Air Freight Segment Profit
₹11.23 Cr
+40% YoY
Segment profit increased from ₹8.03 Cr in FY25, reflecting strong execution and market position.
PATELINTEGRATEDLOGISTICS
Infrastructure
15 May 2026
Patel Integrated Logistics Ltd — Q4 FY26
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.
✓ Verified against BSE filing
2-Min Summary
✦ AI-Generated from Full Transcript
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.
Key Numbers
Finance Cost
₹0.35 Cr
-70% YoY
Finance cost reduced from ₹1.18 Cr, reinforcing debt-free status and prudent financial management.
EPS
₹0.43
+54% YoY
Earnings per share for Q4 increased from ₹0.28, reflecting strong profit growth.
Dividend Payout Ratio
30%
N/A
Board recommended final dividend of ₹0.40 per share, representing 30% of PAT.
Management Guidance
Rajput Logistics to add 25% revenue in 3-5 years
The new subsidiary is expected to contribute 25% incremental revenue on top of normal air logistics growth, targeting 20%+ ROCE.
Management guidance growthContinued volume and rate growth in air freight
Management expects rates to harden further (15% international rate increase already seen) and volume growth to continue, though exact targets not given.
Management guidance revenueNon-core asset redevelopment for maximum value
Management is actively pursuing redevelopment of a property, potentially with adjacent owners, to extract maximum value within the listed entity.
Management guidance otherKey Risks
Geopolitical tensions and ATF price impact
Ongoing war situation and rising ATF prices could affect capacity availability and cost structure, though management sees rate hardening as favorable for organized players.
medium · analyst_questionVolume growth uncertainty amid rate hardening
While rates are increasing, volume growth may be impacted; management could not provide specific volume targets for FY27.
medium · analyst_questionExecution risk in Rajput Logistics
The new subsidiary is in early stages; achieving 25% revenue addition and 20%+ ROCE depends on successful client acquisition and operational execution.
medium · data_observationNotable 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.
Frequently Asked Questions
What was Patel Integrated Logistics's revenue in Q4 FY26?
Patel Integrated Logistics reported revenue of ₹97 Cr in Q4 FY26, representing a +11.68% change compared to the same quarter last year.
What guidance did Patel Integrated Logistics management give for FY27?
Rajput Logistics to add 25% revenue in 3-5 years: The new subsidiary is expected to contribute 25% incremental revenue on top of normal air logistics growth, targeting 20%+ ROCE. Continued volume and rate growth in air freight: Management expects rates to harden further (15% international rate increase already seen) and volume growth to continue, though exact targets not given. Non-core asset redevelopment for maximum value: Management is actively pursuing redevelopment of a property, potentially with adjacent owners, to extract maximum value within the listed entity.
What are the key risks for Patel Integrated Logistics in FY27?
Key risks include Geopolitical tensions and ATF price impact — Ongoing war situation and rising ATF prices could affect capacity availability and cost structure, though management sees rate hardening as favorable for organized players.; Volume growth uncertainty amid rate hardening — While rates are increasing, volume growth may be impacted; management could not provide specific volume targets for FY27.; Execution risk in Rajput Logistics — The new subsidiary is in early stages; achieving 25% revenue addition and 20%+ ROCE depends on successful client acquisition and operational execution..
Did Patel Integrated Logistics meet its previous quarter's guidance?
Of 1 tracked promise, management 1 met, 0 close, 0 missed.
Where can I read the full Patel Integrated Logistics Q4 FY26 concall transcript?
The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary verified against official BSE/NSE filings.