Key takeaway: Shadowfax Technologies Limited reported its unaudited financial results for the quarter ended June 30, 2026, in an investor presentation dated July 31, 2026. The company delivered 24.7 crore customer orders, achieving a 9% sequential growth over the previous quarter and a 95% year-over-year growth in express orders. Revenue from operations reached INR 1,358 crore, reflecting a 65% year-over-year increase. The express segment generated INR 997 crore, an 87% increase, while hyperlocal revenue was INR 272 crore, up 53% year-over-year. Adjusted EBITDA was INR 67 crore, marking a 181% increase, with an adjusted EBITDA margin of 4.9%. The company also highlighted its market share of 28%-30% in the third-party logistics sector and its strategic investments in capacity and technology to support future growth. The presentation emphasized the company's extensive network and operational capabilities.

Key takeaway: During the Q4 FY26 earnings conference call held on May 14, 2026, management reported significant growth and profitability for Shadowfax Technologies Limited. The company achieved over 72 crores customer orders and recorded a revenue of INR 4,200 crores, reflecting a 69% year-on-year increase. In Q4 alone, revenue reached INR 1,237 crores, marking a 74% year-on-year growth. Adjusted EBITDA for the year was INR 159 crores, nearly three times that of FY25, with a PAT of INR 112 crores compared to INR 6 crores the previous year. Management highlighted a strong focus on expanding their express parcel and hyperlocal segments, with plans to enhance their D2C and SME offerings. They also discussed the integration of AI into operations and the establishment of dark stores for vertical quick commerce. Overall, management expressed confidence in the company's growth trajectory and market position.

Key takeaway: The investor presentation from Shadowfax Technologies Limited, dated May 14, 2026, detailed the company's audited financial results for the quarter and year ended March 31, 2026. Management reported a significant revenue growth of 74% year-over-year in Q4 FY26, reaching INR 1,237 crore, with a total revenue of INR 4,202 crore for FY26, marking a 69% increase. The company delivered 22.6 crore customer orders in Q4 FY26, with express orders growing by 129% year-over-year. Adjusted EBITDA for Q4 FY26 was INR 58 crore, reflecting a margin of 4.7%, a 400 basis points improvement from the previous year. Shadowfax also highlighted its market share growth in the 3PL sector, increasing from 8% in FY22 to an estimated 27%-29% in Q4 FY26. The presentation emphasized the company's strategic investments in capacity and automation to support future growth.

Key takeaway: On February 12, 2026, Shadowfax Technologies Limited held its first earnings conference call following its IPO. Management reported a significant revenue growth of 65% year-on-year for Q3 FY 2025-26, generating INR 1,160 crores from 20.6 crores orders. The company highlighted its three main business segments: Express Parcel, Hyperlocal, and Other Logistics Services (OLS), with Express Parcel contributing 75% of revenue and growing 72% year-on-year. Management noted that they have been adjusted EBITDA positive for 11 consecutive quarters, achieving an adjusted EBITDA of INR 49 crores and a net profit of INR 35 crores in Q3. They emphasized ongoing investments in infrastructure and market share expansion, particularly in D2C and SME segments. Management expressed confidence in continued growth and margin improvement, driven by operational efficiencies and new service offerings.

Key takeaway: The investor presentation from Shadowfax Technologies Limited, dated February 12, 2026, outlines the company's unaudited financial results for the quarter and nine months ended December 31, 2025. Management highlighted significant growth, reporting a revenue of INR 1,160 crore for Q3 FY26, representing a 66% year-over-year increase, and a total revenue of INR 2,965 crore for the nine-month period, also up 67% year-over-year. The presentation emphasized Shadowfax's position as the fastest-growing logistics player in India, with a market share increase from 8% in FY22 to over 23% in the first half of FY26. Management noted a focus on innovation and efficiency, with an adjusted EBITDA of INR 49 crore for Q3 FY26, reflecting a margin improvement of 170 basis points year-over-year. The document also discussed strategic investments in infrastructure and technology to support future growth.