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.

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.

Patel Integrated Logistics Limited has officially published newspaper advertisements regarding the Second 100-Day Campaign 'Saksham Niveshak' in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The advertisements were published on April 30, 2026, in The Financial Express (English) and Mumbai Lakshadeep (Marathi) newspapers, marking the company's commitment to shareholder awareness and regulatory compliance.

Official Communication to Stock Exchanges

The company formally communicated the advertisement publication to both BSE Ltd. and National Stock Exchange of India Limited through an official letter dated April 30, 2026. The communication was signed by Avinash Paul Raj, Company Secretary & Compliance Officer, and included copies of the published newspaper advertisements as attachments.

Campaign Overview

The 'Saksham Niveshak' campaign is a continuation of IEPFA's earlier efforts to help shareholders claim their dues. The primary objective is to create awareness among shareholders to update their details and claim any unpaid or unclaimed dividends before they get transferred to the Investor Education and Protection Fund (IEPF). The campaign runs from April 1, 2026, to July 9, 2026, focusing on shareholders whose dividends remain unclaimed with emphasis on KYC updation and related compliance measures.

Required Actions for Shareholders

Shareholders are required to update several key details to ensure successful dividend claims:

Since dividends on shares are only payable in electronic mode, dividends will be credited directly to shareholders' bank accounts after updating the required information and documents.

Documentation Process

Shareholders need to submit specific forms to claim their unclaimed dividends:

These forms can be downloaded from the Bigshare Services Private Limited website. Shareholders can submit physical copies by post or send digitally signed documents via email from their registered email ID to investor@bigshareonline.com .

Regulatory Compliance and Publication Details

The company has fulfilled its regulatory obligations by publishing the campaign advertisement in both English and regional language newspapers. The publication serves to inform shareholders about the campaign and encourage participation in claiming unclaimed dividends. The company has also made the advertisement available on its website at www.patel-india.com .

The company has uploaded the list of unclaimed or unpaid dividends for the past seven years on its website. Shareholders holding shares in electronic form who have not claimed their dividends can claim the same by updating or modifying their details with their respective depository participants. The company will send letters or emails to shareholders mentioning details about unpaid dividends along with the claiming process.

Source: None/Company/INE529D01014/26433d2f966449d0.pdf