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Revenue
₹96.74 Cr
verified against source
Revenue YoY
11.68%
reported change
EBITDA
Pending
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Patel Integrated Logistics delivered a strong Q4 FY26 with revenue of ₹296.74 Cr (+11.68% YoY) and PAT of ₹9.58 Cr (+26% YoY), driven by disciplined cost management and a shift to higher-margin air freight. The air freight segment profit rose to ₹11.23 Cr (from ₹8.03 Cr). The company is virtually debt-free with ₹20+ Cr cash. Management guided for 25% revenue addition from the new Rajput Logistics subsidiary over 3-5 years, targeting 20%+ ROCE. Risks include potential volume impact from geopolitical tensions and ATF price volatility, though management sees rate hardening as favorable for organized players.
Colored figures show movement against the previous available record.
Guidance to track
- The new subsidiary is expected to contribute 25% incremental revenue on top of normal air logistics growth, targeting 20%+ ROCE.
- Management expects rates to harden further (15% international rate increase already seen) and volume growth to continue, though exact targets not given.
- Management is actively pursuing redevelopment of a property, potentially with adjacent owners, to extract maximum value within the listed entity.
Risks flagged
- Ongoing war situation and rising ATF prices could affect capacity availability and cost structure, though management sees rate hardening as favorable for organized players.
- While rates are increasing, volume growth may be impacted; management could not provide specific volume targets for FY27.
- The new subsidiary is in early stages; achieving 25% revenue addition and 20%+ ROCE depends on successful client acquisition and operational execution.
Key quotes
- We are practically debt free company. Although we have small amount of limits just for operational flexibility.
- We are very confident that this is only the beginning and we will grow much faster than this.
- Patel Integrated Logistic Limited is undervalued relative to its performance with double-digit revenue growth, liberal dividend payment and unmatched operational leverage.
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