The Daily Brief Can Shadowfax deliver?
22 snips
Jan 20, 2026 Explore the fascinating journey of Shadowfax, a major player in India's logistics game, showcasing their unique business model and tech-driven operations. Discover the challenges they face with lost shipments affecting profitability and their heavy reliance on key clients like Misho. Delve into the evolving landscape of foreign investment in India, highlighted by the end of the Mauritius tax route and its implications for international trade. Additionally, receive quick updates on pivotal topics, including RBI policies and recent trade dynamics.
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Multi-Modal Last-Mile Edge
- Shadowfax combines e-commerce, quick commerce, and food delivery to serve multiple last-mile needs at scale.
- Its asset-light, gig-driven model and proprietary logistics OS enable flexibility but compress margins sharply.
Lean Funding, Early Profit
- Shadowfax raised under $250 million since 2015, far less than peers that raised over $1 billion pre-IPO.
- Despite lighter funding, it reached profitability relatively early in FY25.
Technology As A Trust Layer
- The company uses cameras, AI, geotagging and gig-worker tools as a 'trust and efficiency' stack to reduce theft and misrouting.
- These tech layers keep operations tight but cannot fully eliminate losses from high-volume, messy processes like reverse logistics.