ICICI Bank, Axis Bank, SBI, Bharti Airtel, JSW Energy, TVS Motor, Coal India, Godrej Properties, and Sun Pharma are the top large-cap picks of Jefferies for 2025. The brokerage firm sees an upside potential of 17-43% in these stocks. Additionally, Jefferies expects the Nifty 50 index to reach the 26,600 mark by the end of 2025.