Jefferies picks 4 NBFCs with up to 20% upside that may continue outperforming Nifty, bank stocks. Here’s why
Economic Times 5d ago·25 Aug 2026, 11:02 am
Jefferies has identified Aditya Birla Capital as one of four non-banking financial companies (NBFCs) that could deliver significant returns. The brokerage believes the stock has the potential to outperform both the broader Nifty index and banking stocks over the medium term. This positive outlook is driven by expectations of strong earnings growth and an improvement in asset quality.
The report suggests that while the scope for a sharp re-rating of the stock's valuation is limited, the company's fundamentals are expected to remain robust. Investors are advised to monitor the company's quarterly performance and its ability to maintain credit growth alongside a healthy asset book.
Affected stocks
Bullish3 stocks
Aditya Birla Capital
ABCAPITAL Bullish
₹412.90
SHRIRAMFIN
SHRIRAMFIN Bullish
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BAJFINANCE
BAJFINANCE Bullish
—
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns Aditya Birla Capital (ABCAPITAL).
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Flagged as a high-impact, market-moving story.
- Also mentions SHRIRAMFIN, BAJFINANCE.
Why it matters
This is a high-impact development for Aditya Birla Capital and could move the stock. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
