Logistics and Port Stocks to Benefit After Jefferies Sees Freight Corridor to Boost Jawaharlal Nehru Port

Synopsis: The Dedicated Freight Corridor’s connectivity to Jawaharlal Nehru Port is expected to be operational by the end of Q1FY27. This could pose a potential benefit for several companies in the port and logistics segment, where one of them has a profit CAGR of 64 percent.

The Indian ports and logistics sector underperformed in 2025 due to tariff uncertainty, weak coal cargo movement, and slower container volume growth. The container cargo volumes were only about 22 percent of the total Indian cargo space, this was a mere 6 percent rise, well below the historical 10- 11 percent trend. 

As a result, the sector lagged the Nifty 50 amid overall cargo growth staying below long-term averages. Jefferies believes these negatives are now largely priced in, creating a favourable low base. Improving policy clarity and stabilising cargo trends are expected to support recovery.

Drivers of Recovery and Medium-Term Outlook

Jefferies expects the recovery to be driven by improving volumes, infrastructure- led efficiency gains, and a gradual pickup in global trade from FY27 onwards. A key catalyst is the Dedicated Freight Corridor’s connectivity to Jawaharlal Nehru Port by the end of Q1FY27, which should improve rail efficiency, reduce logistics costs, and support container traffic. 

Additional structural tailwinds include better port evacuation capacity and easing congestion. While near-term growth may remain gradual, the medium-term outlook remains positive, supported by capacity additions and continued government infrastructure spending.

Jawaharlal Nehru Port Authority (JNPA) stands as the crown jewel of India’s maritime infrastructure, handling approximately 50% of the nation’s containerized cargo and serving as the primary gateway for the industrial heartlands of the West and North. The following are the stocks that could benefit from a comeback in the port and logistics space

Adani Ports & Special Economic Zone (APSEZ) is engaged in the development, operation, and maintenance of port infrastructure, offering comprehensive port services and integrated logistics solutions. This stock was named by Jefferies in the beneficiaries list. 

Established in 1998 and headquartered in Ahmedabad, APSEZ is India’s largest commercial ports operator and a key player in the country’s maritime and logistics ecosystem. It is India’s largest private port operator with 15 ports in India with a total capacity of 633 MMT.

In the latest quarter Adani Ports & Special Economic Zone saw a strong YoY revenue growth of 30 percent, rising from Rs 7,067 Cr in Q2FY25 to Rs 9,167 Cr in Q2FY26. The YoY net profits growth stood at 29 percent, with consolidated net profit increasing from Rs 2,413 Cr in Q2FY25 to Rs 3,120 Cr in Q2FY26.

The company has a 3 year Profit CAGR of 27 percent, and the Sales CAGR for the same period is 21 percent. The company stock has given a compounded return of 22 percent in the last 3 years.

Incorporated in 2006 and headquartered in Mumbai. The company offers maritime services, including cargo handling, storage solutions, and end-to-end logistics support. It is the second largest commercial port operator in India in terms of cargo handling and has a capacity of 177 MTPA as of Q3FY26 with target of scaling it to 299 MTPA by FY28 and 400 MTPA by FY30.

In the latest quarter JSW Infrastructure Ltd saw a YoY revenue growth of 14 percent, going from Rs 1,182 Cr in Q3 FY25 to Rs 1,350 Cr in Q3 FY26. The YoY Net Profits grew by 9  percent, from Rs  336 Cr in Q3 FY25 to Rs 3665 Cr in Q3 FY26. The company has a 3 year profit CAGR of 64 percent, while the sales CAGR for the same period is at 25 percent. 

Incorporated in 2003 and headquartered in Thane, SJ Logistics Ltd is another stock that could potentially benefit from the JNPT connectivity as the company provides comprehensive logistics and supply chain solutions.

It is headquartered in Thane, Maharashtra, which is strategically located in the Mumbai Metropolitan Region, providing excellent access to both Mumbai and Navi Mumbai (JNPT)

In the latest quarter SJ Logistics Ltd saw a YoY revenue growth of 26 percent, going from Rs 124. Cr in Q2 FY25 to Rs 157 Cr in Q2 FY26, while the QoQ went up by 24 percent from Rs 126 Cr in Q1 FY26. The YoY Net Profits growth is at 38 percent, going from Rs 13 Cr in Q2 FY25 to Rs 18 Cr in Q2 FY26, while the QoQ growth stood at 28 percent from Rs 14 Cr in Q1 FY26.

Container Corporation of India or CONCOR, incorporated in 1988 and headquartered in New Delhi, specializes in inland container transportation via rail.  The company manages ports, air cargo complexes, and develops cold chain infrastructure, offering end-to-end logistics solutions across India. As a dominant rail operator at the port with a 59 percent market share, CONCOR is a key beneficiary of JNPT

In the latest quarter, CONCOR saw a YoY revenue growth of 3 percent, going from Rs 2,288 Cr in Q2 FY25 to Rs 2,355 Cr in Q2 FY26. The YoY Net Profits growth is at 4 percent, going from Rs 366 Cr in Q2 FY25 to Rs 380 Cr in Q2 FY26.

The company has a 3 year profit CAGR of 7 percent, while the sales CAGR for the same period is at 5 percent. The company stock has given a 5 year compounded return of 7 percent, while the 3 year number is a negative 3 percent.

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