Overview
- Shadowfax reported a consolidated net profit of ₹55.8 crore for Q4 FY26 with operating revenue up 73.6% year over year to ₹1,237 crore and adjusted EBITDA rising to ₹58 crore.
- Investor response was strong as the stock hit a record intraday high after the results, with gains peaking at 17.2% on the BSE before paring back.
- The company will expand its dark‑store network from 15 to 100 sites in FY27, earmarking about 10% of a ₹180–190 crore capital plan for these small warehouses designed for 30‑minute delivery within a 7 km radius.
- Management said AI tools will automate slotting, picking and demand forecasting, and new sorting‑center automation will cut overhead and speed breakeven as the network scales.
- Shadowfax completed the CriticaLog acquisition, estimated its 3PL express market share at 27–29% after four years of gains, and named quick commerce, Prime, Prime Large and CriticaLog as its four growth engines.