PATINTLOG
Patel Integrated Logistics Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
PATINTLOG
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹14 today
BEAR
₹11
-23%
5.8% a year · 7.4x exit
BASE
₹23
+63%
10% a year · 15x exit
BULL
₹46
+228%
13.6% a year · 29.1x exit
Where the market has priced it
3x10x today43x
management named no year; shown one year out
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹1.38 (screener) |
|---|---|
| Guided growth | 10% a year, said on the call of 14-May-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 7.36x / 15x / 29.1x, this company’s own p20 / median / p80 across 9 filed years |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
revenue growth 10%generic growth 10%
As we know, Patel Integrated Logistics Limited is undervalued relative to its performance with double-digit revenue growth, liberal dividend payments and unmatched operational leverage, we are expecting very soon the company will have a val
Call 14-May-2026 · bridge confidence medium · transcript PDF