Signal Desk · Markets

Jefferies turns bullish on six logistics stocks

2026-09-25 · 1 source · Economic Times Markets

In short

Jefferies turned positive on six logistics stocks, according to a market summary. It said Adani Ports could rise 20% and TCI Express could rise 59%, while JSW Infrastructure and Delhivery also have room to gain.

The note points to stronger Indian port volumes. It is not clear from the available reporting when the note was released or the full set of six stocks.

What the reporting says

Jefferies shared a bullish outlook on six logistics stocks, including Adani Ports, in a publisher-supplied market summary. The report said Adani Ports may rise 20% from current levels, while TCI Express could have 59% upside, with JSW Infrastructure and Delhivery also seen gaining. The note links the call to growth in Indian port volumes, but the exact timing and full list of stocks were not fully detailed.

Why it matters

Jefferies’ bullish note on logistics names, including Adani Ports, TCI Express, JSW Infrastructure and Delhivery, may support sentiment across Indian transport and port-linked stocks. The source says the view is tied to rising Indian port volumes and government-operated major ports. What is not stated in the available reporting is the exact publication date, the full six-stock list, and whether any official company action followed.

Touches: Adani Ports, TCI Express, JSW Infrastructure, Delhivery, Markets, Companies, Economy

Sources