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Stocks to buy today | Jefferies India stock recommendations: The Q2FY27 results season is in full swing, and stock market investors are busy decoding the Q2 earnings declared by the listed Indian entities. Jefferies India has made it easy for investors to review the Q2 results 2026 of some companies. After the Q2FY27 results review, the global investment bank has given a ‘buy’ tag to five shares: Sunteck Realty, Radico Khaitan, WeWork India, Supreme Industries, and Kajaria Ceramics. The Jefferies India report has reduced the share price target of Suntech Realty shares but maintained a ‘buy’ tag, saying, “Sunteck Realty's H1FY27 pre-sales growth of 19% comes from a well diversified portfolio in Mumbai. Management maintained a strong launch pipeline for the 2H as its recent acquisitions start to get monetised. The large Dubai project remains impacted by market conditions. A couple of large luxury projects in Mumbai will likely see action only in FY28, pending which we raise the target discount to 30%, implying a PT of ₹450.” Giving a ‘buy’ tag to the brewery stock with a target price of ₹5200, Jefferies India report says, "Radico’s Sep-26 Qtr revenue/EBITDA/PAT grew 17%/50%/66% YoY, beating JEFe by 6%/8%/13%. P&A volumes grew 36% YoY, led by strong vodka momentum. Despite input inflation, mix improvement drove EBITDA margin to 20.5% (+457 bps YoY). Radico raised FY27 P&A volume growth guidance to 30% from 25% while maintaining ~20% margin guidance." The global investment bank has given a ‘buy’ tag to the WeWork shares, saying, "WeWork India revenue growth surged to the fastest since listing pace of 34% YoY driven by strong demand for flex office space and timely expansion by the management. Opposit Level benefits drove QoQ margin expansion, even as seat additions surged to a high and the balance sheet turned net cash. We raise our estimates and expect a 28%/37% rev/ebitda growth in FY27E. Maintain Buy, with PT of ₹950." Jefferies India has reduced the share price target but maintained the ‘buy’ tag for Supreme Industries shares, saying, "We make minor tweaks, broadly retaining FY27-29e EPS. We roll-over PT and normalise target PE to 34x, at a 10% discount to its 5-Y avg PE (vs 38x) - factoring PVC volatility amid ongoing ME conflict. We view SI as a play on housing, capex, infra, and agri demand, and est sales/PAT CAGR of +17%/+22% over FY26-29e. Buy; PT ₹4,235." The global investment bank has raised the price target of this stock from ₹1205 to ₹1240 in the base case, saying, "KJC's Sep26-Q was a margin beat to JEFe, as YTD price hikes and low employee cost offset fuel surge. Pan-India avg gas price has surged from ₹37/scm in Dec25Q to ₹71 now. The gas situation may worsen due to the ongoing ME conflict. KJC's YTD price hikes are +12-13% in North & South and higher in the West. Q2 volume rose by a healthy +10%YoY on a low base of LY. We raise FY27-29e EPS by +6-9%. But gas situation and higher competition are key monitorables." In the upside scenario, the Jefferies India report has set a share price target of ₹1450 for Kajaria Ceramics, whereas in the downside scenario, the global investment bank has set a price target of ₹900 apiece. Disclaimer: This story is for educational and informational purposes only. The views and recommendations above are those of individual analysts or broking companies, not Mint. We advise investors to check with certified financial experts before making any investment decisions. Asit Manohar has nearly two decades of experience in the mainstream media. In this period, he has served esteemed media organisations like NDTV Profit, The Economic Times, and Zee Business. He has been working at LiveMint Digital since April 2021. During these two decades of journey in mainstream media, Asit has mainly covered external affairs, markets and personal finance. However, his earliest beats include railways, SME, MSME, and politics (Congress beat). Some of his features on political, economic, and foreign policy are documented in the parliamentary records. <br><br> While pursuing his MA (Mass Communication, Session 2004-06), Asit began his media career as a stringer at All India Radio in Varanasi. At AIR Varanasi, Asit worked with the Gyanvani, Yuvvani and Vividh Bharti teams. After working for nearly one year at AIR Varanasi, he shifted to print journalism and started working as a stringer for the HT Media Ltd, Varanasi. At HT Media Ltd in Varanasi, he covered the BHU beat. <br><br> Asit has also worked with some brokerage houses. He has worked with Religare Broking and India Infoline, where he assisted the research team in developing and executing trade strategies for intraday cash, F&O, and commodities. <br><br> Asit is a Gold Medalist in MA (Mass Communication) from BHU, Varanasi. He did his BSc. (Hons) in Mathematics from Magadh University, Bodh Gaya. Asit was a National Talent Scholarship holder during his senior secondary studies (1988-91). Catch all the Business News , Market News , Breaking News Events and Latest News Updates on Live Mint. Download The Mint News App to get Daily Market Updates. Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.
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