India’s ports and logistics seen setting up for a rebound

After a less than satisfactory 2025, India’s ports and logistics sector may finally be setting up for a rebound, according to Jefferies. It believes the comeback will be helped by a low base, capacity additions and long-awaited infrastructure connectivity coming into play. 

In its 2026 outlook, the brokerage firm said that ports and logistics stocks underperformed the Nifty 50 last year as volumes failed to meet expectations, weighed down by tariff-related uncertainty and weak coal demand. With those pressures now easing into the base, it expects volume growth to recover from the first quarter of FY27.  A key catalyst on the horizon is the Dedicated Freight Corridor’s connectivity to Jawaharlal Nehru Port early next fiscal, which is expected to improve rail efficiency, reduce logistics costs and support container traffic. Against this backdrop, Jefferies named Adani Ports and Special Economic Zone, JSW Infrastructure and Container Corporation of India as its top sector picks, as per a report.

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