jefferies’ top 12 “Value Buy” stocks for India in August 2025 — complete with fundamentals, latest results, growth triggers, and ideal entry ranges for investors.
📌 Summary
Jefferies’ latest “Value Buy” basket spans infrastructure, clean energy, defence, aviation, telecom, cement, and turnaround plays — with 30%–55% upside potential over the next 12 months. Below, we break down each stock’s fundamentals, recent performance, and suggested entry levels for long‑term investors.
⚡ Energy & Renewables
Thermax — Target ₹6,100 (~55% upside) | CMP ~₹3,930
- Debt‑free; strong green hydrogen & carbon capture projects.
- Latest: ₹1,029 cr Botswana clean energy project win.
- Entry: ₹3,750–₹3,900.
ONGC — Target ₹233.60 (~54% upside) | CMP ~₹151
- Dividend yield 5.02%, production ramp‑up from KG Basin & Mumbai High.
- Entry: ₹145–₹155.
Adani Energy Solutions — Target ₹1,350 (~42% upside) | CMP ~₹790
- Transmission & renewable energy capacity expansion.
- Entry: ₹760–₹800.
🏨 Consumer & Hospitality
Indian Hotels (IHCL) — Target ₹960 / Bull ₹1,150 (~28%–54% upside) | CMP ~₹750
- Aggressive expansion into Tier‑2/3 cities; record occupancy.
- Entry: ₹720–₹750.
📡 Telecom
Vodafone Idea — Target ₹24 (~50% upside) | CMP ~₹16
- ARPU growth, promoter infusion; 5G rollout underway.
- Entry: ₹14–₹16.
🚗 Auto & EV Supply Chain
Belrise Industries — Target ₹620 (~47% upside) | CMP ~₹134
- EV component & systems expansion.
- Entry: ₹125–₹135.
🏗 Infrastructure & Industrials
Larsen & Toubro (L&T) — Target ₹4,050 (~29% upside) | CMP ~₹3,680
- Record order inflows; infra & engineering leader.
- Entry: ₹3,600–₹3,700.
Siemens — Target ₹5,200 (~31% upside) | CMP ~₹3,032
- Automation & power infra; strong order book.
- Entry: ₹2,950–₹3,050.
🛡 Defence & Aerospace
Hindustan Aeronautics (HAL) — Target ₹5,500 (~32% upside) | CMP ~₹4,560
- ₹62,000 cr Tejas Mk1A order; UAV projects scaling.
- Entry: ₹4,400–₹4,550.
IndiGo (InterGlobe Aviation) — Target ₹4,050 (~33% upside) | CMP ~₹5,990
- Central Asia routes; new MRO facility.
- Entry: ₹5,400–₹5,600 on dips.
🏭 Materials & Cement
Birla Corporation — Target ₹2,050 (~38% upside) | CMP ~₹1,320
- Infra‑driven cement demand; plant ramp‑up.
- Entry: ₹1,280–₹1,320.
💼 Outsourcing & Services
Sagility — Target ₹1,050 (~36% upside) | CMP ~₹45 (post‑split)
- Healthcare BPM expansion in US market.
- Entry: ₹42–₹46.
Latest News – Market Movers & Macro Cues
- Indices Hold Gains: Nifty 50 closed above 25,000 for the first time, ending at 25,050.55 (+0.28%), while Sensex settled at 81,857.84 (+0.26%).
- GST Reform Optimism: Sentiment buoyed by expectations of sweeping GST rationalisation, easing geopolitical concerns, and strong domestic inflows.
- Global Cues: Asian markets mixed; Nikkei fell 1.82%, Hang Seng down 0.63%, while Shanghai Composite was flat.
- Sector Trends: IT and FMCG led gains; banking stocks capped upside. Gaming stocks fell sharply after the Union Cabinet cleared a bill to regulate online gaming platforms.
- Commodity Watch: Crude oil prices steady; gold marginally higher on safe‑haven demand.
📌 Stocks Updates – Key Corporate Developments
- Hindustan Aeronautics (HAL): Cabinet Committee on Security approved ₹62,000 cr order for 97 LCA Mk1A Tejas fighter jets — one of the largest defence procurements in India’s history5.
- Vedanta: NCLT hearing on demerger plan; Ministry of Petroleum has raised objections.
- Endurance Technologies: Announced ₹135 cr capacity expansion for ABS, disc brake systems, and brake discs.
- VA Tech Wabag: Secured ₹118 cr repeat O&M order from Bahrain government for a 40 MLD sewage treatment plant.
- PG Electroplast: Signed agreement with PAX India to manufacture POS devices in India.
- Servotech Renewable: Won 7.3 MW rooftop solar order from North Western Railway, Jaipur Division.
- Ola Electric: Shares rallied 18% over two sessions on volume surge and GST reform optimism.
- Phoenix Mills: CCI cleared ₹5,449 cr buyout of CPPIB’s 49% stake in Island Star Mall Development.
❓ 12. FAQs – Today’s Market Activity
Q1: Why did Nifty cross 25,000 today? A: Strong domestic institutional buying, optimism over GST reforms, and sector rotation into IT and FMCG supported the breakout.
Q2: Which sectors underperformed? A: Banking stocks were range‑bound; gaming stocks fell after regulatory news.
Q3: What’s the near‑term outlook for Nifty? A: Technicals suggest resistance at 25,150–25,300; support at 24,850–24,880. Bias remains buy‑on‑dips.
Q4: Any major corporate orders announced? A: Yes — HAL’s ₹62,000 cr Tejas order, Endurance Tech’s ₹135 cr capacity expansion, and Servotech’s 7.3 MW solar project win5.
Q5: How are FIIs and DIIs positioned? A: FIIs sold ₹634 cr on Aug 19, while DIIs bought ₹2,261 cr.
