Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)
Bhaskar Basu, Kamal Mulchandani, and Prakhar Sharma, equity analysts at Jefferies, expect PFL to deliver a 33 per cent AUM CAGR - the fastest among major NBFCs
A potential valuation correction, artificial intelligence trade (AI) trade unwinding and the Strait of Hormuz opening for business, the note said, could stem these outflows
Jefferies has downgraded Indus Towers shares to 'Underperform', cutting target price to ₹375. The global brokerage stated renewal risks, rising capex, and pressure on earnings and valuations as risks
While its 42x FY27E PE appears rich compared with the last five-year average of 43x, analysts believe the valuation is justified given its strong growth outlook, low margin volatility, and high ROE
The global research and broking house has cut their earnings estimates by 1-4 per cent across IT firms and expects 6 per cent earnings CAGR over FY26-28.
Jefferies' industry discussions indicate up to 5 per cent volume impact, and estimate a 5 per cent decline in ADTO/orders for BSE/GROWW could result in 4 per cent earnings impact
The brokerage firm has set a price target of ₹180, implying an upside of about 12 per cent from current levels. Shares of Groww are already up 61 per cent over their IPO price
The brokerage said Lenskart's vertically integrated omnichannel model; spanning design, manufacturing and retail; drives cost efficiency, faster delivery and a superior customer experience.
Amber and Syrma are primarily targeting printed circuit board (PCB) manufacturing, while Dixon is focused on backward integration in mobile value chains, specifically camera and display modules.
India's data centre capacity is expected to quintuple to 8GW over the next 5 years, driven by rising internet traffic, growing adoption of AI & stricter regulatory mandates around data localisation.
The breadth and depth of the new rate cuts, analysts at Bernstein said, especially in the fast-moving consumer goods (FMCG) categories saw rate reductions well beyond what they thought was possible
Jefferies is optimistic on India's CRDMO sector, given its evolution from quasi-chemical firms into strategic partners for innovators; check more details
At the bourses, the consumption-driven theme has played out well thus far in FY26 with the Nifty India Consumption index rising nearly 11 per cent as compared to around 5 per cent rise in Nifty 50
Zomato made a bold move when it bought Blinkit back in 2022. Now, in July 2025, that bet is paying off big time. And it might just be changing the company’s entire identity.
Jefferies says Amazon's late entry, app integration strategy and limited brand recall may hinder its Q/C push in India despite competitive pricing and Prime perks
