Jefferies

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.

Jefferies has a target price of ₹2,800 per share for Radico Khaitan, ₹1,315 for United Spirits, and ₹620 for Allied Blenders

GST rate cuts are definitely positive for consumption, especially with the festival season approaching, says Nandurkar

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

Global travel-tech unicorn OYO has arranged for five investment banks to meet its key shareholder SoftBank in June, in a crucial presentation that could determine the company's path to public listing, sources said. The banks include Citi, Goldman Sachs and Jefferies from the global banking consortium, alongside ICICI Securities and Axis Capital representing Indian financial institutions. SoftBank, which remains one of OYO's largest shareholders, is interested in understanding the key positioning strategies, expected valuation metrics and anticipated investor appetite for the offering. The high-stake meeting is scheduled to take place at SoftBank's London office on Grosvenor Street, where the banks will present their IPO strategies to SoftBank's Sumer Juneja. OYO founder Ritesh Agarwal and his senior leadership team will also participate in the discussions, sources close to the development told PTI. The Japanese conglomerate's view is considered important for the IPO's timing, given

The key gauges are only about 5 per cent away from hitting the peak levels they touched in September last year

Jefferies noted that amid the tariff uncertainty, JSW Infra is placed better compared to Adani Ports

In the upside scenario, Jefferies gave a target price of ₹430 apiece, which is a 79 per cent upside for the stock

On the bourses, IndusInd Bank shares have tanked about 8 per cent in the last five trading sessions, 15 per cent in the past month and 37 per cent in the past six months

The uptick in RIL's share price followed an upgrade from domestic brokerage firm Kotak Institutional Equities, which raised its rating to 'Buy' from 'Add'

Stock Market Highlights: The Nifty moved in a narrow band of 100-odd points before settling marginally in red at 22,545. Bajaj twins and Shriram Finance gained, while UltraTech plunged 5% on Thursday.

Speaking at BS Manthan, Wood said he remains structurally bullish on Indian equities from a long-term perspective; but cautious in the short-term given the quantum of FII outflows and valuation woes.

ITC Hotels share price: Jefferies has estimated ITC Hotels share price target at Rs 240 in their base case, Rs 280 in bull case, and Rs 140 in bear case