Shadowfax Technologies Limited Q3 FY26 earnings call summary

Earnings call of 12 Feb 2026, summarised by AI from the filing.

Margins to rise about 1%-1.2% yearly for the next two years, with early teen steady-state EBITDA margin.

Key takeaways

1. Margin guidance Margins to rise about 1%-1.2% yearly for the next two years, with early teen steady-state EBITDA margin.
2. Large marketplace A large marketplace onboarded after a competitor partially exited in IPO proceeds; integrations done.
3. Market share Market share expansion expected to continue for the next six to eight quarters, driven by pin code expansion and new customers.
4. Lost shipments Lost shipments at 6.3% are still considered high and further reduction is targeted.

Original filing on BSE

Shadowfax Technologies Limited Q1 FY27 results

As filed: Revenue ₹1,324 cr, EBITDA ₹89.9 cr, PAT ₹66.2 cr, EBITDA margin 6.8%.

Not scored. No result for the same quarter last year.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹1,206 cr, EBITDA ₹78.7 cr, PAT ₹55.3 cr, EBITDA margin 6.5%. Not scored. No result for the same quarter last year. Share price after the results: +32.4% in 29 days (Nifty 500: −0.1%).
• Q3 FY26: Revenue ₹1,128 cr, EBITDA ₹65.1 cr, PAT ₹36.5 cr, EBITDA margin 5.8%. Not scored. No result for the same quarter last year. Share price after the results: −9.7% in 29 days (Nifty 500: −10.1%).

Past price moves after results do not indicate future moves. Not a recommendation.

Shadowfax Technologies Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (31 Jul 2026), Results deck (31 Jul 2026), Results press release (31 Jul 2026)
• Q4 FY26: Earnings call (14 May 2026), Results deck (14 May 2026), Results press release (14 May 2026)
• Q3 FY26: Earnings call (12 Feb 2026), Results deck (12 Feb 2026), Results press release (12 Feb 2026)