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.
Ventura's long-term stock picks include several India retail-relevant names: logistics platform Delhivery (37% upside), home-services marketplace Urban Company (41%), spirits maker Tilaknagar Industries (31%) with Imperial Blue acquisition, and EV two-wheeler brand Ather Energy (40%).