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JEFFERIES REPORT INDIA
Jefferies’ Chris Wood calls energy India’s best structural growth story; names Hitachi Energy as picks-and-shovels play- Quick-commerce sector shows signs of pricing discipline as discounting moderates: Jefferies
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
- How to trade PB Fintech shares after falling 12% from day’s high? This technical analyst explainsPB Fintech shares extended their sharp selloff on Friday, falling 5% after plunging 36% in the previous session. Technical analysts flagged...25 Sep, 2026, 12.07 PM IST
- India has its own structural growth story beyond current global focus on AI, says JefferiesIndia is expected to experience significant growth driven by renewable energy and private-sector investment. The country aims to enhance it...25 Sep, 2026, 11.39 AM IST
- PB Fintech shares slip another 5% after massive 36% crash on Thursday. What are Jefferies, others saying?PB Fintech share price: PB Fintech shares plunged 36% in the previous session following IRDAI’s proposal to curb ‘dark patterns’ on insuran...25 Sep, 2026, 11.28 AM IST
- PB Fintech's 36% bloodbath rattles market, but Jefferies stays bullish. What does it see in Policybazaar parent?PB Fintech shares plunged a record 36% to a 52-week low, wiping out around Rs 31,430 crore in market value after IRDAI proposed changes to ...25 Sep, 2026, 09.54 AM IST
- Can IRDAI’s insurance reforms impact NBFCs? Jefferies warns L&T Finance, Piramal Finance, others are most exposedIRDAI’s proposed insurance distribution reforms could extend beyond insurers and distributors, potentially pressuring NBFC fee income. Jeff...24 Sep, 2026, 05.01 PM IST
- PB Fintech shares crash 36%, bloodbath wipes off Rs 31,426 cr from m-cap after IRDAI’s reform plans. What Citi and Jefferies are warningPB Fintech shares crashed 36% to a 52-week low after IRDAI proposed an overhaul of insurance distributor commissions. The proposed norms co...24 Sep, 2026, 04.05 PM IST
- Bharat Dynamics shares rise 2% in a weak market after bagging Rs 811 crore order from Ministry of DefenceBharat Dynamics shares gained 2% after the Defence Ministry awarded an Rs 810.79-crore contract for 160 SAT-SAAW weapons and associated equ...24 Sep, 2026, 09.49 AM IST
- Bajaj Finance shares jump 3% after UBS upgrades to Neutral, hikes target price while Jefferies screams BuyBajaj Finance shares jumped 3% on Wednesday following bullish brokerage calls. Global brokerages Jefferies and UBS issued positive outlooks...23 Sep, 2026, 11.00 AM IST
- 360 ONE WAM shares rise over 2% after appointing Jefferies India Head and MD as new CEO360 ONE WAM appoints Jefferies India Country Head Aashish Agarwal as Group CEO, with founders Karan Bhagat and Yatin Shah taking focused le...23 Sep, 2026, 09.24 AM IST
- This stock just beat AI star HFCL’s 230% rally to top Nifty 500 gainers in 2026. Can outperformance last?Welspun Corp has emerged as the top-performing Nifty 500 stock in 2026 after a 236% rally, overtaking AI infrastructure play HFCL. The shar...22 Sep, 2026, 10.46 AM IST
- Polycab shares slide 17% in 3 months amid Ultravolt shock, but Jefferies sees 33% upside. What’s behind the bullish view?Polycab shares have fallen 17% from their June peak after UltraTech entered the wires and cables segment. Jefferies retained its Buy rating...22 Sep, 2026, 09.55 AM IST
- India’s growth engine still has plenty of runway with earnings set to accelerate: JefferiesJefferies expects India’s real GDP growth to stay at 6.5-7% in the current fiscal, with corporate earnings growth accelerating to 17% next ...20 Sep, 2026, 04.19 PM IST
- Adani stocks soar up to 12% after Jefferies sees up to 53% upside in Adani Energy and othersAdani group stocks rallied on Friday after Jefferies highlighted growth prospects across energy, ports and power businesses. Adani Total Ga...18 Sep, 2026, 03.59 PM IST
- India set to sustain 6.5-7% real GDP growth, nominal growth seen at 11-12%: JefferiesIndia is on track for 6.5-7% real GDP growth and 11-12% nominal growth this fiscal year, Jefferies said, citing resilient domestic demand, ...18 Sep, 2026, 12.59 PM IST
- HDFC Bank is winning the mutual fund vote over ICICI Bank. Can the shift last?HDFC Bank’s stock has fallen 27% in 2026, while ICICI Bank has gained 1.6%. Yet mutual funds have increasingly favoured HDFC Bank, adding t...17 Sep, 2026, 09.44 AM IST
- Groww block deal alert: Shares fall nearly 3% after 10.07 crore shares change hands; Peak XV, Sequoia Capital likely sellersBillionbrains Garages Ventures shares fell after a large block deal occurred. Peak XV Partners and Sequoia Capital were reportedly selling ...16 Sep, 2026, 09.26 AM IST
- BSE, Groww, other broking stocks in focus as SEBI proposes changes to CAS. What does it mean for investors?BSE, Groww, Angel One and Motilal Oswal are in focus after Sebi proposed changes to the Closing Auction Session and expiry-day settlement m...15 Sep, 2026, 09.23 AM IST
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