Jefferies Bets Big: 71% Upside Predicted for These 4 Stocks! 🚀

Author

Abhay Singh | Whalesbook News Team

Detailed Coverage:

Jefferies has maintained its 'Buy' recommendation on Samvardhana Motherson International, increasing the target price to Rs 130, projecting a 19% upside. The firm notes the company is regaining momentum with easing global auto concerns and significant expansion in its electronics and aerospace businesses.

For Jubilant Foodworks, Jefferies reaffirmed a 'Buy' rating with a Rs 1,000 target price, indicating a substantial 71% potential upside. The brokerage highlighted strong operating metric improvements, particularly in standalone EBITDA and same-store sales growth for Domino's and Popeyes.

Eicher Motors also received a retained 'Buy' call with a Rs 8,000 target, suggesting a 17% upside. Jefferies pointed to Royal Enfield's strong volume expansion and a renewed growth cycle for the company.

Lastly, GMR Airports Infrastructure maintained its 'Buy' rating with a Rs 108 target, implying a 13% upside. The firm praised the airport operator's September quarter performance, driven by a new tariff at Delhi Airport and strong non-aero revenue growth.

Impact: Jefferies' positive outlook and substantial upside targets for these companies could significantly influence investor sentiment, potentially leading to increased buying interest and stock price appreciation. The brokerage's analysis suggests a stabilizing demand environment, making well-executed companies attractive bets. Rating: 8/10

Difficult Terms: EBITDA: Earnings Before Interest, Taxes, Depreciation, and Amortization. It's a measure of a company's operating performance. EPS CAGR: Earnings Per Share Compound Annual Growth Rate. It represents the average annual growth rate of a company's earnings per share over a specified period. Basis points: A unit of measure equal to one-hundredth of one percent (0.01%). Used for expressing small changes, often in interest rates or financial metrics. Debottlenecking: A process of identifying and removing production constraints to increase output efficiency without major capital investment.