Shadowfax Technologies
Shadowfax Technologies Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #2 of 32 in Transport Services
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Shadowfax Technologies Q3 FY26 key numbers
- Revenue
- Expansion into volumetric shipments (currently at INR 50 crores ARR) and new categories like white goods are expected to drive incremental growth.
As stated in Shadowfax Technologies's Q3 FY26 earnings call transcript · published 25 Aug 2026. Reported figures, not investment advice.
The short version
Shadowfax expects a growth pace of 25% to 30% year-on-year for the next couple of years driven by market share expansion and exposure to fast-growing categories, especially hyperlocal and quick commerce. Shadowfax expects revenue growth of 25% to 30% year-on-year for the next couple of years.
From Shadowfax Technologies's Q3 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Shadowfax expects a growth pace of 25% to 30% year-on-year for the next couple of years driven by market share expansion and exposure to fast-growing categories, especially hyperlocal and quick commerce.
- Express parcel business, the largest segment (75% of revenue), grew 72% year-on-year in Q3 and is expected to continue gaining market share over the next 6-8 quarters.
- Hyperlocal segment (17% of revenues) grew 43% year-on-year and continues to expand rapidly with traction in quick commerce categories like baby wear, apparel, gourmet food, etc.
- Expansion into volumetric shipments (currently at INR 50 crores ARR) and new categories like white goods are expected to drive incremental growth.
2 more points from Shadowfax Technologies's call on revenue
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Profitability & Margins
See what Shadowfax Technologies said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current year Capex intensity is higher at ~4% of revenues due to fast growth and investment in capabilities ahead of time.
- Historically, Capex intensity has been around 2% - 2.5%.
- Guidance for next two years: anticipated Capex intensity of 2.8% to 3% of revenues.
- Long-term expectation: Capex intensity will gradually reduce to 2% to 2.5% of revenues.
- Investments focus on sort centers, last mile facilities, and owning assets under the roof (real estate leasing and operations of 4.5 million sq ft).
- No plans to buy trucks, leveraging abundant truck supply instead for better ROCE.
- Strategic investments aim at expanding pin code coverage and building long-term operating leverage.
2 more points from Shadowfax Technologies's call on capex
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Top-ranked in Transport Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Shadowfax Technologies said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- It indicates strong growth momentum with:
- Q3 FY '26 revenue of INR 1,160 crores.
- 65%+ year-on-year revenue growth in the last three quarters.
- A large marketplace has recently onboarded, with integrations completed and order scaling starting, expected to drive revenue in upcoming quarters.
- The company expects continued market share expansion, especially in express parcel and D2C segments, which are growing rapidly.
- Expansion into volumetric shipments and new service lines suggests an increasing order pipeline.
2 more points from Shadowfax Technologies's call on order book
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Shadowfax Technologies — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹1.3K Cr, net profit ₹66 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Shadowfax Technologies Ltd's management said in earlier quarters
Others in Transport Services this season
- Ashwini Container Movers Ltd (Q3 FY26)
Revenue for H1FY26 is ₹54.9 Cr, compared to ₹78.77 Cr for FY24, indicating a partial year figure rather than direct YoY quarterly comparison. Key investor prese
- Accuracy Shipping Ltd (Q3 FY26)
Q3 FY26 revenue from operations: ₹157.5 crore, down 38.0% YoY from ₹254.2 crore in Q3 FY25. Key investor presentation takeaways from Accuracy Shipping's Q3 FY26
- Sadhav Shipping Ltd (Q3 FY26)
For Q3 FY26, Revenue from operations is ₹28.2 crore with an EBITDA margin of 20.8%. Key investor presentation takeaways from Sadhav Shipping Ltd's Q3 FY26 inves
- Blue Water Logistics Ltd (Q3 FY26)
Year-on-Year (YoY) growth in Q3 Revenue: 80.2% . Key investor presentation takeaways from Blue Water Logistics Ltd's Q3 FY26 investor presentation — and how it
Potential multibaggers · Q2 FY27
Potential multibaggers in Transport Services
on management's own guidance
- 2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Shadowfax Technologies Q3 FY26 results?
Shadowfax expects a growth pace of 25% to 30% year-on-year for the next couple of years driven by market share expansion and exposure to fast-growing categories, especially hyperlocal and quick commerce. Shadowfax expects revenue growth of 25% to 30% year-on-year for the next couple of years.
What is Shadowfax Technologies share price analysis?
Shadowfax Technologies currently shows a neutral. The stock trades at a P/E of 87.0 with a market cap of ₹14,980 Cr. Investors should review the full earnings analysis for detailed insights.
Is Shadowfax Technologies planning capital expenditure?
Current year Capex intensity is higher at ~4% of revenues due to fast growth and investment in capabilities ahead of time.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.