Shadowfax Technologies Limited Q4 FY26 Earnings Call Transcript Released
Shadowfax Technologies Limited released its Q4 FY26 earnings call transcript. For FY26, revenue was ₹4,200 Cr (69% YoY growth), PAT was ₹112 Cr. Q4 FY26 saw revenue of ₹1,237 Cr (74% YoY growth) and PAT of ₹56 Cr. Key strategies for FY27 include D2C/SME focus, large shipment expansion, and verticalized quick commerce. The company expects early double-digit EBITDA margins.
The announcement provides a detailed update on financial performance, strategic direction, and future growth plans, including significant investments and market share gains. This level of detail is material for investors and stakeholders.
The company reported strong financial results for Q4 and full year FY26, with significant year-on-year growth in revenue, EBITDA, and PAT. Strategic initiatives and future outlook also appear positive, indicating a favorable business environment and company performance.
Shadowfax Technologies Limited has released the transcript of its Earnings Conference Call for Q4 FY26, which was held on May 14, 2026. The call featured insights from MD & CEO Abhishek Bansal, CFO Praveen Kumar KJ, and Corporate Strategy & Investor Relations lead Sachin Dixit.
During the call, Abhishek Bansal highlighted strong performance in Q4 FY26, with over 22 crore orders and revenues of ₹1,237 crores, marking a 74% year-on-year growth. Adjusted EBITDA for the quarter was ₹58 crores (4.7% margin), and PAT stood at ₹56 crores (4.5% margin). For the full year FY26, the company reported over 72 crore customer orders, revenue of ₹4,200 crores (69% YoY growth), Adjusted EBITDA of ₹159 crores, and PAT of ₹112 crores. Bansal also discussed strategic initiatives for FY27, including a focus on D2Cs and SMEs, expanding large shipment capabilities, continued geographical expansion, verticalized quick commerce, and integrating the acquisition of CriticaLog. Long-term strategies involving AI adoption and optimizing network design with owned assets were also detailed.
Key discussion points included market share gains, with Shadowfax estimating its share in the 3PL market at approximately 28-29%, up from 17-18% a year prior. The company anticipates early double-digit steady-state EBITDA margins and plans for 100-120 basis points of profitability improvement annually until FY28, followed by 200-250 basis points per year post-FY28. The company maintains a guidance of 27-30% overall business growth, with hyperlocal expected to grow at 45-50% year-on-year.
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Shadowfax Technologies Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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