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Jefferies says these firms are strong in their sectors: one gains from infra push, another from telecom cost control, and the third from rising airport traffic and expansion
Jefferies cites robust foundations, strong profit margins, and future earning potential as key reasons for their selections. (Representative/Shutterstock)
In the midst of stock market fluctuations, a prominent global brokerage firm Jefferies has recommended three stocks poised for potential short-term gains of up to 25%. Announced on August 1, 2025, Jefferies cites robust foundations, strong profit margins, and future earning potential as key reasons for their selections, making them attractive options for investors.
The three stocks are Larsen & Toubro (L&T), Bharti Airtel, and GMR Airports Infrastructure.
What Target Price Did Jefferies Set
Jefferies has set a target price for L&T at Rs 4,230, suggesting a potential increase of up to 24% from its current price. The firm highlights L&T’s impressive performance in the June quarter, where its EBITDA exceeded expectations by 7% due to expedited project completion. The company’s order book is at a record high, 33% more than the previous year, indicating the acquisition of substantial future projects. Jefferies predicts L&T’s annual growth rate to be 10%, which bodes well for investors.
For Bharti Airtel, Jefferies has set a target price of Rs 2,045.50, indicating a potential profit of up to 25%. According to the Financial Express, Airtel’s earnings from its Indian business constitute over 90% of its total earnings. In 2025, the company’s EBITDA margin improved by 210 basis points due to stringent control over network and sales expenses. Airtel’s operational efficiency is reflected in its reduced fuel consumption per site and lower dealer commissions. The company’s free cash flow surged by 54%, and its debt decreased by 12%, with most of the debt being in Indian currency, thereby minimising foreign currency risk.
GMR Airports is the third stock, with a target price of Rs 103.70, suggesting a 12% growth potential. The company’s EBITDA increased by 45% in the first quarter, driven by the implementation of a new tariff system at Delhi Airport and a recovery in air travel. Hyderabad Airport experienced a 17% increase in passenger traffic, particularly a 19% rise in domestic passengers. GMR is also exploring new ventures such as hotel development and cargo terminal management. Additionally, GMR now has full control over Delhi Duty-Free, which is expected to boost its earnings further.
Which Stocks Also Got A BUY Rating?
In addition to these recommendations, Jefferies has given a BUY rating to JSW Energy with a target price of Rs 700 per share, and to Swiggy with a target price of Rs 500 per share.
Jefferies asserts that these companies are strong in their respective sectors: L&T will benefit from large infrastructure projects, Airtel from cost control in telecom, and GMR from the growing demand for airports.
Disclaimer:Disclaimer: The views and investment tips by experts in this News18.com report are their own and not those of the website or its management. Users are advised to check with certified experts before taking any investment decisions.
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