What SHADOWFAX management said they would do
SHADOWFAX management's promises, guidance and forward-looking statements, gathered from investor presentations and earnings calls.
31 forward-looking statements across 4 occasions, quoted from filings. 1 quarters have been filed since the earliest.
River doesn't say whether any of these were kept. That reading is yours.
It can keep what you said too.
Across the whole exchange in October 2026, companies announced ₹12,583 Cr of orders — 94 filings from 68 companies.
August 2026
earnings callnothing filed since“we are now revising our FY27 revenue growth guidance from 27% to 30% that we had given earlier to 38% to 40%”
FY27share this one
“our margin trajectory remains unchanged, suggesting faster growth with the same disciplined path into profitability”
FY27share this one
“We have already expanded to 10,000 pin codes, which was our full year target for FY27. We hit that number within the first quarter. We are now raising our FY27 target for Prime Large to 12,000 pin codes.”
FY27share this one
“our target was to bring it down to about 3.5% to 4% in the long run”
no horizon givenshare this one
“this year we are going to open 100 dark stores for the full year”
FY27share this one
“the way we are looking at it is that this cycle will continue for the next 12 months, and post that is when we will see critical logistics to actually grow much faster than the Shadowfax core business”
next 12 monthsshare this one
“there is an active conversation, which can potentially increase the revenue of CriticaLog as an organization by mid-teen percentage points”
no horizon givenshare this one
July 2026
investor presentationnothing filed since“Added 700+ pincodes; full national coverage by FY28”
by FY28share this one
“White goods to go-live by Q2 FY27”
Q2 FY27share this one
“6K · Q4 FY26 exit 10K · Current Coverage 12K · FY27 revised target”
FY27share this one
“on track for 100+ stores”
no horizon givenshare this one
“~200–250 new pincodes added every month”
no horizon givenshare this one
May 2026
earnings call1 quarter since“We'll be hitting about 17,000 odd pin codes by end of FY27”
FY27share this one
“for the overall business, we continue to maintain the same trajectory guidance of 27% to 30% overall business growth”
no horizon givenshare this one
“Hyperlocal, because the base is smaller will grow slightly faster at about 45% to 50% year-on-year growth”
no horizon givenshare this one
“our long-term goal was to bring it down to about 4% to 5%”
no horizon givenshare this one
“we have a view to open 10,000 pin codes in FY27”
FY27share this one
“We stay true to our strategy of covering the entire country by FY28”
FY28share this one
“we are going to set up about 100 dark stores in this financial year specifically for vertical quick commerce”
FY27share this one
“our guidance for FY27 will remain on an absolute basis very similar to FY26, which is in the range of about INR 180 to INR 190 crores”
FY27share this one
“for the next couple of years, we are giving a guidance of 100 basis points to 120 basis points in terms of improving profitability till FY28”
FY28share this one
“Post FY28, we are hoping to hit about somewhere between 200 basis points to 250 basis points every year for the next few years until we hit steady-state EBITDA”
post FY28share this one
“Our view is this will go to 14%-15% by FY30”
FY30share this one
May 2026
investor presentation1 quarter since“130 Cr ARR based on Q4 FY26”
no horizon givenshare this one
“Capex intensity moderating to a projected 2.5-3.5% in FY27, while continuing to invest in network & automation and geographic expansion”
FY27share this one
“15 to 100 dark stores in FY27”
FY27share this one
“Live in 6K pin codes - expanding to 10K in FY27”
FY27share this one
“White goods and heavy shipments launch in FY27”
FY27share this one
“Pin codes —by end of FY27”
FY27share this one
“60 Cr ARR based on Q4 FY26”
no horizon givenshare this one
“FY27 Brand & Platform Integration — One Brand One Platform Shared Infra — Criticalog under the Shadowfax umbrella — Unified tracking, single customer interface — Combined data backbone across services”
FY27share this one
What SHADOWFAX has filed since
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Keep my reason for SHADOWFAXWhat other management teams have said
Quoted from filings published by the National Stock Exchange of India. River is not an investment adviser and does not give investment advice.