Even as the Nifty 50 saw a dip of about 9% in the first half of 2026, brokerage firm Ventura Securities remains optimistic about specific stocks for the long term. Today, Ventura has highlighted Axis Bank and Delhivery as top picks, projecting potential upsides ranging from 19% to 58% over the next one to two years. For retail investors navigating market volatility, understanding the core reasons behind these recommendations is crucial.
Quick Highlights: What Happened on July 01, 2026
- Axis Bank’s Performance: The private sector lender closed at Rs 1,348.60 today, showing a slight gain of 0.22% as per NSE data.
- Delhivery’s Momentum: The logistics giant saw its share price reach Rs 472.00 today, reflecting a 1.81% increase from its previous close.
- Ventura’s Outlook: Ventura’s Head of Research, Vinit Bolinjkar, believes these picks are solid bets for investors looking to capitalize on emerging opportunities.
- Banking Sector Strength: The Indian banking sector is entering 2026 on a strong footing, supported by robust economic growth and manageable asset quality risks.
- Logistics Boom: India’s logistics sector is undergoing a transformative phase, driven by government initiatives and a surge in e-commerce demand.
Key Market Data — July 01, 2026
| Metric | Value (as of July 01, 2026) | Change |
|---|---|---|
| Axis Bank | Rs 1,348.60 | +0.22% |
| 52-Week High | Rs 1,418.30 | (Recorded on NSE) |
| 52-Week Low | Rs 1,042.50 | (Recorded on NSE) |
| Market Cap | Rs 4,18,266.79 Cr | (As per NSE data) |
| Volume | 7,781,221 shares | (As per NSE data) |
| Delhivery | Rs 472.00 | +1.81% |
| 52-Week High | Rs 491.70 | (Recorded on NSE) |
| 52-Week Low | Rs 374.45 | (Recorded on NSE) |
| Market Cap | Rs 35,349.4 Cr | (As per NSE data) |
| Volume | Data unavailable | (Specific July 1, 2026 volume not found) |
Why It Happened: The Real Story Behind July 01, 2026’s Move
Ventura’s latest recommendations for Axis Bank and Delhivery go beyond simple price targets. They are rooted in a detailed analysis of underlying sector strengths and company-specific growth drivers that many reports might mention but not fully explain.
1. Strong Tailwinds for Financial Services and Logistics?
Ventura Securities highlights robust domestic demand and consistent infrastructure investment as key factors supporting sectors like financial services and logistics. The Indian economy’s expansion directly benefits banks through increased credit demand, while government initiatives like the National Logistics Policy (NLP) and PM Gati Shakti are transforming the logistics landscape. This means that as India grows, these sectors are positioned to grow with it.
2. Axis Bank’s Operational Efficiency and Stable Banking Outlook?
Despite a slight year-on-year decline in net profit for Q1 FY26 due to increased provisions, Axis Bank demonstrated strong operational efficiency. Its operating profit rose by 14% year-on-year, driven by a significant 25% surge in non-interest income. This focus on diversifying revenue streams is a positive sign. Moreover, the broader Indian banking sector enjoys a stable outlook for 2026-27, backed by strong economic growth and low system-wide non-performing assets (NPAs) projected to remain below 2% through 2028.
3. Delhivery Capitalizing on E-commerce and Infrastructure Growth?
Delhivery’s strong Q1 FY26 results underscore its potential. The company reported a 67-68% jump in net profit and a 6% increase in revenue year-on-year. This growth was largely driven by operational efficiency gains and robust volume increases in its Express Parcel and Part Truck Load (PTL) segments. The express logistics segment, in particular, is projected to grow by 14%. Delhivery’s strategic acquisition of Ecom Express and its expansion into rapid commerce further strengthen its last-mile delivery capabilities, especially in growing Tier 2 and Tier 3 cities.
The Broader Picture: What This Means for Indian Markets
The Indian market, despite recent global headwinds like the Middle East conflict and crude oil volatility, is showing signs of resilience. The optimism around sectors like banking and logistics reflects a belief in India’s domestic growth story. The banking sector’s improved asset quality and comfortable capitalization, as noted by ICRA, suggest a healthier financial system capable of supporting further economic expansion.
Similarly, the logistics sector is undergoing a structural transformation. Government policies are aiming to reduce logistics costs from 14% to a more competitive 8% of GDP, which directly benefits players like Delhivery. The increasing demand from manufacturing, e-commerce, and retail segments is fueling this growth, with warehousing and supply chain services emerging as the fastest-growing layers. This means that companies with strong operational models and strategic expansions are well-positioned to capture this growth.
What the Data Shows for Investors
The data clearly indicates that Ventura’s picks are anchored in fundamental strengths and positive sectoral trends. For Axis Bank, the bank’s focus on non-interest income and strong operating profit growth, coupled with a stable banking sector outlook, suggests a resilient financial institution. The Reserve Bank of India’s Financial Stability Report also projects Indian banks to maintain a gross bad loan ratio below 2% for the next three years under a baseline scenario, reinforcing confidence in asset quality.
For Delhivery, the company’s impressive Q1 FY26 performance, with significant jumps in net profit and revenue, highlights its ability to capitalize on the booming logistics market. NSE figures indicate that the industrial and logistics real estate sector saw a 15.6% year-on-year increase in absorption in Q1 2026, with manufacturing and 3PL segments driving demand. This pattern suggests that companies like Delhivery, which are deeply integrated into India’s supply chain and e-commerce ecosystem, are likely beneficiaries of this sustained growth.
Frequently Asked Questions
1. Why is Ventura optimistic about the banking sector today?
Ventura’s optimism stems from the Indian banking sector’s strong fundamentals, including comfortable capitalisation, manageable asset quality risks, and steady profitability. The sector is a direct beneficiary of India’s economic expansion and growing credit demand.
2. What are the key growth drivers for Delhivery?
Delhivery’s growth is primarily driven by the booming e-commerce sector, government initiatives to improve logistics infrastructure, and the company’s operational efficiencies. Its strong performance in Express Parcel and Part Truck Load segments also contributes significantly.
3. Are there any risks associated with these long-term picks?
While the outlook is positive, investors should be aware of potential risks. For financial services, interest rate cycles and the quality of loan books can impact performance. In logistics, sustaining high growth depends on continued demand and effective execution of infrastructure projects, which can carry inherent risks.
4. Has Ventura made similar recommendations before?
Ventura Securities regularly releases research outlooks highlighting sectors and companies with long-term growth potential. Their analysis often focuses on structural themes like infrastructure-linked industries and financial services, indicating a consistent approach to identifying growth drivers.
The Bottom Line
Ventura Securities’ latest top picks, Axis Bank and Delhivery, are backed by compelling data and strong sectoral tailwinds. The banking sector’s stability and Axis Bank’s operational strengths, coupled with the transformative growth in India’s logistics market and Delhivery’s robust performance, present a clear picture of the underlying factors driving Ventura’s optimism. Retail investors can now understand the specific reasons why these companies are being highlighted for their long-term potential.
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