Ports & Logistics Q2 Preview: Adani Ports Leads Growth, CONCOR Faces Softer Volumes.

Healthy cargo demand and recovering liquid imports are expected to support India’s ports and logistics sector in Q2FY27. 

India’s ports and logistics sector is expected to report steady performance in the second quarter of FY27, supported by healthy cargo demand and a recovery in liquid imports, according to JM Financial’s quarterly preview. The brokerage expects operational performance across major logistics companies to remain resilient despite global geopolitical disruptions and macroeconomic challenges. Favourable pricing measures and robust domestic demand are likely to support growth among leading players. Adani Ports and Special Economic Zone (APSEZ) is expected to lead sectoral growth, benefiting from its diversified port portfolio, strong cargo volumes and pricing initiatives. The company’s operational performance is likely to remain a key indicator of the sector’s overall momentum. In contrast, Container Corporation of India (CONCOR) could face relatively softer volume growth, reflecting subdued trends in certain logistics segments. Overall, the outlook remains cautiously positive, with cargo demand, import recovery and operational efficiency expected to shape quarterly performance across India’s ports and logistics industry.