Shadowfax Technologies Limited — Q2FY27 earnings call summary

• Q2 FY27 revenue INR1,538 Cr +57% y-y; adjusted EBITDA margin 5%; PAT INR67 Cr
• Long-term revenue growth guidance maintained at 27-30%
• Quick commerce industry expected to grow 30%+; Shadowfax to maintain market leadership
• Margin improvement driven by operational efficiencies despite cost buildup in rentals and depreciation
• Capacity expanded to 69 lakh sq ft; delivery partners scaled 31% to 3.8 lakh
• AI optimization engine deployed to improve cost and speed
• Orders grew 70% y-y to 27.1 Cr; Express Parcel revenue INR1,096 Cr +55% y-y; Hyperlocal revenue INR341 Cr +88% y-y
• New micro-fulfillment centers planned in 50 cities over 6-12 months

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