Shadowfax Technologies Ltd (SHADOWFAX) Q3FY26 Concall Summary - Dec-2025 Qtr
Performance Overview
- The company reported a landmark quarter with a record 65% year-on-year revenue growth, continuing a trend of 65%+ YoY growth for the third consecutive quarter.
- Following a successful listing on January 28, the company completed a primary capital raise of INR 1,000 crores, marking a significant milestone in its growth journey.
- Profitability saw substantial improvement, with the company remaining adjusted EBITDA positive for the 11th consecutive quarter and achieving a net profit (PAT) of INR 35 crores, translating to a 3% PAT margin.
- The company is rapidly gaining market share, particularly in its core Express Parcel business, driven by industry consolidation and strategic expansion into new pin codes and customer segments.
- Strong momentum was observed across all business segments, with the Hyperlocal business growing significantly due to the expansion of quick commerce, and the D2C segment showing triple-digit year-on-year growth.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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