Dhiraj Mistry

Dhiraj Mistry joined Jefferies India in March 2026 as a mid-cap Consumer analyst, bringing over a decade of equity research experience across staples and discretionary consumer sectors. He remains bullish on alcobev, favoring spirits over beer due to strong premiumization-driven growth.

What We Are Known For:

Consumer Discretionary

Driving the debate. Combining sector expertise, proprietary data, and channel intelligence to generate high-conviction calls that challenge consensus. Globally integrated. Collaborating with Jefferies’ global consumer teams to link China consumer trends with brands and supply chains. Local insight. Ground-level research, channel checks and expert networks provide early signals on demand, pricing and competition. Anti-consensus. Strong track record of differentiated views and contrarian calls. Ground-level insights. Thematic research backed by site visits, market checks and expert engagement. Analytical rigor. Data-driven research focused on long-term trends, emerging opportunities and industry evolution. Industry connects. Extensive industry relationships with founders, promoters, executives, and experts help sharpen investment views. Dynamic calls. Top picks are actively refreshed to reflect shifting market conditions and new data.

India

Globally integrated We are globally integrated, frequently collaborating (research products & global conference calls) with our colleagues across the world. This includes insights from Global Strategist Christopher Wood and bringing our Global Analyst to India / Indian Investors to discuss topics such as Semiconductors, Mobile Phones, Pharma among many others.

Local insight & Experience. We match global integration with locally-based capabilities with our coverage of 265 stocks across 15+ sectors making us the leading Foreign House by stock coverage in India. Our analysts often have 15-25 years of experience in their sectors.