Ventura Securities Introduces Diwali 2025 Investment Strategy Featuring Seven Promising Stocks

Ventura Securities has introduced a special investment strategy for Diwali 2025, featuring seven promising stocks. This portfolio is designed for both long-term investors and those planning their Muhurat trading during the festive season. Ventura is optimistic about companies such as Paytm, Adani Green, and Ambuja Cement, with potential returns ranging from 35% to 120%. Investors could potentially double their investment over the next two years.

The brokerage's Diwali 2025 stock picks include eight companies with significant upside potential. These stocks are expected to offer returns of up to 120.2% over the next 24 months.

Name of the stock	Current Market Price	Target price	Upside Potential
Ambuja Cements Ltd	INR 568	INR 794 in 24 months	39.80%
Royal Orchid Hotels Ltd	INR 515	INR 700 in 24 months	35.90%
Adani Green Energy Ltd	INR 1,064	INR 2,142 in 24 months	101.30%
One 97 Communications Ltd	INR 1,237	INR 2,074 in 24 months	61.80%
V-Mart Retail Ltd	INR 855	INR 1,069 in 24 months	25%
Capri Global Capital Ltd	INR 190	INR 274 in 24 months	44.20%
Hindustan Construction Co Ltd	INR 28.9	INR 64 in 24 months	120.20%
Transformers & Rectifiers (India) Ltd	INR 491	INR 757 in 24 months	54.20%

The Indian cement sector is experiencing rapid consolidation as major players aim to capture more market share and improve economies of scale. Since being acquired by the Adani Group, Ambuja Cements has expanded its production capacity from September 2022's figure of 67.5 MTPA to June 2025's total of 105 MTPA. "With FutureX initiatives, capacity expansion & cost optimization strategies, ACEM is well positioned to capitalize on infrastructure growth story. We recommend BUY with a price target of INR794 (12.2X FY28 EV/EBITDA), representing an upside of39.8%," said Ventura Securities in a report.

The Indian hotel industry is undergoing a structural transformation due to a demand-supply gap, increased domestic travel, pro-growth policies, and rising demand for business-oriented stays. Royal Orchid Hotels is poised to benefit from these changes as it evolves into a technology-driven, asset-light hotel chain. "At the CMP of INR515, ROHL is trading at FY28 P/E of15.8X. We recommend BUY with a DCF price target of INR700 (21.4X FY28 P/E), representing an upside of35.9%," commented the research analysts of Ventura Securities.

The Renewable Energy Revolution: Adani Green Energy Focus Keyword: Renewable Energy Revolution

Adani Green Energy leads India's renewable energy sector, having reached an operational milestone of15.8 GW by June2025, making it the largest and fastest-growing pure-play renewable energy company in the country. The company added4,882 MW of green power capacities over the past year, with Khavda accounting for73.4% of this addition (3,582 MW), bringing its installed base to5.6 GW (~35.4% of total capacity). "At CMP of INR1,064, we recommend BUY for AGEL with a price target of INR2,142 (22.9X FY27 EV/EBITDA), representing an upside of101.3%," Ventura Securities recommended.

The Digital Payment Leader: One97 Communications Focus Keyword: Digital Payment Leader

The brokerage's coverage on Paytm began in August2024, and since then, the company has improved its business position significantly by achieving profitability and strong revenue growth through operational and strategic shifts. Paytm's merchant base grew from40.7 million in Q1FY25 to45 million in Q1FY26, maintaining its industry leadership while payment GMV increased from INR4,210 billion to INR5,341 billion during the same period."At the CMP of INR1,237, Paytm is trading at FY28 P/E of36.9X.We recommend BUY with a DCF based price target of INR2,074 (61.8X FY28 P/E), representing an upside of61.8%," said Ventura Securities.

The Retail Apparel Market Expansion: V-Mart Retail Focus Keyword: Retail Apparel Market Expansion

The Indian retail apparel market is expected to grow significantly from INR6,846 billion in2024 to INR10,682 billion by2027 at a CAGR of16%. This growth is driven by reduced GST rates, income tax cuts, and favourable monsoon conditions that boost consumer purchasing power and fashion demand."We initiate coverage with a Buy for a DCF-based price target of INR1,069 (77.6 FY28 P/E), representing an upside of47.4% from the current CMP of INR855 over the next24 months," Ventura Securities commented.

Diversified Lending Portfolio: Capri Global Capital Focus Keyword: Diversified Lending Portfolio

Capri Global Capital Ltd.(CGCL) is a resilient lender with a diversified loan portfolio anchored by high-yield segments like gold loans(37% AUM with yield ~21%), MSME(22% AUM with yield ~17%), housing finance(22% AUM with yield ~13%), and construction finance(18% AUM with yield ~17%)."We initiate coverage with a BUY rating and a price target of INR274 (2.8X FY28E P/ABV), representing an upside of44.2% from the CMP of INR190 over the next24 months," commented the research analysts.

The Infrastructure Boom: Hindustan Construction Co Focus Keyword: Infrastructure Boom

The Indian government's FY26 infrastructure capex allocation stands at INR11.2 trillion(+10.2% YoY) across sectors like railways, roads, defence, energy, and urban development.This provides a strong growth runway for EPC companies like Hindustan Construction Co., which has over a century's experience in hydro,tunneling,nuclear,and transport projects."At the CMP of INR28.9,the stock is trading at FY28 EV/EBITDA of12.2X.We recommend BUY with price target of INR64,revealing an upside potential of120.2% over the next24 months," as per the brokerage.

The Power Infrastructure Expansion: Transformers & Rectifiers Focus Keyword: Power Infrastructure Expansion

The government aims to expand India's power infrastructure by increasing generation capacity from485 GW to900 GW by2030,a CAGR of13.9%.This will require transformation capacity growth from1,370 GVA to2,700 GVA by2030,a15.4% CAGR."At the CMP of INR491,TARIL is trading at FY28 P/E of15.2X.We recommend BUY with a DCF price target of INR757 (23.5X FY28 P/E),representing an upside potential of54.2%," according to Ventura Securities.

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