UNIECOM

Concall Transcript Summary Current Scenario - Consolidated revenue for Q2 FY27 grew 15% YoY to INR59.1 crores, driven by double-digit growth in Uniware and Shipway. - Shipway crossed an annualized revenue run rate of INR100 crores, growing 15.7% YoY. - Cash balance ended at INR104.4 crores, up 65% YoY, supported by strong operating cash flow of INR11.6 crores. - International business now contributes ~6% of Uniware revenues and is fully profitable. Changes in Trends - Transaction mix has become heterogeneous with 45% to 50% of the client base using B2B and quick commerce, impacting average transaction realization metrics. - Newer modules like UniReco and UniCapture have crossed an annualized revenue run rate of over INR3 crores (2.5% of Uniware revenue) with over 150 clients using them. Management Guidance & Outlook - Guided for >15% YoY revenue growth in Uniware from Q4 FY27 onwards. - Guided for Shipway revenue growth to accelerate to >20% from Q4 FY27 onwards. - Shipway is expected to achieve adjusted EBITDA profitability from Q3 FY27 and PAT profitability from Q4 FY27. - Consolidated margins and operating leverage are expected to improve in H2 FY27 as incremental investments moderate. Growth Drivers - Three organic growth levers: acquiring new clients, expanding relationships with existing clients via upselling/cross-selling, and AI-led product innovations. - Launched 'DNA', a second-generation AI companion for Uniware, shifting software from a system of record to a system of action. - M&A remains a strategic priority for acquiring adjacent product capabilities to accelerate the long-term 5x growth vision.

Concall Schedule Concall Date: 4th November 2026 Concall Time: 2:00 pm onwards

Unicommerce eSolutions Limited informed the exchange about the availability of the audio recording link for the Analyst/Investor Conference Call held on October 26, 2026, for H1 & Q2 FY27 results.

- Board approved audited standalone and consolidated financial results for the quarter and half year ended September 30, 2026. - Approved the appointment of Mr. Prankur Chaturvedi as Company Secretary and Key Managerial Personnel (KMP) effective October 23, 2026.

- Q2 FY27 revenue rose 15% YoY to ₹59.1 Cr; PAT grew 10.6% YoY to ₹6.4 Cr. - Adjusted EBITDA stood at ₹10.0 Cr (17.0% margin). - Launched DNA, second-generation AI companion, and added 121 enterprise clients. - Shipway crossed ₹100 Cr ARR. - Management guided for improving profitability and margins in H2 FY27.

- Q2 FY27 Consolidated Revenue grew 15.0% YoY to ₹59.1 Cr; H1 FY27 Revenue reached ₹110.4 Cr (+14.7% YoY). - Q2 FY27 PAT rose 10.6% YoY to ₹6.4 Cr with a cash balance of ₹104.4 Cr. - Shipway achieved ₹100 Cr annualized revenue run-rate. - Management guided 15%+ revenue growth for Uniware and 20%+ for Shipway from Q4 FY27.

- Approved Audited Standalone and Consolidated Financial Results for the quarter and half-year ended September 30, 2026. - Consolidated H1 Profit Before Tax stood at ₹124.02 Mn compared to ₹129.45 Mn in H1 FY26. - Appointed Mr. Prankur Chaturvedi as Company Secretary and Key Managerial Personnel (KMP) w.e.f. October 23, 2026.

Kenstar has partnered with Unicommerce to strengthen its e-commerce technology backbone and operations. - Kenstar has adopted Unicommerce's Uniware platform, deploying its Order Management System (OMS) and Warehouse Management System (WMS). - The partnership aims to streamline multi-channel orders, provide real-time inventory visibility, and improve warehouse efficiency as Kenstar expands its digital footprint.

Concall Schedule Concall Date: 26th October 2026 Concall Time: 9:00 AM IST

Unicommerce reported a 31% YoY increase in e-commerce order volumes during the first week of festive sales. Quick commerce recorded the highest growth with order volumes up 85% YoY. Tier 3 towns led festive sales accounting for 42% of total orders. FMCG order volumes grew by over 190% led by healthy foods.

- Trading window closed with effect from October 01, 2026. - Closure relates to financial results for the quarter and half year ending September 30, 2026. - Trading window will re-open 48 hours after declaration of results.

- Unicommerce Esolutions Limited has informed the exchanges about the cancellation of scheduled Analyst / Institutional Investor meetings. - The meetings were originally scheduled for Tuesday, 29th September 2026 at 2:00 PM IST. - The cancellation is due to some exigencies.

Concall Schedule Concall Date: 29th September 2026 Concall Time: 2:00 pm onwards

- Unicommerce eSolutions Limited partnered with The Sleep Company to strengthen its e-commerce operations. - Unicommerce's Uniware platform will be deployed for order and warehouse management, centralizing inventory, and improving logistics efficiency.

- Unicommerce eSolutions Limited has scheduled its 15th Annual General Meeting (AGM) on Wednesday, September 30, 2026, at 10:30 A.M. (IST) via Video Conference/Other Audio-Visual Means. - The company is providing web-links for shareholders to access the Notice of AGM and the Annual Report for FY 2025-26.

- Investor Meeting Schedule - Meeting Date: 8th September 2026 - Meeting Time: 10:00 am onwards - Meeting Type: 1x1 / Group Meeting (Non-Deal Roadshow) - Place: Chennai

- Q1 FY27 Consolidated Revenue ₹51.4 crores (▲14.3% YoY). - Q1 FY27 Adjusted EBITDA ₹8.1 crores (▼14.5% YoY) due to planned front-loaded growth investments in H1 FY27. - Q1 FY27 PAT ₹4.7 crores (▲20.2% YoY), aided by tax benefits. - Cash and bank balances increased to ₹92.6 crores (▲72.1% YoY). - Uniware added 115 enterprise customers (▲30.7% YoY). - Expects improved profitability trajectory from H2 FY27 onwards. - Uniware is anticipated to grow 15%+ YoY from Q4 FY27 onwards. - Shipway is anticipated to achieve 20%+ YoY growth from Q4 FY27 onwards and become breakeven from H2 FY27. - Strategic investments focused on AI-led product innovation, talent, and go-to-market expansion. - Net Revenue Retention (NRR) consistently maintained at 100%+.

- Unicommerce eSolutions Limited and Urban Company have expanded their partnership to UAE & Saudi Arabia. - Urban Company's Middle East arm will leverage Unicommerce's Uniware platform for e-commerce operations, including inventory and fulfillment. - This collaboration extends their successful partnership in India to new international markets.

- Audio link for Q1 FY27 Analyst/Investor Conference Call for the quarter ended 30th June, 2026, has been made available. - The conference call was held on August 14, 2026, at 9:00 a.m. (IST).

- Q1 FY27 Standalone Revenue ₹31.28 Cr vs ₹27.73 Cr (▲13% YoY) - EBITDA ₹10.06 Cr vs ₹9.05 Cr (▲11% YoY) - PAT ₹6.97 Cr vs ₹6.36 Cr (▲10% YoY) - EBITDA Margin 32.16% vs 32.64% (▼48bps)

- The Board of Directors of Unicommerce eSolutions Limited approved the Audited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026. - Mr. Monish Pal resigned as the Compliance Officer with immediate effect on August 13, 2026. - Mr. Sourabh Yadav was appointed as the new Compliance Officer with immediate effect on August 13, 2026.

- Q1 FY27 Consolidated Revenue ₹51.4 Cr vs ₹44.9 Cr (▲14.3% YoY) - Adjusted EBITDA ₹8.1 Cr vs ₹9.5 Cr (▼14.5% YoY) - PAT ₹4.7 Cr vs ₹3.9 Cr (▲20.2% YoY) - Adjusted EBITDA Margin 15.75% vs 21.16% (▼541 bps) - The company reported strong growth in Uniware (+12.8% YoY) and Shipway (+16.8% YoY), onboarding 115 new enterprise customers. - The decline in Adjusted EBITDA margin is attributed to front-loaded strategic investments in H1 FY27 for AI-led product development and market expansion, with profitability expected to improve in H2 FY27. - Management maintains a positive outlook, expecting 15%+ growth in Uniware and 20%+ in Shipway by Q4 FY27.

- Q1 FY27 Consolidated Revenue ₹51.4 Cr vs ₹44.9 Cr (▲14.3% YoY) - Adjusted EBITDA ₹8.1 Cr vs ₹9.5 Cr (▼14.7% YoY) - PAT ₹4.7 Cr vs ₹3.9 Cr (▲20.5% YoY) - Adjusted EBITDA Margin 15.8% vs 21.1% (▼530bps)

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- Unicommerce eSolutions Limited partnered with Ajanta Group, a leading footwear brand. - Unicommerce will provide its Order Management System (OMS), Warehouse Management System (WMS), and video verification solution (UniCapture) to streamline Ajanta's e-commerce operations and inventory management.

- Unicommerce partnered with Swiggy Networks to enable seamless B2B order processing for brands in the Swiggy ecosystem. - The integration streamlines fulfillment, improves inventory visibility, and reduces manual effort for bulk orders to Swiggy warehouses.

- The trading window for dealing in the Company's securities will close from Wednesday, 1st day of July, 2026.- It will reopen 48 hours after the announcement of audited financial results (standalone and consolidated) for the quarter ending on 30th June, 2026.

- Investor Meeting Schedule - Meeting Date: 29th June 2026 - Meeting Time: 5:00 pm onwards - Mode: Virtual

- Unicommerce eSolutions Limited partnered with Opptra, an AI-native e-commerce distributor founded by Flipkart co-founder Binny Bansal. - Unicommerce's Uniware platform will underpin Opptra's order, inventory, and fulfilment operations. - This partnership aims to scale Opptra's 33+ brand portfolio across India, GCC, and Southeast Asia. - The collaboration leverages Unicommerce's AI-led e-commerce and fulfillment technology stack, along with its 350+ integrations, to improve operational efficiency and accelerate go-to-market timelines for consumer brands.

- Investor Meeting Schedule - Meeting Date: 11th June 2026 - Meeting Time: 4:00 pm to 5:00 pm - Organized by: Choice Institutional Equities - InsightX 2026 (Virtual Group Meeting)