Jefferies flags strong investor sentiment for India's Adani Ports, JSW Infra

Brokerage Jefferies sees elevated investor interest in Adani Ports APSE.NS, JSW Infra JSWN.NS; shares up 1.5% and 3.1%, respectively

Jefferies says investors see APSE new commissioned ports' contribution to volumes in second half of FY26, see strength from logistics expansion, citing sector feedback meet

See stock as "attractive" at this level; any potential dividend or buyback announcements, coupled with lower debt can drive re-rating

Strong capacity expansion plans is a key positive for JSWN - Jefferies

Says JSWN trades at 86% premium to APSE's 1-yr forward rolling EV/EBITDA, implying limited room for execution delays; JSW Group's capacity expansion plans bode well for JSWN growth

Jefferies' rating on APSE and JSWN is "buy," PT at 1,815 rupees and 375 rupees, respectively

YTD, APSE up 11%, JSWN down 2.5%