Jefferies

Molbio gains 9% as Jefferies assigns 'Buy' tag on innovation-led model

Calling Molbio a 'high-conviction pick', Jefferies has set a target price of ₹1,600 on the counter, signalling an upside of 27 per cent from its last closing price of ₹1255.60 apiece.

IndusInd Bank targets 1.3% RoA, but insurance cuts pose earnings risk

Bank targets RoA of 1.25-1.30% over two years, but Jefferies says a 30% reduction in bancassurance fee income could lower profits by around 5%

Jefferies sees 27% rise in HDFC Bank in bull case; what's driving optimism?

HDFC Bank remains among the worst-hit Nifty 50 stocks this year, having lost 27 per cent on a year-to-date (YTD) basis.

India's new industrial revolution happening across six sectors: Jefferies

India's push into space, semiconductors, data centres, electronics, solar and aerospace is creating a new industrial investment cycle, says Jefferies

Jefferies sees $60-bn defence opportunity, starts coverage on two firms

Brokerage expects domestic defence capital expenditure to grow at a 16% CAGR through FY30 and initiates coverage on Solar Industries and Astra Microwave with 'Buy' ratings

Welspun Corp zooms 227% in 6 months; Jefferies projects further upside

Jefferies initiated coverage on Welspun Corp stock with a 'Buy' rating for a target price of ₹3,250 per share citing likely gains from an upcycle in oil & gas spends by the US and Middle East.

Jefferies, Nomura: Brokerages on Sashi Jagdishan's decision to exit HDFC Bank

"Jagdishan's decision is incrementally positive as it removes one binary uncertainty," analysts at Nomura said in a note post the development.

Gold monetisation: Manappuram, MCX among Jefferies top stock picks

While gold has traditionally been a dormant store of value for Indian households, the current price upcycle is increasingly turning the asset into a source of liquidity through gold-backed loans.

Delhi Master Plan 2047 puts brokerages' spotlight on Max, Fortis, Medanta

For hospital operators, a Jefferies note said the MPD introduces several measures that could improve asset productivity and enable higher capacity creation in land-constrained areas.

Turtlemint shares up 5% as Jefferies turns bullish on POSP growth outlook

Jefferies initiated coverage on Turtlemint Fintech Solutions with a 'Buy' rating and a target price of ₹190. The target implies a 37 per cent upside from the stock's previous close of ₹138.92.

BSE hits 4-month low after Jefferies, Nuvama downgrade stock on CAS risks

Brokerages flag pressure from the closing auction session, weaker derivatives volumes and RBI bank guarantee norms, with BSE shares down nearly 9.3% in August so far

Indian Hotels, Tata Steel among key picks in Tata group for Jefferies

Jefferies favours Indian Hotels, Tata Consumer, Tata Steel and Voltas, while remaining cautious on TCS, Tata Motors Passenger Vehicles and Tata Power

InMobi appoints JPMorgan, Jefferies, Kotak and Axis for $1 billion IPO

The company has named JPMorgan Chase & Co., Jefferies Financial Group Inc. as well as local investment banks Kotak Mahindra Capital Co. and Axis Capital Ltd. for the IPO process

Digital payments boost fintech growth; wealth-tech leads profit pool

Sector's earnings jumped 22% in FY25 to ₹1.03 trillion

Multiple growth drivers could keep Polycab rally going despite valuations

At current price, company is trading at a steep 47 times its FY27 earnings

Jefferies favours defence, power equipment plays; L&T, HAL among top bets

Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)

Jefferies assigns Buy to Poonawalla Fincorp, says NBFC set for solid growth

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

Monthly SIPs to blame for rupee's slide and not CAD; Jefferies explains why

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 downgrades Indus Towers to 'Underperform'; sees 14% downside

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

Jefferies calls Uno Minda a growth amplifier; initiates coverage with 'Buy'

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