NSE:SHADOWFAX management interview: Shadowfax CEO On Quick Deliveries, AI & India’s Consumption Story | Delivery Partner Shortages?
ET Now, 2026-05-15. Video: https://www.youtube.com/watch?v=SV9ZQg4U_uQ
- EBITDA margin guidance: Shadowfax expects margins to improve by 100 to 120 basis points over the next two years, and by 200 to 250 basis points annually from FY28 to FY30, targeting early double-digit EBITDA margins at steady state.
- Revenue growth outlook: The company maintained its guidance of 28% to 30% year-on-year growth, outpacing the broader market on the back of resilient domestic consumption.
- SME and D2C strategy: Shadowfax launched Shadowfax 360 to provide same-day and next-day delivery for SMEs and D2C brands, aiming to capture the long-tail market of India's 15 lakh online sellers.
- Sortation hub automation: The newly launched 1NCR sortation facility features a capacity of 48,000 shipments per hour and 40% to 50% day-one utilization, serving as the first of multiple automated mega hubs designed to lower manpower costs per order.