Jefferies picks 11 stocks that can deliver 15-25% CAGR return for 5 years
Global brokerage firm Jefferies has released a list of 11 stocks that it believes can deliver 15-25% CAGR over the next five years. Stocks with the highest upside include Macrotech, Axis Bank, Max Healthcare and Amber.
Global brokerage firm has released a list of 11 stocks that it believes can deliver 15-25% CAGR over the next five years. Stocks with the highest upside include Macrotech, , and Amber.Here's the full list of 11 stocks that Jefferies has told clients to bet on for the next five years.
1) : Expected to benefit from India's manufacturing growth story.
Target price: Rs 9,740
Upside potential: 2.9x
2) : Strong demand expected from capex upcycle, driving 19% EBITDA CAGR.
Target price: Rs 1,250
Upside potential: 2.1x
3) Axis Bank: Expected to see 17% loan and 18% EPS CAGR over FY24-29.
Target price: Rs 2,810
Upside potential: 2.7x
4) : Anticipated strong EBITDA growth with moderating capex.
Target price: Rs 2,530
Upside potential: 2.1x
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5) : Planning a 3x increase in power capacity to 20GW by FY30, with renewable energy share rising to 80%.
Target price: Rs 1,100
Upside potential: 2.2x
6) L&T: Targeting more than 15% revenue CAGR over FY23-30.
Target price: Rs 7,564
Upside potential: 2.1x
7) Macrotech Developers: Expected to experience a strong housing cycle, driving 17.5% CAGR in pre-sales growth.
Target price: Rs 3,000
Upside potential: 3x
8) Max Healthcare: Doubling bed capacity to address under penetration in quality healthcare.
Target price: Rs 1,925
Upside potential: 2.7x
9) SBI: Forecasts 13% loan growth driven by retail, SME & corporate segments, alongside ROA expansion beyond 1%.
Target price: Rs 1,860
Upside potential: 2.5x
10) TVS Motor Company: Positioned as a key beneficiary of the revival in Indian two-wheeler demand and transition to electric vehicles.
Target price: Rs 5,000
Upside potential: 2.4x
11) Zomato: Low penetration levels in core segments provide a substantial growth runway.
Target price: Rs 400
Upside potential: 2.5x
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
1) : Expected to benefit from India's manufacturing growth story.
Target price: Rs 9,740
Upside potential: 2.9x
2) : Strong demand expected from capex upcycle, driving 19% EBITDA CAGR.
Target price: Rs 1,250
Upside potential: 2.1x
3) Axis Bank: Expected to see 17% loan and 18% EPS CAGR over FY24-29.
Target price: Rs 2,810
Upside potential: 2.7x
4) : Anticipated strong EBITDA growth with moderating capex.
Target price: Rs 2,530
Upside potential: 2.1x
Also read |
5) : Planning a 3x increase in power capacity to 20GW by FY30, with renewable energy share rising to 80%.
Target price: Rs 1,100
Upside potential: 2.2x
6) L&T: Targeting more than 15% revenue CAGR over FY23-30.
Target price: Rs 7,564
Upside potential: 2.1x
7) Macrotech Developers: Expected to experience a strong housing cycle, driving 17.5% CAGR in pre-sales growth.
Target price: Rs 3,000
Upside potential: 3x
8) Max Healthcare: Doubling bed capacity to address under penetration in quality healthcare.
Target price: Rs 1,925
Upside potential: 2.7x
9) SBI: Forecasts 13% loan growth driven by retail, SME & corporate segments, alongside ROA expansion beyond 1%.
Target price: Rs 1,860
Upside potential: 2.5x
10) TVS Motor Company: Positioned as a key beneficiary of the revival in Indian two-wheeler demand and transition to electric vehicles.
Target price: Rs 5,000
Upside potential: 2.4x
11) Zomato: Low penetration levels in core segments provide a substantial growth runway.
Target price: Rs 400
Upside potential: 2.5x
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Source: Stocks-Markets-Economic Times
