Synopsis : Jefferies upgraded three shares with Buy rankings, citing robust progress potential, strategic initiatives, and market positioning, projecting upside of 25–61%, backed by sturdy earnings, operational effectivity, and favorable sector tendencies.
One of the main brokerage companies, Jefferies, has revised its goal costs for 2 outstanding shares, following an in depth evaluation of their latest monetary efficiency, progress prospects, and present market tendencies. The up to date valuations replicate the agency’s outlook on the corporate’s earnings potential, strategic positioning, and anticipated investor demand within the close to time period.
The brokerage sees important upside potential, with positive aspects starting from 21 p.c to 59 p.c, primarily based on strategic progress initiatives, capital plans, and market positioning. Analysts spotlight that these corporations are efficiently navigating altering financial and sector-specific situations in India, making them engaging funding choices. Following are the checklist of shares with a brand new goal value
Ambuja Cement Limited
Jefferies has maintained its ‘Buy’ score on the inventory with the goal value of Rs. 735, with an upside of 60.52 p.c from present market value of Rs. 457.90 per fairness share.
According to the Brokerage agency, the corporate is shifting from aggressive capability growth to optimizing its present vegetation, integrating latest acquisitions, and enhancing revenue per tonne of cement.
The intention is to attain a manufacturing utilisation price of 80–85 p.c, whereas cost-cutting measures are lowering clinker manufacturing prices from over Rs. 2,000 per tonne to a goal of Rs. 1,500 per tonne by way of renewable power adoption and enhanced logistics. Jefferies notes this strategy displays a pivot from expansion-at-scale to consolidation and operational execution.
Ambuja Cements Limited is an Ahmedabad-based firm that, together with its subsidiaries, manufactures, markets, and sells cement and associated merchandise in India. Its choices embody Portland pozzolana cement, extraordinary Portland cement, temperature-resistant concrete blocks, Blaine Portland cement, and micro supplies, catering to homebuilders, builders, infrastructure tasks, masons, contractors, architects, and engineers.
With the market capitalization of Rs. 1,13,184.80 crore, the shares of Ambuja Cement Limited closed at Rs. 457.90, down by 0.95 p.c from its earlier day’s shut value of Rs. 462.30 per fairness share.
The firm reported Q3FY26 income of Rs. 10,277 crore, marking a YoY progress of 9.2 p.c from Rs. 9,411 crore in Q3FY25. Compared to the earlier quarter (Q2FY26 income of Rs. 9,174 crore), income rose 12 p.c QoQ, indicating a robust sequential restoration.
Net revenue declined sharply to Rs. 367 crore in Q3FY26, a YoY drop of 86.2 p.c from Rs. 2,663 crore in Q3FY25 and 84 p.c decrease than Q2FY26’s Rs. 2,302 crore, primarily as a result of decrease EBITDA and better bills, signaling important profitability challenges within the quarter.
AU Small Finance Bank Limited
Jefferies has maintained its ‘Buy’ score on the inventory with the goal value of Rs. 1,220, implying an upside of 32.90 p.c from present market value of Rs. 917.95. According to the brokerage agency, regulatory aid from the central financial institution permits the financial institution to keep away from creating a brand new holding firm until it begins non-banking companies, enabling it to deal with transitioning right into a common financial institution.
This standing is anticipated to draw wealthier purchasers, massive corporates, and high-quality deposits, whereas boosting earnings from companies like bank cards and overseas alternate. Analysts consider this strategic shift will strengthen the financial institution’s model and enhance profitability over the subsequent three to 5 years.
AU Small Finance Bank Limited, headquartered in Jaipur and included in 1996, provides a variety of banking and monetary companies throughout India. Operating by way of treasury, retail, wholesale, and different banking segments, it offers deposit accounts, loans for autos, houses, companies, and agriculture, insurance coverage, mutual funds, digital banking, cost companies, and authorities banking options. The financial institution serves people, SMEs, NRIs, professionals, companies, and authorities establishments.
With the market capitalization of Rs. 68,671.02 crore, the shares of AU Small Finance Bank Limited closed at Rs. 917.95, down by 2.15 p.c from its earlier day’s shut value of Rs. 938.10 per fairness share.
AU Small Finance Bank reported a internet curiosity earnings of Rs. 2,341 crore in Q3 FY26, marking a 16 p.c year-on-year enhance from Rs. 2,023 crore in Q3 FY25 and a 9 p.c rise sequentially from Rs. 2,144 crore.
On the profitability entrance, the financial institution posted a internet revenue of Rs. 668 crore in Q3 FY26, elevated by 26 p.c from Rs. 528 crore a yr earlier in Q3 FY25 and 19 p.c quarter-on-quarter from Rs. 561 crore in Q2 FY26.
Uno Minda Limited
Global brokerage Jefferies has turned bullish on Uno Minda, initiating protection with a ‘Buy’ score. The analysts spotlight the corporate as a progress amplifier, with robust publicity to the Indian auto sector by way of a well-diversified, largely powertrain-agnostic portfolio and round 90 p.c home gross sales.
The brokerage has set a goal value of Rs. 1,350, implying an upside of round 24 p.c from its CMP. The inventory’s premium valuation displays confidence in Uno Minda’s operational effectivity, sturdy progress prospects, and market positioning.
Growth and Earnings Outlook
Jefferies expects earnings per share (EPS) to develop at 25 p.c yearly, with a median return on fairness (ROE) of 20 p.c over FY26–28. While the inventory trades at 42x FY27 earnings, near its five-year common, analysts consider the valuation is justified as a result of secure margins, excessive returns, and powerful progress potential.
Diversified Portfolio and Industry Tailwinds
Uno Minda’s portfolio consists of lighting, switches, castings, seating, acoustics, EV components, and sensors, with balanced publicity to passenger autos and two-wheelers. Jefferies stays optimistic on Indian auto demand, supported by financial progress, GST cuts, easing liquidity, and upcoming authorities wage hikes, which might drive 9 p.c manufacturing CAGR for PVs and 2Ws over FY26–28.
Strong Margins, ROE, and Cash Flow
The firm has maintained EBITDA margins between 10.7–12.3 p.c, with analysts projecting 11.2–11.8 p.c over FY26–28. Uno Minda has additionally delivered a wholesome ROE of 19–21 p.c and powerful working money move, whereas Jefferies expects optimistic free money move and declining internet debt-to-EBITDA by FY28, reflecting a stable steadiness sheet.
Uno Minda Limited is a Gurugram-based firm that, together with its subsidiaries, manufactures and provides a variety of automotive elements and methods in India and internationally. Its merchandise embody alloy wheels, switches, horns, infotainment methods, sensors, actuators, telematics, EV elements, automotive seats, batteries, braking methods, air filtration methods, and inside equipment for 2-wheelers, 3-wheelers, 4-wheelers, EVs, off-road, and business autos.
With the market capitalization of Rs. 62,441.74 crore, the shares of Uno Minda Limited closed at Rs. 1,081.40, up by 3.05 p.c from its earlier day’s shut value of Rs. 1,115.45 per fairness share.
Uno Minda Limited reported Q3FY26 income of Rs. 5,018 crore, up 19.9 p.c YoY from Rs. 4,184 crore in Q3FY25 and 4.2 p.c QoQ from Rs. 4,814 crore in Q2FY26, reflecting regular progress in automotive and EV part gross sales.
Net revenue for Q3FY26 was Rs. 300 crore, up 18.1 p.c YoY from Rs. 254 crore in Q3FY25, although down 7.1 p.c QoQ from Rs. 323 crore in Q2FY26, suggesting some margin strain regardless of greater income and EBITDA.
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