JEFFERIES ADANI STOCKS
Q2 earnings upgrades hold above 50%, says Jefferies. Is the profit cycle turning?
India’s Q2 FY27 earnings show signs of resilience, with Jefferies reporting that 50% of the 105 companies it tracks received FY27 earnings estimate upgrades, while 41% saw downgrades and 9% remained unchanged. The share of companies beating expectations rose to 56% from 52% in the previous quarter, though the recovery remains uneven across sectors.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian equities rallied over 1% on Thursday as the Federal Reserve held interest rates steady, crude prices eased and institutional buying strengthened sentiment. Sensex gained 905 points, while Nifty rose 238 points, adding nearly ₹5 lakh crore in market value.
Why is market rallying today? Sensex jumps 900 points, Nifty above 22,900. 6 key factors behind Rs 5 lakh crore gains
The Indian stock market saw a vibrant uptick as both Sensex and Nifty surged over 1.1%, attributed to the Federal Reserve's decision to maintain interest rates. Renewed interest from foreign investors was evident, with net purchases of Indian equities totaling approximately Rs 872 crore on Wednesday. Optimism surrounding potential reductions in long-term capital gains tax also fostered positive market sentiment.
Adani group stocks jump up to 3%, add Rs 23,000 crore to total m-cap. What’s behind the surge?
Adani Group stocks rose on Thursday, adding Rs 23,000 crore to their combined market capitalisation, as Q2 results and bullish brokerage calls lifted sentiment. Adani Power reported a 134% jump in net profit, while Jefferies raised its target price for Adani Ports and sees significant upside in Adani Enterprises.
City Union Bank shares rally 7% after Q2 net profit grows 27% YoY to Rs 416 Crore
City Union Bank shares rose sharply on Thursday after the lender reported a 27% year-on-year rise in Q2 FY27 net profit to Rs 416 crore. Net interest income grew 31%, while asset quality improved, with gross NPAs falling to 1.44%. Deposits and advances also recorded strong growth during the quarter.
Potential LTCG tax cut could revive FIIs’ India bet, says Jefferies: Which stocks may benefit most?
Jefferies sees a potential long-term capital gains tax (LTCG) cut as a possible trigger for foreign investors to return to Indian equities after record outflows. Banks, Reliance Industries, utilities and real estate stocks could be the biggest beneficiaries. Here’s where foreign investors are positioned and what a tax cut could mean.
Adani Ports shares rise 3% after Q2 results. Why did Jefferies and Nomura raise target prices?
Adani Ports shares rose after the company reported strong Q2 FY27 earnings and raised its full-year guidance. Jefferies and Nomura increased their target prices, citing robust international port performance, higher earnings estimates and long-term growth prospects.
Sensex jumps 1,100 pts from day’s low, Nifty closes above 22,750 as D-St rebounds after 4-day losses. Is this relief rally sustainable?
On Monday, the Indian stock market experienced a notable rebound, with the Sensex and Nifty indices recovering about 2% after previous declines. Major players like Kotak Mahindra Bank and Adani Ports contributed to this surge, boosting investor confidence. However, analysts caution against potential risks due to rising crude oil prices and economic uncertainties, indicating that while there's room for recovery, careful stock selection remains essential.
Amagi Media Labs shares fall 3% after company flags cyber extortion attempt
Amagi Media Labs shares dropped on Thursday after the company disclosed a cyber extortion attempt involving allegedly obtained operational and network configuration data. The company is investigating the claim with external cybersecurity experts and legal counsel, while stating that services remain unaffected and no material financial impact is expected at this stage.
Adani Green Energy shares fall 4% after Q2 results. What are Jefferies, JM Financial saying?
Adani Green Energy reported a 15% year-on-year rise in Q2FY27 net profit to Rs 673 crore, while revenue grew 39% to Rs 4,520 crore. Shares fell 4% after the results. Jefferies maintained its Buy rating, while JM Financial retained Add, citing growth opportunities and operational challenges.
GQG Partners sells Rs 24,400 cr worth of Indian stocks in 2026
GQG Partners has recently executed a block deal, offloading ITC shares worth approximately ₹9,395 crore. The firm has also downplayed its presence in several Adani Group enterprises this year, while simultaneously ramping up investments in JSW Energy and JSW Steel during the June quarter. In total, GQG has scaled back investments worth around ₹24,400 crore across various Indian firms since early 2026, continuing to oversee assets exceeding $156 billion.
Elara initiates coverage on Adani Power, sees up to 17% upside as expansion plans gather pace
Elara Securities has initiated coverage on Adani Power with an Accumulate rating and a target price of Rs 220, implying 17% upside. The brokerage expects capacity expansion from 18.3 GW to around 42 GW by FY32 to drive growth, while flagging execution risks, rising debt and limited valuation headroom.
Jefferies sees 35% upside in Adani Green shares, flags demand and execution triggers
Jefferies has maintained its ‘Buy’ rating on Adani Green Energy, setting a target price of Rs 1,695, implying 35% upside from the recent close of Rs 1,255. The brokerage sees the stock’s 22% correction from its peak as an opportunity, citing attractive valuations, rising power demand, improving utilisation at Khavda and expansion in battery storage.
FII ownership hits 17-year low, but foreign holdings in Indian equities rise 3.6 times to $783 billion: Report
Foreign investor ownership in Indian equities has fallen to a 17-year low of 15.1%, but the absolute value of holdings has risen to around $783 billion. OmniScience Capital attributes the decline in ownership share to faster growth in domestic investor participation.
Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian benchmark indices reversed early gains on Monday, with the Sensex falling 548 points and the Nifty closing below 22,400 amid persistent FII selling, rising bond yields and geopolitical concerns. Investors will track key stocks, global cues, crude oil prices, inflation data and earnings expectations for Tuesday’s market direction.
Rising oil, weak rupee and rate fears hammer Dalal Street; VIX jumps 10%
On Thursday, Indian equities faced a significant sell-off, leading to declines in both Sensex and Nifty. The Sensex dropped by 1,045.46 points, while Nifty fell by 371.25 points. The decline resulted in a market capitalisation loss of nearly ₹10 lakh crore. Global concerns such as elevated oil prices and interest rate increases are impacting investor sentiment. Overall, the Indian stock market continues to struggle amid challenging economic factors.
Why did market crash today? Nifty hits fresh 52-week low, Sensex tanks over 1,000 pts. 7 triggers behind Rs 10 lakh cr bloodbath
Sensex Nifty Down: On Thursday, there was a notable decline in the Indian stock market, marked by a drop of over 1.5% in both Sensex and Nifty. This downturn was attributed to the RBI's tightening policies and ongoing selling by foreign institutional investors.
Why did stock market crash today? Sensex tumbles 1,124 points, Nifty below 22,800; 6 factors behind Rs 8 lakh crore rout
On Monday, the Indian stock market saw a major sell-off, with the Sensex and Nifty indexes plummeting due to escalating Iran-US tensions that drove up oil prices. This volatility dampened investor sentiment while bond yields reached highs not seen in years, creating additional pressure on equities. The rupee depreciated against the US dollar, raising worries about currency stability as foreign investors continued liquidating their stocks.
How Gautam Adani turned Rs 1 lakh crore of stressed asset deals into a mega infrastructure bet
Gautam Adani's ambitious acquisition strategy involves securing over 20 infrastructure deals valued at ₹1 lakh crore, encompassing diverse sectors such as power, ports, airports, and renewable energy. This approach comes in response to prior financial challenges in India. The Adani Group aims to boost operational efficiencies and expand its capacity, resulting in improved EBITDA across its thermal power plants.
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