Jefferies, a global brokerage firm, has released its top recommendations for September in the auto, steel, and pharma sectors. It has a Buy rating on Mahindra & Mahindra, TVS Motor, Jindal Stainless, Sun Pharma, and Mankind Pharma, with strong upside potential. M&M’s farm division is expected to drive growth, while its passenger vehicle business is seeing a rise in market share.