Event Type and Details:

  • This document contains the transcript of Patel Retail Limited's Q4 FY26 Earnings Conference Call held on June 08, 2026
  • The event was an earnings conference call to discuss the company's performance for the fourth quarter and full year ended March 31, 2026
  • The call was hosted by Kirin Advisors Private Limited as the moderator

Management Participants:

  • Mr. Dhanji Patel – Chairman and Managing Director
  • Mr. Rahul Patel – Chief Executive Officer
  • Mr. Hitesh Sawlani – Chief Financial Officer

Financial Performance Highlights:

Q4 FY26 Performance:

  • Total income: INR339.55 crores, increased by 53.35% year-on-year
  • EBITDA: INR22.74 crores, grew by 31.21% year-on-year
  • EBITDA margin: 6.70%
  • PAT: INR9.98 crores, increased by 39.07% year-on-year
  • PAT margin: 2.94%
  • EPS: 2.99, registered growth of 3.82% year-on-year

Full Year FY26 Performance:

  • Total income: INR1,059.29 crore, grew by 28.25% year-on-year (crossed INR1,000 crores mark)
  • EBITDA: INR83.08 crores, increased by 33.07% year-on-year
  • EBITDA margin: 7.84% (improved by 28 bps)
  • PAT: INR39.05 crores, grew by 54.48% year-on-year
  • PAT margin: 3.69% (expanded by 63 bps)
  • EPS: 13.03, reflecting growth of 26.50% year-on-year
  • Retail sales: INR429 crores, increased by 16.33% year-on-year
  • Transaction value: 58 lakh bill cuts, representing growth of 11.54% year-on-year

Operational Highlights:

  • Launched 50th store in Thakurli during Q4 FY26
  • Inaugurated 51st store in Rasayani in April 2026
  • Total retail network: 51 stores with over 2.29 lakh square feet of retail space
  • Received DGFT authorization for wheat flour and related products, strengthening export capabilities
  • Combined installed manufacturing capacity: over 1.47 lakh metric tons per annum across Ambernath and Kutch facilities
  • Current capacity utilization: 50-55% (increased by 4-5%)
  • Private label portfolio includes Patel Fresh, Indian Chaska, Blue Nation, and Patel Essentials

Business Segments:

  • Retail segment revenue: INR429 crores (FY26)
  • Manufacturing and processing segment revenue: approximately 59% of total revenue
  • Export revenue: INR319 crores (part of manufacturing segment)
  • Private label contribution to retail sales: 17.5%

Strategic Outlook:

  • Plan to open 8-10 stores annually
  • Expansion focus: Western MMR suburbs and Pune, with phased entry into other cities across Maharashtra and Western India
  • Target revenue growth: 20% and above (double-digit growth)
  • Target EBITDA margin: 8-9% going forward
  • Focus on enhancing capacity utilization, automation, private label growth, digital engagement, and exports

Additional Information:

  • The transcript was filed with BSE and NSE pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
  • The presentation was simultaneously posted on the company's website at https://patelrpl.in/investor-relations/
  • The document includes a complete Q&A session with analysts covering various operational and financial aspects

Additional Notes Section

  • The document includes the full transcript of the earnings conference call with analyst Q&A
  • The filing includes digital signature of Prasad Ramesh Khopkar, Company Secretary
  • No financial data attachments were included beyond the transcript itself