Jefferies sees strong investor interest in Adani Ports and JSW Infra, highlighting expansion, logistics strength, and re-rating potential.

• Adani Ports' new commissioned ports, logistics expansion, and potential dividend or buyback are expected to drive stronger investor confidence ahead.
• JSW Infra trades at an 86% premium to Adani Ports' EV/EBITDA, limiting execution delays but ensuring strong capacity-driven growth.
• Jefferies maintains "buy" ratings with price targets of ₹1,815 for Adani Ports and ₹375 for JSW Infra.