Unicommerce eSolutions Ltd (BOM:544227)

Q2 2026 Unicommerce eSolutions Ltd Earnings Call Transcript

Nov 11, 2025 / 03:30 AM GMT

Release Date Price: ₹136.8 (+6.29%)

Transcript

Key Points

Positve

Unicommerce eSolutions Ltd (NSE:UNIECOM) reported a strong revenue growth of 75.3% year-on-year, reaching INR 51.4 crores in Q2 FY26.
The company's adjusted EBITDA increased by 85.1% year-on-year, driven by cost discipline and operating leverage.
Shipway, a part of Unicommerce, demonstrated strong growth with a revenue run rate increase from INR 70 crores in Q1 FY26 to INR 90 crores in Q2 FY26.
Univer platform achieved an annual transaction run rate of over 1.1 billion order items, with significant enterprise client additions.
The company launched Unicature, a video management system, enhancing its position as a comprehensive e-commerce enablement provider.

Negative

Realization per transaction weakened by 15% this quarter, attributed to strategic decisions and increased Quick commerce volumes.
Client attrition was noted, with about 60 enterprise clients leaving, although this was attributed to industry volatility and business model changes.
Revenue from top clients has been decreasing, reflecting the performance of those brands and a focus on diversifying the customer base.
The company is facing pricing pressure, although strategic measures have been taken to address this.
There is uncertainty regarding the impact of new price escalation clauses, as they are currently applicable only to new customers.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UICO.NS - Unicommerce eSolutions Ltd
Q2 2026 Unicommerce eSolutions Ltd Earnings Call
Nov 12, 2025 / 03:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Unicommerce ES Solutions Limited.

You do an H1FY26 earnings conference call.

This conference call may contain forward-looking statements about the company which are based on beliefs, opinions, and expectations of the company as on the date of this call.

These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.

As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by

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