Jefferies has maintained a 'Buy' rating on Jubilant FoodWorks, anticipating strong growth driven by industry trends in the Quick Service Restaurant (QSR) sector and strategic initiatives to revive its dining business.

Meanwhile, Morgan Stanley remains 'Overweight' on Titagarh Rail Systems, despite near-term execution challenges affecting its revenue trajectory.

Lastly, Emkay has reiterated its 'Buy' stance on SRF, expecting a positive outlook across its business segments, including specialty chemicals and refrigerant gases.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources:

Jefferies on Jubilant FoodWorks: Maintain Buy| Target Rs 1,000| LTP Rs 674| Upside 48%

Jefferies has maintained a 'Buy' rating on Jubilant FoodWorks with a target price of Rs 1,000, indicating a potential upside of 48% from its last traded price of Rs 674.

The company is set to host its maiden analyst meet on February 27, where it is expected to provide insights into industry trends and the outlook for the Quick Service Restaurant (QSR) industry.

Additionally, the meet will likely address issues affecting the dining business and the strategic steps being taken to revive it.

The discussion is also anticipated to cover the risks and opportunities associated with food platform aggregators like Zomato and Swiggy.

Moreover, it will shed light on the competitive landscape in the pizza segment, particularly in terms of product offerings and pricing strategies.

Further clarity on the company’s mergers and acquisitions (M&A) strategy and insights into the growth journey of its Popeyes brand are also expected to be shared during the event.

Morgan Stanley on Titagarh Rail Systems: Maintain Overweight| Target Rs 1,090 (from 1300)| LTP Rs 771| Upside 41%

Morgan Stanley has maintained an 'Overweight' rating on Titagarh Rail Systems but has revised its target price to Rs 1,090 from the earlier Rs 1,300, suggesting a potential upside of 41% from its last traded price of Rs 771.

The company is currently facing execution challenges that are impacting its revenue trajectory. In the freight segment, inadequate wheel sets from Indian Railways have constrained the offtake in Q3.

In the passenger segment, the execution of the Vande Bharat project has been delayed by nine months due to changes in the car design plan. Additionally, the company has not secured any new passenger segment orders since October 2023.

Execution for the Ahmedabad metro project is now expected to begin in Q1FY26, instead of the earlier planned timeline of Q4FY25. As a result of these challenges, Morgan Stanley has lowered its earnings estimates for Titagarh Rail Systems by 14% for FY25 and by 7% for FY26.

Emkay on SRF: Buy| Target Rs 3250| LTP Rs 2762| Upside 17%

Emkay has reiterated a 'Buy' rating on SRF with a revised Sum-of-the-Parts (SoTP) based target price of Rs 3,250, indicating a potential upside of 17% from its last traded price of Rs 2,762.

The brokerage firm believes that the worst is behind for all of SRF’s business segments and expects a positive outlook moving forward.

In the specialty chemicals segment, a gradual pickup is anticipated, driven by the stabilization of existing products and incremental contributions from new products, particularly Active Ingredients.

Additionally, global prices for refrigerant gases are firming up, supported by price increases in China and phase-down-led cuts in certain geographies.

The packaging films business is also expected to improve over the next 2-3 years due to the narrowing of the demand-supply gap between BOPP and BOPET films.

SRF is well-positioned to capitalize on these favorable trends, with its capital expenditure in the specialty chemicals business and a complete range of refrigerant gases.

This position the company to benefit from the turnaround in the agrochemical cycle and the improving global prices of refrigerant gases.

(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)

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