NEW DELHI : After a subdued performance in 2025, India’s ports and logistics sector appears to be on the cusp of a recovery, supported by a favourable base, fresh capacity additions and the gradual rollout of critical infrastructure linkages. According to global brokerage firm Jefferies, these factors could set the stage for a rebound in volumes beginning FY27.

In its 2026 outlook, Jefferies noted that ports and logistics stocks significantly underperformed the Nifty 50 over the past year. The underperformance was driven by slower-than-expected cargo volumes, tariff . . .