Ventura backs Delhivery, Urban Company, Tilaknagar & Ather with 31-41% upside targets
Ventura's long-term picks span India's consumer-facing names: logistics platform Delhivery (target ₹645, 37% upside, 18,838 pin codes), home-services marketplace Urban Company (₹185, 41%), spirits maker Tilaknagar Industries (₹598, 31%) riding its Imperial Blue buy, and EV brand Ather Energy (₹1,598, 40%) at ~18-19% market share.
What happened
Ventura's long-term stock picks include several India retail-relevant names: logistics platform Delhivery (37% upside), home-services marketplace Urban Company
Key facts
- Delhivery target ₹645, 37% upside
- Urban Company target ₹185, 41% upside
- Tilaknagar target ₹598, 31% upside
- Ather target ₹1,598, 40% upside
- Delhivery 18,838 pin codes
- Ather 2.63 lakh units FY26, ~18-19% market share
What to watch
- Tilaknagar quarterly volume + Imperial Blue synergy commentary
- Delhivery pin-code count and freight take-rate trends
- Urban Company contribution margin and take-rate disclosures
- Ather monthly registration/market-share prints (Vahan data)
- Broader Nifty consumption and small/midcap flow direction
- Rival brokerages issue confirming or contrarian notes within days, especially on Tilaknagar's Imperial Blue accretion math
- Sell-side desks refresh EV two-wheeler share models pitting Ather vs Ola vs TVS
- Retail/HNI flows rotate into the lower-float names (Tilaknagar, Ather) creating short-term momentum
- Companies lean into guidance/investor updates to validate the upside thesis