Top Suggested Purchase Recommendation by Jefferies at Present Moment
Hey there! today we're diving into the latest stock recommendations from global brokerage firm Jefferies, with a focus on Indian Hotels, Mahindra & Mahindra, and Coforge. So buckle up, let's explore the reasons behind these picks and why they're worth considering for your portfolio.
Indian Hotels: A Bright Future Awaits
Jefferies has given a 'Buy' rating to Indian Hotels, with a revised target price of ₹980, having a potential upside of 22%.
Here's why: 🔍 Indian Hotels' performance and growth shows that the hotel segment revenue and EBITDA grew 13% and 20% respectively, showing healthy traction in core business. With expansion plans like 74 new signings and 26 openings in FY25, the company is fully equipped to stake its claim in the competition.
"We expect EBITDA/PAT CAGR of 16-18% over FY25-FY28" the brokerage said, citing the company's continued growth. The alternative formats such as Ginger, Qmin, and Ama Stays have shown 40% YoY growth, while the international portfolio is turning around with The Pier (New York) Hotel becoming EBITDA positive in FY25.
Mahindra & Mahindra: Double-Digit Growth Ahead
Jefferies believes in Mahindra & Mahindra and has given it a 'Buy' rating with a revised target price of ₹4,000. The farm equipment segment, which contributes nearly 40% of the company's EBIT, looks robust, as tractor sales grew 18% in the second half of FY25. M&M projects a high-single-digit growth in FY26, while Jefferies is even more bullish, targeting an 11% CAGR in tractor volumes from FY25 to FY28.
In the passenger vehicle space, M&M's SUV market share has surged, more than doubling in just four years from 5.8% in FY21 to 12.8% in FY25. The company is gearing up to launch three new SUVs and two upgrades in 2026, which includes one internal combustion engine model and two battery electric vehicles.
Coforge: Revenue Growth and Strong Margins
Jefferies remains positive on Coforge. This tech powerhouse delivered a strong performance in Q4, with constant currency revenue growth of 3.4%, pleasantly surprising the street. The company signed five large deals, including the massive $1.6 billion contract with Sabre, taking the total fresh order intake to an all-time high of $2.1 billion, up 175% year-on-year.
EBIT margins rose 120 basis points quarter-on-quarter, courtesy of reduced ESOP costs and cost synergies. Looking ahead, Jefferies expects Coforge to clock a 23% CAGR in earnings per share (EPS) between FY26 and FY28. The brokerage notes that the company's 12-month forward revenues to executable order book ratio generally ranges between 1.25x-1.6x. Even at 1.2x, the order book of $1.5 billion presents comfort for 25% growth in FY26.
In conclusion, Jefferies' bullish take on Indian Hotels, Mahindra & Mahindra, and Coforge is backed by their strong fundamentals, future growth, and resilience. Keep these stocks in your crosshairs and watch as they deliver strong returns! Time to doubles down, and don't forget to pat yourself on the back for a savvy move 🤓!
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- The latest stock recommendations from Jefferies include Indian Hotels, Mahindra & Mahindra, and Coforge, and they suggest investing in these stocks now due to their promising outlook.
- Indian Hotels' strong performance and growth have caught Jefferies' attention, with a 'Buy' rating and a revised target price of ₹980, indicating a potential upside of 22%.
- Mahindra & Mahindra is another stock that Jefferies is bullish on, giving it a 'Buy' rating with a revised target price of ₹4,000, due to its robust farm equipment segment and strong tractor sales growth.
- Coforge is another tech powerhouse that Jefferies remains positive on, thanks to its strong performance in Q4, constant currency revenue growth, and 23% CAGR in earnings per share (EPS) expected between FY26 and FY28.
- Jefferies is predicting double-digit growth for Mahindra & Mahindra in FY26, with an 11% CAGR in tractor volumes from FY25 to FY28.
- Indian Hotels' expansion plans include 74 new signings and 26 openings in FY25, positioning the company well for future growth.
- The general news and personal finance world will be watching these stocks closely as they deliver strong returns, according to Jefferies.
- Keep Indian Hotels, Mahindra & Mahindra, and Coforge in your investment portfolio as they continue to show strong fundamentals, growth, and resilience in the DEFi and technology-driven market of FY25 and beyond.
