Patel Integrated Logistics promoter acquires 66,000 shares

Promoter Mr. Asgar Shakoor Patel has increased his stake in Patel Integrated Logistics Limited by acquiring 66,000 equity shares through an open market purchase on June 2, 2026. This acquisition was disclosed to the stock exchanges on June 3, 2026, under Regulation 29(2) of the SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.

The transaction has altered the shareholding structure of the promoter group, raising their total ownership in the company. Prior to the acquisition, the promoter and persons acting in concert (PAC) held 35.99% of the total voting capital. Following the purchase of 66,000 shares, the group's aggregate holding has risen to 36.09%.

The acquisition was executed entirely by Mr. Asgar Shakoor Patel in his capacity as a purchaser and acquirer. The disclosure confirms that there were no changes in holdings through other modes such as warrants, convertible securities, or the invocation of encumbered shares. The total equity share capital of the target company remains unchanged at 6,95,85,746 equity shares of ₹10 each.

Shareholding Details

The following table outlines the changes in the promoter group's holdings before and after the acquisition:

Shareholder	Shares Before Acquisition	% Before	Shares After Acquisition	% After
Mr. Asgar Patel	57,48,806	8.27	58,14,806	8.36
Mrs. Yasmin Patel	0	0.00	0	0.00
Mrs. Natasha Pillai	17,07,988	2.46	17,08,988	2.46
Patel Holdings Ltd	93,06,777	13.37	93,06,777	13.37
A.S. Patel Trust	39,21,185	5.64	39,21,185	5.64
Wall Street Securities & Investments (India) Ltd	4,25,978	0.61	4,25,978	0.61
Wall street Derivatives and Financial Services India Private Limited	4,68,518	0.67	4,68,518	0.67
Natasha Construction Projects Private Limited	0	0.00	0	0.00
Arhaan Numaire Family Beneficiaries Trust	18,82,621	2.70	18,82,621	2.70
Rezan Nikita Family Beneficiaries Trust	0	0.00	0	0.00
Natasha Nishqa Tanisha Family Beneficiaries Trust	15,85,437	2.28	15,85,437	2.28
Total	2,50,47,310	35.99	2,51,13,310	36.09

Note: The percentage of total share/voting capital before acquisition is computed based on the BENPOS of the company as on May 29, 2026.

The disclosure was submitted by Avinash Paul Raj, Company Secretary and Compliance Officer of Patel Integrated Logistics Limited, to BSE Ltd and the National Stock Exchange of India Limited. The company's shares are listed on the BSE, NSE, and The Calcutta Stock Exchange Association Ltd.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-0.38%	-4.22%	+9.22%	-2.38%	-16.51%	-14.55%

Patel Integrated Logistics Limited held its Q4 FY26 earnings conference call on Wednesday, May 13, 2026. The call, hosted by PhillipCapital India Private Limited, featured Executive Director Mahesh Fogla and Company Secretary & Compliance Officer Avinash Paul Raj. Management discussed the company's strong financial performance, strategic initiatives, and future growth outlook.

Full-Year Financial Performance

FY26 was a period of strong execution and significant improvement in profitability. The company reported total income from operations of INR357.25 crores. Profit before tax crossed the INR10 crore milestone, growing over 34% year-on-year to INR10.30 crores. Profit after tax increased by more than 26% to INR9.58 crores. The Board recommended a final dividend of INR0.40 per equity share for FY26, representing approximately 30% of profit after tax.

Quarterly Highlights

For the fourth quarter, the company delivered robust operational and financial growth. Total income from operations increased by 11.68% year-on-year to INR96.74 crores. Profit before tax increased by nearly 99% to INR3.70 crores, while profit after tax rose by over 60% to INR2.98 crores. Earnings per share for the quarter increased by approximately 54% to INR0.43 per share.

Metric	Q4 FY26	FY26	FY25
Total Income from Operations	INR96.74 crores	INR357.25 crores	—
Profit Before Tax	INR3.70 crores	INR10.30 crores	—
Profit After Tax	INR2.98 crores	INR9.58 crores	—
EPS (INR)	0.43	1.38	1.13

Fogla emphasized that these results are the outcome of focused execution, technology-led operational efficiencies, disciplined capital allocation, and a shift towards higher-margin business segments.

Air Freight Division and Balance Sheet Strength

The air freight division remained the core growth engine, with segment profit increasing to INR11.26 crores in FY26 compared to INR8.53 crores in the previous year. The company operates across approximately 100 airports in India, serving sectors such as pharma, auto parts, engineering goods, electronics, and FMCG. Finance costs reduced substantially to INR35 lakhs from INR1.18 crores in the prior year. The company described itself as practically net-debt-free, with more than INR20 crores in cash and cash equivalents.

Rajpat Logistics Subsidiary and Growth Strategy

Patel Integrated Logistics incorporated a subsidiary, Rajpat Logistics Limited, in the December quarter. Management indicated that Rajpat is currently in a nascent stage but is actively onboarding corporate clients. Fogla stated that Rajpat is expected to add approximately 25% to the company's current revenue base over the next two to three years, operating as an asset-light business. The subsidiary is expected to deliver a return on capital employed (ROCE) upward of 15%.

Strategic Outlook

During the Q&A session, management addressed the impact of geopolitical tensions and rising ATF prices. Fogla noted that international freight rates have hardened by approximately 15% since March, a favourable development for organised players. Regarding non-core asset monetisation, the company is actively pursuing the redevelopment of a property, potentially with adjacent landowners, to maximise value within the listed entity. Management expressed confidence in a valuation re-rating, citing double-digit revenue growth, liberal dividend payments, and unmatched operational leverage.