Jefferies is bullish on Adani Ports and 5 other logistics sector stocks. How many do you have?

Jefferies said Indian port volumes rose 7% YoY in August 2026, driven by government-owned Major Ports. Indian Railways’ container volumes, however, declined 3% YoY, compared with a 10% YoY increase in port container volumes, which the brokerage attributed to Middle-East tensions. Here are 6 logistics stocks the brokerage is bullish on:

Jefferies has assigned a Buy recommendation, a current market price of Rs 1,794 and a target price of Rs 2,160, indicating an upside of 20%.

JSW Infrastructure carries a Buy recommendation, with its current market price of Rs 370 against a target price of Rs 395, implying an upside of 7%.

Concor, a public sector undertaking, has a Buy recommendation, with a current market price of Rs 474 and a target price of Rs 650, pointing to an upside of 37%.

The logistics giant carries a Buy recommendation, with a current market price of Rs 429 and a target price of Rs 540, implying an upside of 26%.

Gateway has a Buy recommendation, with its current market price of Rs 54 and a target price of Rs 74, pointing to an upside of 38%.

TCI Express has been given a Buy recommendation, with its current market price of Rs 484 against a target price of Rs 770, implying an upside of 59%.

Disclaimer: This article has been written by Veer Sharma, who is not a SEBI-registered Research Analyst or an Investment Adviser. Veer Sharma and his/her ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here.