Shadowfax Technologies Ltd
Shadowfax Technologies Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #2 of 32 in Transport Services
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The short version
Shadowfax guides for about 27%-30% overall business growth going forward. Shadowfax guides for about 28% to 30% maximum business growth over the next 2-3 years, not the 30-40% seen this year.
From Shadowfax Technologies Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Shadowfax guides for about 27%-30% overall business growth going forward.
- Hyperlocal segment, due to smaller base, is expected to grow faster at about 45%-50% year-on-year.
- Growth drivers include market share gains (~40%-45%), underlying 3PL market growth (~50%-55%), and expansion into new categories and customers.
- For the next two to three years, they do not expect growth as high as this year's spike but maintain guidance around 28%-30%.
- Post FY28, growth is expected to stabilize and investments will saturate leading to more aggressive EBITDA margin expansions.
2 more points from Shadowfax Technologies Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Shadowfax is making significant capex investments, with FY26 seeing the highest spend ever, focusing on automation and infrastructure.
- Over 60% of capex spending over the last three years has been on sorting centers; combined with last mile hubs, this accounts for about 85% of total capex.
- The company is aggressively investing in setting up about 100 dark stores in FY27 for vertical quick commerce, a new business vertical.
- They continue expanding real estate and geographical footprint, adding 120-150 pin codes monthly to reach ~17,000 pin codes by FY27 and full country coverage by FY28.
- Investments include building asset-heavy sorting centers and maintaining an asset-light model on the road for efficiency.
2 more points from Shadowfax Technologies Ltd'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
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Order Book & Pipeline
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Shadowfax Technologies Ltd — 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
- Globe International Carriers Ltd (Q4 FY26)
Q4FY26 Revenue from Operations: ₹54.65 Cr, up 13.59% YoY from ₹48.11 Cr in Q4FY25 (Page 25). Key investor presentation takeaways from Globe International Carrie
- Tiger Logistics (Q4 FY26)
Q4 FY26 revenue: ₹16,255 lakhs, up 42.0% YoY from ₹11,451 lakhs in Q4 FY25 (Page 5, 10). Key investor presentation takeaways from Tiger Logistics (India) Ltd's
- Voler Car Ltd (Q4 FY26)
Quarterly Revenue (Q4 FY26): ₹1,395.15 lakhs . Key investor presentation takeaways from Voler Car's Q4 FY26 investor presentation — and how it ranks against sec
- Total Transport Systems Ltd (Q4 FY26)
Q4 FY26 Revenue: ₹154.7 Cr, down 1.0% YoY from ₹156.3 Cr (Page 10). Key investor presentation takeaways from Total Transport's Q4 FY26 investor presentation — a
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 Ltd Q4 FY26 results?
Shadowfax guides for about 27%-30% overall business growth going forward. Shadowfax guides for about 28% to 30% maximum business growth over the next 2-3 years, not the 30-40% seen this year.
What is Shadowfax Technologies Ltd share price analysis?
Shadowfax Technologies Ltd currently shows a neutral. The stock trades at a P/E of 82.8 with a market cap of ₹14,253 Cr. Investors should review the full earnings analysis for detailed insights.
Is Shadowfax Technologies Ltd planning capital expenditure?
Shadowfax is making significant capex investments, with FY26 seeing the highest spend ever, focusing on automation and infrastructure.
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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.