Unicommerce Esolutions Limited has informed the Exchange about Transcript
UNIECOM · price
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Unicommerce eSolutions reported Q3 FY26 consolidated revenue of INR 56.4 crores, up 72.2% year-on-year, with adjusted EBITDA growing 51% to INR 13.4 crores and PAT at INR 7.4 crores. The company added 110+ enterprise clients in the quarter, and top 10 client concentration has dropped to 12% from 27% in FY24, showing healthy diversification. Shipway's annualized revenue run rate reached ~INR 100 crores, while the standalone Uniware business grew 8.1% YoY after absorbing the loss of a top 10 client that changed its business model. Management guided that Uniware will deliver double-digit growth from Q4 FY26 onwards, supported by new product adoption (B2B/quick commerce modules now used by 35-40% of clients, UniReco at 4-5% within 6 months) and three new AI products launched recently. The company is discontinuing transaction-rate reporting and plans calibrated investments in AI, product, and sales for Shipway, which may push it slightly below breakeven EBITDA in the near term.
Strong revenue and profit growth with improving client diversification supports the growth narrative, while the loss of a top 10 client and a slightly higher investment phase for Shipway are near-term watchpoints. Double-digit growth guidance from Q4 FY26 and operating leverage signaling faster profit growth are positive for shareholders.