Unicommerce Q3 FY26 Earnings Call Transcript Released: Revenue Up 72.2%
Unicommerce eSolutions Limited reported Q3 FY26 consolidated revenue of ₹56.4 crores, up 72.2% YoY, with an annualized revenue run rate exceeding ₹225 crores. Adjusted EBITDA grew 51% YoY to ₹13.4 crores. The company launched three AI capabilities and appointed Gaurav Juneja as Chief Revenue Officer. Double-digit growth is expected from Q4 FY26.
The significant revenue growth, introduction of advanced AI features, and strategic leadership changes are material developments that are likely to have a substantial impact on the company's future performance and market position.
The company reported strong year-on-year growth in revenue and adjusted EBITDA, introduced new AI-driven features, and announced a key management appointment, all indicating positive business momentum.
Unicommerce eSolutions Limited has released the transcript of its Q3 and nine months FY26 Results Conference Call, which was held on February 16, 2026. The company reported strong growth for the quarter, with consolidated revenue reaching ₹56.4 crores, a 72.2% increase year-on-year. This performance was driven by continued enterprise additions and expansion initiatives within Uniware, alongside the growing scale of Shipway. The annualized revenue run rate now exceeds ₹225 crores.
Adjusted EBITDA for Q3 FY26 stood at ₹13.4 crores, a 51% year-on-year growth, with an annualized adjusted EBITDA run rate surpassing ₹53 crores. This improvement is attributed to the operating leverage of their SaaS model and disciplined cost management.
The company highlighted its progress in integrating Artificial Intelligence (AI) across its platforms, with the launch of Catalyst AI Voice Agent, UniBot AI Assistant, and ShipSense AI. These AI capabilities aim to enhance customer engagement, streamline operations, and optimize logistics.
Uniware reported an 8.1% year-on-year revenue growth in Q3 FY26, with expectations for double-digit growth starting from Q4 FY26, supported by new enterprise acquisitions and product launches. Despite a revenue impact from one top 10 client changing its business model, the company's revenue concentration from its top 10 clients has decreased significantly to approximately 12% in Q3 FY26.
Shipway Technology Private Limited achieved an annualized revenue run rate of approximately ₹100 crores in Q3 FY26. The company plans calibrated investments in AI, product development, and sales and marketing for Shipway and ConvertWay, which may result in slightly below breakeven adjusted EBITDA in the short term for Shipway Technology Private Limited.
Unicommerce also announced the appointment of Gaurav Juneja as Chief Revenue Officer to strengthen business development and marketing functions. Looking ahead, the company anticipates continued growth from structural tailwinds in India's e-commerce market and plans to focus on scaling Uniware, accelerating Shipway's penetration, and expanding ConvertWay's growth, alongside disciplined investments in AI.
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Unicommerce Esolutions Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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