*Fund Houses Recommendations* Jefferies on *Supreme Ind:* Maintain Outperform on Company, raise target price at Rs 5150/Sh (Positive) Jefferies on *Coforge:* Maintain Buy on Company, target price at Rs 1800/Sh (Positive) Jefferies on *ABFRL:* Maintain Buy on Company, target price at Rs 100/Sh (Neutral) Nomura on *Indian Inflation:* Expects 2 more 25 bps cuts with the repo at 5%. (Positive) Kotak on *SBIN:* Maintain Buy on Bank, target price at Rs 975/Sh (Neutral) Kotak on *Dr Reddy:* Maintain Reduce on Company, target price at Rs 1250/Sh (Neutral) UBS on *L&T FIN:* Downgrade to Neutral on Company, raise target price at Rs 210/Sh (Neutral) BofA on *Auto Stocks:* Rare Earth material shortage was a concern and demand seen modest across the segment (Negative) CLSA on *Oil and Gas:* Early monsoon is a negative for Q1FY26 volumes for *GAIL, GSPL, and Petronet* (Negative)