotels.
He says the market will grow slowly and might have some ups and downs, but overall it looks positive if oil prices go down and the war ends.
Nifty 50 down over 7% YTD due to geopolitical tensions, oil volatility, weak earnings, capital outflows, and U.S. Fed hikes.
Ventura’s Vinit Bolinjkar projects a year‑end Nifty 50 range of 26,000–27,000, implying 8–12% upside from ~24,000.
Bolinjkar recommends 10 long‑term stocks across sectors such as capital goods, automobiles, banking, retail, logistics, power, e‑commerce, hospitality, and IT.
He expects moderate returns driven by earnings growth, not valuation re‑rating, with risks from oil volatility, rupee weakness, foreign outflows, and earnings downgrades.
Overall outlook is constructive but gains are likely gradual with intermittent volatility.
- Who
- Vinit Bolinjkar, head of research at Ventura
- What
- Provides a Nifty 50 year‑end target and recommends 10 long‑term stocks
- Where
- India, Nifty 50 index
- When
- Year‑to‑date 2026, outlook for the remainder of 2026
- Why
- To guide investors on long‑term opportunities amid market volatility
Key facts
- Nifty 50 year‑end target
- 26,000–27,000
- Projected upside
- 8–12%
- Key risks
- oil volatility, rupee weakness, foreign outflows, earnings downgrades
- Top stock pick
- Shaily Engineering Plastics
- Sector focus
- Capital goods, automobiles, banking, retail, logistics, power, e‑commerce, hospitality, IT
Quotes
Vinit Bolinjkar
Head of Research at Ventura
“"Its order book of ₹27,484 crore provides strong revenue visibility, while transformer capacity expansion from 40,000 MVA to 85,000 MVA by FY28 should support growth in the Power Systems segment."”
livemint.com
“"Shaily Engineering’s vertically integrated manufacturing model, regulatory lock-in and IP‑led injector platforms create high switching costs and a strong competitive moat."”
livemint.com
Sources
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