Shadowfax Technologies Limited — PPTs, 31-07-2026: Investor Presentation

Here's a summary of Shadowfax Technologies Limited's performance, keeping your preferences in mind:

**Business Performance:** Shadowfax delivered robust growth, with revenue reaching 1,358 Cr, a 65% increase year-over-year. Express services were a key driver, contributing 997 Cr in revenue with an impressive 87% YoY growth. Hyperlocal services also saw strong momentum, generating 272 Cr in revenue, up 53% YoY. Overall orders grew by 83.3% YoY to 24.7 Cr.

**Growth Drivers or Strategy:** The company is focusing on expanding its market share across various segments and investing in its network and technology. Key strategic areas include growing Quick Commerce and Dark Stores, enhancing network coverage, and scaling its Prime and Shadowfax 360 offerings for D2C and SMEs.

**Recent Developments:** Shadowfax is significantly investing in its capacity, with ~185 Cr in Capex in Q1 FY27, front-loaded for the upcoming festive season. This includes expanding operations space and enhancing automation.

**Key Financial Metrics:** Adjusted EBITDA saw a substantial 181% YoY increase to 67 Cr, with margins improving to 4.9%. Profit After Tax (PAT) surged by 716% YoY to 65 Cr, with margins expanding by approximately 380 bps.

**Management Commentary / Outlook:** Shadowfax is gearing up for a strong festive season, driven by continued demand visibility and strategic investments in its growth engines. The company is focused on compounding efficiency, elevating customer experience, and sustaining margins through AI integration across its network.