Jefferies top 3 picks for Q2FY27 as copper & commodity inflation hits margins
- Posted on October 9, 2026
- By Financial Express
- 1 Views
- 1 min read
In brief
Jefferies identifies three promising Indian stocks poised to outperform in Q2 FY27 despite headwinds from escalating copper prices and broad-based commodity inflation. The brokerage highlights Polycab India, LG Electronics India, and V-Guard Industries as resilient picks with strong fundamentals. Analysis reveals how these companies are managing margin pressures through operational efficiency and pricing strategies, while examining sector-wide challenges and growth catalysts for the upcoming quarter.
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Jefferies top 3 picks for Q2FY27 as copper & commodity inflation hits margins
Jefferies names Polycab India, LG Electronics India and V-Guard Industries among its top Q2FY27 picks as copper prices and commodity inflation weigh on margins. Here are the key earnings expectations and sector risks.
