SHADOWFAXBSEShadowfax Technologies LtdMediumNeutral
Announced Thu, 14 May · 16:07 IST

Earnings Presentation on the Audited (Standalone & Consolidated) financial results for the quarter and year ended March 31, 2026

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SHADOWFAX · price

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AI summary

Shadowfax Technologies reported strong Q4 FY26 results with revenue of ₹1,237 Cr (73.6% YoY growth) and FY26 revenue of ₹4,202 Cr (69.1% YoY growth). The company achieved its most profitable quarter with Adj. EBITDA of ₹58 Cr (4.7% margin) and PAT of ₹56 Cr (4.5% margin), representing 400 bps and 590 bps YoY margin improvement respectively. For full year FY26, PAT jumped to ₹112 Cr from just ₹6 Cr in FY25. Total orders grew to 22.6 Cr in Q4 (100.8% YoY), with Express orders at 18.4 Cr (129% YoY). Market share expanded from 8% in FY22 to 27-29% in Q4 FY26. The company completed acquisition of CriticaLog (100% owned) in Q4 FY26 and targets 100 dark stores and 10K pin codes by FY27.

Likely market impact

The strong margin expansion and path to profitability signals improving unit economics and operational leverage. The company is investing ahead of growth with FY27 capex expected to moderate to 2.5-3.5% of revenue, which could further boost profitability. The CriticaLog acquisition adds high-value freight capabilities.