Shadowfax Technologies Limited — PPTs, 14-05-2026: Investor Presentation

Here's a summary of the investor presentation:

**Business Performance:** Shadowfax Technologies has delivered strong growth, with revenue reaching ₹1,237 Cr in Q4 FY26, a 73.6% YoY increase. Full-year FY26 revenue stood at ₹4,202 Cr, up 69.1% YoY. Express services led the charge with ₹925 Cr revenue in Q4, driven by substantial market share gains.

**Growth Drivers or Strategy:** The company is focused on expanding its service portfolio to capture new market segments. Key initiatives include scaling Quick Commerce by aiming for 100 dark stores in FY27 and enhancing its Prime service for D2C and SME customers through the Shadowfax 360 platform.

**Recent Developments:** Shadowfax has fully acquired Criticalog, a specialized logistics provider for high-value and time-sensitive goods, in Q4 FY26. This acquisition is expected to create two-way value and close a portfolio gap.

**Key Financial Metrics:** Adjusted EBITDA for Q4 FY26 was ₹58 Cr, with a margin of 4.7%, showing significant YoY improvement. Net Profit after Tax (PAT) was ₹56 Cr in Q4 FY26, with a margin of 4.5%.

**Management Commentary / Outlook:** The company is investing in building capacity and automation for future growth, with Capex intensity expected to moderate in FY27. Shadowfax sees significant headroom in the large parcel segment, targeting 10,000 pin codes by FY27 and planning to launch white goods and heavy shipment services.