India · Delayed Price · Currency is INR Unicommerce eSolutions Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 51.6% to INR 204.3 crore in FY 2026, with adjusted EBITDA up 54.5% and strong cash generation. AI-first strategy and new product launches drive growth, while near-term investments will impact margins but are expected to boost full-year profitability in FY 2027.
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Q3 FY26 saw 72% revenue growth and 51% adjusted EBITDA growth, driven by enterprise client additions, AI integration, and product expansion. Revenue diversification improved, Shipway scaled rapidly, and double-digit growth is expected ahead.
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Q2 FY26 saw revenue surge 75.3% year-over-year to INR 51.4 crores, with Adjusted EBITDA up 85.1%. Shipway and Uniware drove growth, while new product launches and price escalation clauses are expected to support future performance. Cash reserves and client base both reached new highs.
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Q1 FY 2026 saw 63.6% revenue growth and 112% adjusted EBITDA growth, with strong international and Shipway performance. Pricing softness was offset by client additions and operational efficiency, while new products and AI integration support future growth.
Fiscal Year 2025
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Consolidated revenue grew 70.6% YoY in Q4 FY 2025, driven by Shipway acquisition and strong client additions, while standalone growth was muted due to macro headwinds. Adjusted EBITDA margin improved, and the company expects to exceed its INR 180 crore revenue run rate in FY 2026.
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Revenue and profitability saw strong double-digit growth year-on-year, driven by operating leverage and expanding product offerings. The acquisition of Shipway and ongoing investments in technology position the company for continued growth, despite muted e-commerce market conditions.
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Revenue grew 13% YoY in Q2 FY25 and 11.1% in H1, with adjusted EBITDA up 33.5% and 29% respectively. Enterprise client base expanded 21.7% YoY, while new products UniShip and UniReco gained early traction. Cash flow improved significantly, and management expects continued above-market growth.
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Q1 FY25 saw 9.2% revenue growth and 23.2% adjusted EBITDA growth, with strong operating leverage and 35% increase in order items processed. Management expects higher growth in H2, driven by festive seasonality, new products, and international expansion.