Jefferies names top Indian stock picks across seven key sectors

Jefferies has identified top Indian stock picks across key sectors including energy, chemicals, real estate, consumer tech, healthcare, and pharmaceuticals, citing specific growth catalysts for each company. The selections feature JSW Energy with a target capacity expansion to 24.7 GW by fiscal 2030, Navin Fluorine International targeting 23% revenue CAGR, and Lodha Developers leveraging a 660-acre land bank for data centers. Eternal Limited, Tata Consumer Products, Fortis Healthcare, and Gland Pharma round out the list with growth projections in delivery services, consumer goods, hospital beds, and pharmaceutical sales. Jefferies has set price targets for all seven companies, ranging from Rs720 for JSW Energy to Rs9,045 for Navin Fluorine International, with recommendations based on execution progress and market positioning.