Unicommerce Esolutions Limited has informed the Exchange about Transcript
UNIECOM · price
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Awaiting price reaction for this filing.
Unicommerce posted a strong Q1FY26 with consolidated revenue of INR449.3 million, up 63.6% year-on-year, helped by the Uniware platform and the addition of Shipway. Adjusted EBITDA jumped 112% YoY to INR94.7 million, with margins expanding 482 basis points to 21.1%. Reported profit after tax rose 10.8% to INR38.9 million, but excluding a non-cash INR33.2 million amortization from the Shipway acquisition, underlying PAT grew 81.5% to INR63.7 million. Key milestones included the international business turning operationally profitable across 6 countries, Shipway becoming PAT-positive with a July ARR of INR80–85 crore, and 88 new client additions including Himalaya Wellness, Lacoste, Rupa and Ajanta Shoes. The company commercially launched its UniReco payment-reconciliation module and went live on Oracle ERP. Management is exploring both organic and inorganic expansion, with early Q2 indicators from Raksha Bandhan and Prime Day sales described as encouraging.
The sharp EBITDA margin expansion, improving profitability and successful integration of Shipway are positives for the stock. However, the mature Uniware stand-alone business continues to post only modest growth and management evaded several specific analyst queries on top-10 client revenue decline, quick-commerce mix, and pricing, which may limit near-term conviction.