India's structural growth story remains strong, driven by resilient demand, infrastructure investment and improving corporate fundamentals: Ventura
Ventura today hosted a webinar titled "Current Market Opportunities: Sectors, Stocks, FII Flows, Macro & Geopolitical Insights", wherein it highlighted that despite global geopolitical uncertainties and periodic market volatility, India's long-term growth outlook remains constructive, supported by strong macroeconomic fundamentals, healthy corporate balance sheets and sustained domestic participation.
Sharing Market Outlook, Vinit Bolinjkar, Head of Research, Ventura said, "India remains one of the most attractive investment destinations globally, supported by strong macroeconomic fundamentals, policy continuity, increasing domestic participation and a resilient corporate earnings cycle. We continue to see promising opportunities across healthcare, power equipment, financial services, technology and emerging themes such as recycling and energy transition. While investors should remain mindful of geopolitical developments and global market volatility, the medium- to long-term outlook for Indian equities remains constructive. A disciplined, research-driven approach will be key to identifying the next generation of market leaders."
Ventura believes sectors linked to infrastructure development, healthcare, financialisation, technology and sustainability remain well-positioned to benefit from India's long-term growth trajectory.
“Investors should focus on businesses with strong earnings visibility, healthy balance sheets and clear growth catalysts while maintaining a disciplined long-term investment approach”, added Vinit Bolinjkar.
Key Market Takeaways
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Key Highlights
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Power & Infrastructure |
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Strong order books, capacity expansion and transmission investments |
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Healthcare & Pharma |
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Robust growth in CDMO, hospitals and diagnostics |
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Financial Services |
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Healthy credit growth and improving asset quality |
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Technology |
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AI-led digital transformation driving growth |
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Recycling |
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Emerging opportunity supported by sustainability and regulatory tailwinds |
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Sectoral Highlights
Power & Infrastructure
The sector continues to benefit from India's energy transition and infrastructure expansion. Hitachi Energy India reported 25% revenue growth and 62% PAT growth in FY26, supported by an order backlog of nearly Rs 29,555 crore, while CG Power delivered 45% PAT growth with a record order book of Rs 15,719 crore.
Healthcare & Pharmaceuticals
Healthcare remains a key structural growth theme. Neuland Laboratories reported 37% revenue growth and 76% EBITDA growth, while Anthem Biosciences delivered 31% PAT growth and announced a Rs 1,200 crore expansion plan. Narayana Hrudayalaya reported 44% revenue growth and outlined an expansion pipeline of approximately Rs 3,000 crore.
Technology
The webinar highlighted continued momentum in digital transformation and AI adoption. Coforge reported 36% revenue growth and 92% PAT growth in FY26, backed by an executable order book of approximately US$1.75 billion, while Persistent Systems delivered 24% revenue growth and 33% PAT growth.
Financial Services
India's financial sector continues to benefit from strong credit demand and improving asset quality. RBL Bank reported 23% growth in advances and 25% growth in deposits, while Shriram Finance crossed Rs 3 lakh crore AUM and delivered 21% PAT growth. Cholamandalam Investment & Finance reported 21% growth in assets under management, reaching Rs 2.43 lakh crore.
Recycling and Sustainability
The circular economy emerged as an important long-term theme. Gravita India announced a Rs 1,700 crore capex programme aimed at expanding capacity beyond 800,000 tonnes, while Namo eWaste Management expects FY27 revenue to nearly double to approximately Rs 400 crore.
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