SHADOWFAX

What Shadowfax Technologies promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 19 tracked 2 delivered 2 missed 15 open
  • Capex Intensity (Full Year) delivered said Q3 FY26 Promised: roughly about 4% odd on a full year basis Q1 FY27: Promise relates to FY26 and was achieved. No new information.
  • Last-Mile Facilities Launch went quiet said Q3 FY26 Promised: 80 to 100 every single month Q1 FY27: No specific update on the number of new facilities or touch points launched per month was provided. The company reported pin code expansion instead.
  • Capex Intensity (Next 2 Years) revised down said Q3 FY26 Promised: 2.8% to 3% over the next two years Q1 FY27: While absolute capex guidance for FY27 remains unchanged, the new higher revenue guidance of 38-40% implies a capex intensity of ~3.2%, which is still above the original 2.8-3% target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 19 tracked commitments for Shadowfax Technologies — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens