Patel Integrated Logistics Management Guidance Tracker

6 forward-looking guidance items tracked across 2 quarters.

Growth

Q3 FY26Q4 FY26 volume recovery expectedActive

Management expects domestic and international volumes to normalize in Q4, with no further impact from IndiGo disruption or seasonal slowdown.

Q4 FY26Rajput Logistics to add 25% revenue in 3-5 yearsTracked

The new subsidiary is expected to contribute 25% incremental revenue on top of normal air logistics growth, targeting 20%+ ROCE.

Expansion

Q3 FY26Rajput Logistics to contribute meaningfully in next few quartersTracked

The road logistics subsidiary started operations in January 2026 and is expected to deliver meaningful turnover and profit after stabilization.

Other

Q3 FY26Asset monetization progress in next few quartersTracked

Active discussions for cluster redevelopment of a building; expects a definite agreement in the next few quarters.

Q4 FY26Non-core asset redevelopment for maximum valueTracked

Management is actively pursuing redevelopment of a property, potentially with adjacent owners, to extract maximum value within the listed entity.

Revenue

Q4 FY26Continued volume and rate growth in air freightActive

Management expects rates to harden further (15% international rate increase already seen) and volume growth to continue, though exact targets not given.