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Earnings Call

Shadowfax Technologies Earnings Call: Key Takeaways

Shadowfax reported record Q4 FY26 profitability and growth, driven by express parcel and hyperlocal segments. The company is pivoting towards vertical quick commerce and D2C.

Why this was an Alfa AlertNot a filter event. While the company reported record results, they did not provide a specific prior numerical guidance range to measure a material beat against.
Highlights
Revenue growth69% YoY for FY26; 74% YoY for Q4 FY26.
MarginsAdjusted EBITDA margin improved from 0.7% to 4.7% YoY.
Order bookDelivered 72cr+ customer orders in FY26.
Demand visibilityStrong; D2C and SME segments seeing 2.5x growth.
Management confidenceHigh conviction in India's digital consumption and 3PL market share gains.

Growth

FY26 revenue grew 69% YoY to ₹4,200cr+; PAT hit ₹112cr versus ₹6cr YoY. Q4 revenue grew 74% YoY.

Outlook

Guiding 27-30% growth; adding 100 dark stores for vertical quick commerce. Target 100-120 bps margin expansion annually.

Risks

Geopolitical volatility and potential fuel inflation; historical underutilization during aggressive geographical expansion periods.

Source

Earnings Call filed with NSE, NSE: SHADOWFAX. Summary written with AI assistance from the document.

Read the document ↗

Shadowfax Technologies Ltd: key numbers

Share price
₹282.45
Market cap
₹16,577 Cr
Revenue (annual)
₹4,202 Cr
Net profit (annual)
₹111.7 Cr
P/E (TTM)
98.0×Sector 29.0×
Promoter holding
16.51%-0.08% QoQ
FII holding
8.78%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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