Jefferies is bullish on Adani Ports and 5 other logistics sector stocks. How many do you have?
Adani Ports moved higher in an infrastructure development.
25 Sept 2026 · Economic Times Markets, ET Stocks
Jefferies has shared an optimistic forecast for six logistics stocks, highlighting anticipated price hikes. Among them, Adani Ports is projected to rise by 20% from its present valuation. TCI Express is notably positioned for a remarkable 59% upside, while both JSW Infrastructure and Delhivery exhibit attractive investment prospects with moderate increases expected.
The analysis
Adani Ports reported movement of 20% and 59%. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -2.3% on the day at ₹1,742.40, and has returned -4.3% over three months. It sits 8% below its 52-week high. The infrastructure sector has moved -14.3% over the same period, so Adani Ports is running 10.0 points ahead of its peers.
For Adani Ports, the question is how much of this is already reflected in the price and how much re-rates the infrastructure peer set alongside it.
Why it matters
- Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Market context
- The company directly in focus is ADANIPORTS.
- Sector exposure: Infrastructure.
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