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Jefferies bullish on ports, Picks JSW Infra over Adani amid tariff tensions

April 16, 2025 1 min read
author Anamika Mishra, Sub Editor
Global brokerage Jefferies has recommended investors focus on India’s private port operators, citing robust growth prospects driven by rising volumes and expanding margins. Its top stock picks remain JSW Infrastructure and Adani Ports and Special Economic Zone, with an estimated 18–22% upside potential. In its latest report, Jefferies projects that private port players will deliver 13–21% EBITDA CAGR between FY2025 and FY2030, supported by 10–16% volume CAGR. This growth will be fueled by new capacity additions, privatisation of terminals at major ports, and market share

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