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Jefferies Initiates Coverage of Groww Parent With Buy Rating, Rs 180 Target

The call reflects confidence in an app-first scale-up built on market-share gains.

Overview

  • The target implies roughly 26% upside from current levels, according to the brokerage.
  • Jefferies forecasts 35% EPS CAGR over FY26–FY28 with about 19% growth in the broking business.
  • The note expects fivefold growth in new initiatives such as margin trading and wealth management, supporting about 700-basis-point margin expansion.
  • Jefferies says Groww has overtaken Zerodha to become India’s largest stockbroker.
  • The brokerage frames Groww’s trajectory as akin to Robinhood’s app-driven rise.