IHCL shares in focus as Q2 revenue rises 22% YoY, firm hikes FY27 guidance. What Jefferies and other brokerages are sayingIHCL reported a 22% year-on-year rise in Q2FY27 revenue to Rs 2,484 crore and a 23% increase in net profit to Rs 349.49 crore. The hotel ma...
Jefferies sees valuation upside in select IT stocks despite muted growth forecastJefferies has identified opportunities for further valuation gains in selected Indian IT stocks. While the sector experienced a sharp rally...
Missed reversal in IT stocks? Jefferies gives 3 ideas with up to 50% re-rating potentialJefferies sees further valuation upside in Indian IT stocks despite a muted sector growth outlook. Infosys and TCS offer over 20% rerating ...
Bajaj Finance shares fall 3% after Q2 results. What Jefferies, Nomura, other brokerages now expect?Bajaj Finance shares dropped on Wednesday after the NBFC reported a 29% year-on-year rise in Q2FY27 net profit to Rs 6,367 crore. Nomura an...
Hindustan Zinc shares jump 4% after Q2 net profit more than doubles. Why Jefferies cut target price?Hindustan Zinc reported a 142% year-on-year jump in Q2FY27 net profit to Rs 6,412 crore, while revenue rose 77% to Rs 15,093 crore. Despite...
UltraTech Cement shares jump 3% as brokerages revise target prices after Q2 results. What Jefferies, Citi are sayingShares of UltraTech Cement increased by 3% after the company reported strong quarterly earnings for Q2 FY27. The company's net profit saw a...
Global container freight prices surge 130% since February amid Middle East tensions: JefferiesGlobal container freight rates have surged by 130 percent since February 2026 due to Middle East tensions. India's container-based export-i...
PNB shares jump 8% after Q2 results beat estimates; Jefferies, Motilal Oswal, others raise target pricesPunjab National Bank shares rose sharply on Monday after the lender reported a 13% year-on-year rise in Q2FY27 net profit to Rs 5,532 crore...
HDFC Bank shares fall 2% after Q2 results. What are Jefferies, Motilal Oswal analysts saying?HDFC Bank shares fell up to 2% after the lender reported a 4.6% year-on-year rise in Q2 FY27 net profit to Rs 19,510 crore. Jefferies, Moti...
Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and va...
Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...
Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...
- Food companies, quick-commerce platforms face stricter FSSAI checks, higher compliance costs: Jefferies
Food companies, restaurants and quick-commerce platforms may face higher compliance costs and operational delays as the Food Safety and Sta...
Companies shift to bank loans as bond costs rise, driving 81% share of fresh credit: JefferiesIndian companies are increasingly relying on bank loans as corporate bonds and other borrowing sources become more expensive, with banks ac...
Jefferies lists 6 factors that will shape CRDMO winners; Divi’s Labs, Sai Life, Laurus, Anthem among stocks to watchIndia's CRDMO sector is on the brink of expansion, backed by solid partnerships with major pharmaceutical players and comprehensive capabil...
Jefferies sees 35% upside in Adani Green shares, flags demand and execution triggersJefferies has maintained its ‘Buy’ rating on Adani Green Energy, setting a target price of Rs 1,695, implying 35% upside from the recent cl...
Will RBI’s CRR hike to 99% hit HDFC, SBI and other bank stocks? Here’s what Jefferies saysThe RBI has raised the minimum daily CRR maintenance requirement to 99% from 90% from October 16 to curb banking system liquidity. Jefferie...