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Jefferies

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29 Stories Indexed
Last Updated: Just Now
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Global Markets & Equities 31 Oct 2026, 02:00 PM IST

Rivian’s Autonomy Push Faces Its First Real Market Test

Rivian Automotive is entering a pivotal phase as investors weigh whether its autonomy ambitions can support a broader turnaround in demand and valuation. The company’s latest sales momentum, led by the R2 platform, has improved sentiment, but the market is now focusing on whether Rivian can convert product strength into a credible software and autonomy strategy without overextending capital.

By RDU Global Wire6 min read
Markets, IPOs & Wealth28 Oct 2026, 05:00 PM IST

L&T Shares Jump 6% as Q2 Profit Surges 33%, Even as Jefferies Trims Target on Margin Pressure

Larsen & Toubro shares rallied sharply on Wednesday after the engineering and infrastructure major reported a 33% year-on-year rise in second-quarter net profit to Rs 5,202 crore, reinforcing investor confidence in its execution and order-book strength. Jefferies kept a Buy rating on the stock but lowered its target price to Rs 4,700, citing weaker-than-expected margins and reduced earnings estimates.

5 min readRead →
Automotive, EVs & Mobility27 Oct 2026, 08:00 PM IST

Festive Auto Sales Show Mixed Demand as Two-Wheelers Outpace Passenger Vehicles, Jefferies Says

India’s festive vehicle market is showing a split demand pattern, with two-wheelers outperforming passenger vehicles in the first two weeks of the season, according to Jefferies. Two-wheeler registrations rose 16% year-on-year, while passenger vehicle registrations fell 6%, underscoring a more price-sensitive and uneven consumer recovery.

4 min readRead →
Markets, IPOs & Wealth26 Oct 2026, 08:00 PM IST

Swiggy Shares Rebound After Q2 Rout as Brokerages Stay Bullish Despite Lower Targets

Swiggy shares recovered nearly 5% in early trade after a steep 17% sell-off triggered by its Q2FY27 results, which highlighted a split picture between improving food-delivery profitability and widening losses at Instamart. While Jefferies and Nomura trimmed their target prices, both brokerages retained constructive ratings, arguing that the core business remains on a stronger path even as quick-commerce losses stay elevated.

5 min readRead →
Banking, Fintech & Insurance18 Oct 2026, 08:00 PM IST

India’s Private Capex Cycle Appears to Be Gaining Momentum as Corporate and SME Credit Surges: Jefferies

India’s private investment cycle is showing clearer signs of traction, supported by a robust expansion in bank credit, according to Jefferies. The brokerage said credit growth rose 18.1% year-on-year in mid-September, with corporate lending and loans to micro, small and medium industrial enterprises posting especially strong gains, a combination that points to firmer business confidence and a healthier pipeline for capital expenditure.

5 min readRead →
Banking, Fintech & Insurance16 Oct 2026, 12:54 PM IST

IHC, First Abu Dhabi Bank Explore Stake in Bandhan Promoter BFSL

International Holding Company and First Abu Dhabi Bank are among investors evaluating a potential stake in Bandhan Financial Services, the promoter entity of Bandhan Bank, according to people familiar with the matter. The move comes as early backers GIC and IFC seek an exit from their combined 30% holding, while BFSL works with Jefferies to attract strategic investors for a 25% to 32% stake.

5 min readRead →
Banking, Fintech & Insurance15 Oct 2026, 05:45 AM IST

Indian Companies Shift Toward Bank Loans as Bond Costs Climb, Jefferies Says

Indian companies are increasingly turning to banks for funding as borrowing costs in the bond market rise, according to Jefferies. The shift is being supported by stronger corporate loan demand from NBFCs, wholesale trade, commercial real estate, power and chemicals, signalling a broader revival in bank credit appetite.

5 min readRead →
Macro Economy & Fiscal Policy09 Oct 2026, 04:45 AM IST

Jefferies Sees 76% Upside in Kalyan Jewellers Bull Case on Market-Share Gains and Store Expansion

Jefferies has reiterated a Buy rating on Kalyan Jewellers, assigning a base target of Rs 830 and a bull-case target of Rs 1,000, which implies as much as 76% upside from current levels. The brokerage said the company’s long-term growth case is supported by market-share gains, aggressive store additions, and a broader structural shift in India’s jewellery trade toward organised retail.

4 min readRead →
Markets, IPOs & Wealth07 Oct 2026, 06:01 PM IST

Meesho Shares Rise More Than 6% as Jefferies Keeps Buy Call

Meesho shares advanced sharply in late trade on Monday after Jefferies reiterated its bullish stance on the e-commerce platform, helping extend investor interest in one of India’s most closely watched startup listings. The stock closed 5.2% higher at ₹238.40, after touching intraday gains of more than 6% following the brokerage’s unchanged Buy rating.

4 min readRead →
Markets, IPOs & Wealth07 Oct 2026, 08:14 AM IST

Meesho Shares Rise More Than 6% as Jefferies Keeps Buy Call

Meesho shares advanced sharply in Tuesday’s trade after Jefferies reiterated its bullish stance on the e-commerce platform, reinforcing investor confidence in the company’s growth trajectory. The stock closed 5.2% higher at ₹238.40, after rising as much as 6% intraday, as the brokerage’s endorsement added momentum to a broader re-rating of India’s consumer internet names.

4 min readRead →
Markets, IPOs & Wealth07 Oct 2026, 03:08 AM IST

Nifty Spikes 300 Points in a Minute as Closing Auction Breaches 23,000 on Expiry Day

The Nifty 50 surged more than 300 points in less than a minute during Tuesday’s closing auction, briefly crossing the 23,000 mark before trimming gains, underscoring the intensity of expiry-day trading. The abrupt swing has revived scrutiny of closing auction session volatility, even as market participants watch for possible changes to derivatives settlement rules and signs of a recovery in options activity.

5 min readRead →
Markets, IPOs & Wealth06 Oct 2026, 11:29 PM IST

CAS-Driven Spike Sends Nifty Above 23,000 in Expiry-Day Whiplash

Nifty 50 surged by more than 300 points in under a minute during Tuesday’s closing auction, briefly breaching the 23,000 mark before giving up part of the move. The abrupt swing has intensified scrutiny of closing auction session volatility on expiry days, even as Sebi weighs changes to derivatives settlement rules and Jefferies points to a recovery in options volumes.

5 min readRead →
Markets, IPOs & Wealth06 Oct 2026, 06:32 PM IST

Meesho Shares Rise Over 6% as Jefferies Reaffirms Buy Call

Meesho shares climbed sharply in late trade after Jefferies reiterated its bullish view on the e-commerce platform, helping extend investor optimism around the company’s growth prospects. The stock ended the session 5.2% higher at ₹238.40, after touching stronger intraday gains on the back of the brokerage’s retained Buy rating.

5 min readRead →
Banking, Fintech & Insurance05 Oct 2026, 05:34 PM IST

HDFC Bank Shares Gain as Anup Bagchi Named CEO, Ending Leadership Overhang

HDFC Bank shares rose about 2% after the lender appointed Anup Bagchi as its new managing director and chief executive officer, removing a key uncertainty that had weighed on investor sentiment for months. Brokerages including Jefferies, Morgan Stanley and Citi stayed constructive, arguing that leadership clarity and strong quarterly business momentum could support a further re-rating.

5 min readRead →
Frontier AI & Machine Learning05 Oct 2026, 01:54 AM IST

Wall Street’s AI Rally Faces a Yield Shock as Long Bonds Climb

Wall Street’s artificial intelligence trade is holding up for now, but the surge in long-term Treasury yields is sharpening the risks beneath the surface. With the U.S. 30-year yield pushing above 5.6% and strategists warning it could rise further, investors are reassessing whether richly valued AI stocks can keep outperforming if borrowing costs stay elevated.

5 min readRead →
National Governance & Policy04 Oct 2026, 05:46 PM IST

Kerala CM Demands CPI(M) Apology Over Remarks Seen as Targeting Muslim-Majority Malappuram

Kerala Chief Minister Pinarayi Vijayan has come under pressure after criticism that his party’s remarks on Malappuram amounted to an attempt to stigmatise the Muslim-majority district. Opposition leader V.D. Satheesan accused the CPI(M) of borrowing from the Sangh Parivar’s playbook by using dog-whistle politics to court right-wing Hindu nationalist sentiment. The dispute has sharpened political fault lines in Kerala, where communal sensitivity, development claims and electoral positioning often intersect. The controversy now risks widening into a broader debate over whether mainstream parties are normalising rhetoric that singles out minority communities for political gain.

5 min readRead →
Startups & Venture Capital03 Oct 2026, 07:54 AM IST

Five Essential Books to Sharpen October Reading for India’s Startup Set

For founders, investors, and operators navigating a volatile startup market, October is an ideal month to reset with books that combine literary depth and practical insight. This curated list spans fiction and nonfiction, offering perspective on leadership, ambition, resilience, and the human cost of building in uncertain times.

6 min readRead →
Startups & Venture Capital03 Oct 2026, 05:47 AM IST

Google Unveils Gemini 4 Argon, Raising the Stakes in the Global AI Race

Google has introduced Gemini 4 Argon, describing it as its most advanced AI model to date and a fresh bid to regain momentum in a fiercely contested market. The launch underscores how the company is leaning on larger model capability, tighter product integration and developer reach to defend its position against rivals across the AI stack.

5 min readRead →
India Entertainment & Culture03 Oct 2026, 05:23 AM IST

The Hindu to Premiere 'Gandhi for GenZ' Today, Recasting the Mahatma for India’s Youth

The Hindu is set to release its documentary 'Gandhi for GenZ' today, positioning Mahatma Gandhi’s ideas within the lived realities of young Indians navigating uncertainty, inequality and digital-age pressures. The film aims to test whether the Father of the Nation still speaks meaningfully to a generation shaped by social media, economic anxiety and rapid cultural change.

6 min readRead →
Banking, Fintech & InsuranceJust now (05:39 PM IST)

PB Fintech Slides 50% From Peak as Regulatory Fears Hit Insurance Plays

PB Fintech shares have fallen 50% from their all-time high and slipped below the company’s 2021 IPO price of Rs 980 after a six-day rout triggered by proposed IRDAI curbs on insurance distribution. The selloff has intensified as brokerages including Bernstein and Jefferies cut target prices, warning that earnings momentum could come under pressure if regulatory changes reshape the economics of online insurance selling.

5 min readRead →
Markets, IPOs & WealthJust now (08:38 AM IST)

Jefferies Turns Bearish on TCS, Wipro and Six Other IT Stocks Ahead of Q2 Results

Jefferies has taken a cautious view on India’s information technology sector ahead of second-quarter earnings, warning that growth is likely to remain modest and increasingly dependent on acquisitions rather than broad-based demand recovery. The brokerage sees large-cap IT names under pressure, with TCS, Wipro and HCLTech among the stocks facing underperform calls, while Infosys retains a hold rating and mid-sized firms are expected to fare better.

6 min readRead →
National Governance & PolicyJust now (08:16 PM IST)

HAL Shares May Re-rate as Tejas Mk1A Deliveries Near, Jefferies Says

Hindustan Aeronautics Ltd. could be approaching a fresh valuation re-rating as visibility improves on deliveries of the Tejas Mk1A fighter jet, Jefferies said. The brokerage highlighted that the aircraft accounts for 43% of HAL’s order book and noted that management now expects 10 deliveries this year, well above its earlier estimate of five.

4 min readRead →
Markets, IPOs & WealthJust now (02:43 PM IST)

HAL Shares May Re-rate as Tejas Mk1A Deliveries Near, Jefferies Says

Hindustan Aeronautics Ltd. could be headed for a valuation re-rating as visibility improves on deliveries of the Tejas Mk1A fighter, which accounts for 43% of the company’s order book, Jefferies said. The brokerage retained its Buy rating and Rs 6,800 target price, citing stronger-than-expected delivery guidance from HAL management.

5 min readRead →
Markets, IPOs & WealthJust now (09:13 AM IST)

Molbio Diagnostics Surges 9% as Jefferies Names It a High-Conviction Top Pick

Molbio Diagnostics shares rallied sharply after Jefferies initiated coverage with a Buy rating and a rare “high-conviction top pick” call, citing substantial upside from current levels. The brokerage set a target price of Rs 1,600, implying about 27% upside from Tuesday’s close and nearly 98% above the company’s Rs 807 IPO price, reinforcing investor interest in the recently listed diagnostics stock.

5 min readRead →
Enterprise Tech, Cloud & AIJust now (08:22 PM IST)

Tech Shares Rise on Anthropic IPO Optimism as High Oil and Yields Keep Pressure on Global Markets

Global equities were mixed in late trade as technology stocks found support from renewed optimism around an eventual Anthropic IPO, helping offset the drag from elevated oil prices and stubbornly high sovereign yields. The move underscored how rate-sensitive markets remain anchored to bond yields, which continue to shape borrowing costs, equity valuations and broader risk appetite across regions.

6 min readRead →
Banking, Fintech & InsuranceJust now (08:15 AM IST)

PB Fintech Sinks 42% in Four Sessions as IRDAI Reform Shock Erases Rs 37,000 Crore; Jefferies and Bernstein Split on Recovery

PB Fintech shares have plunged 42% in four trading sessions, wiping out about Rs 37,000 crore in market value after the insurance regulator proposed reforms aimed at distribution practices and dark patterns. While Jefferies cut its target price, Bernstein maintained an Outperform view and sees as much as 100% upside from current levels, underscoring a sharp divide over the stock’s medium-term outlook.

5 min readRead →
Banking, Fintech & InsuranceJust now (06:26 AM IST)

PB Fintech Sinks 42% in Four Sessions as IRDAI Reform Fears Erase Rs 37,000 Crore; Jefferies, Bernstein Still See Deep Upside

PB Fintech, the parent of Policybazaar and Paisabazaar, has lost about Rs 37,000 crore in market value over four trading sessions after the insurance regulator proposed reforms that could reshape distribution economics and curb dark patterns. The selloff has been severe, but brokerages remain divided on the damage: Jefferies has cut its target, while Bernstein has kept an Outperform rating and sees as much as 100% upside from current levels.

5 min readRead →

🏢 About this Entity

Corporations, startups, regulatory bodies, central banks, ministries and judicial courts. All news mentioning this entity is automatically verified and aggregated into this live intelligence dossier.

Co-Occurring Entities

Entities frequently referenced alongside Jefferies:

India(22)New Delhi(14)PB Fintech(3)Meesho(3)Insurance Regulatory and Development Authority of India(3)International Holding Company(3)