Black Box offers IT infrastructure and networking solutions that are integral to setting up and maintaining data centres. The company has been steadily winning contracts in this space, making it a direct beneficiary of the upcoming capex cycle. Ventura has set a target price of Rs 826 on the stock, indicating an upside potential of 69%.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)

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