Unicommerce eSolutions Limited has intimated the exchange about the earnings call transcript for Q1 of FY 27.

August 21, 2026 National Stock Exchange of India Ltd. BSE Limited Exchange Plaza, C – 1, Block G Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Bandra (E), Dalal Street, Mumbai-400 051 Mumbai 400 001 Symbol: UNIECOM Scrip Code: 544227 Subject: Q1 FY27 Earnings Conference Call-Transcript Dear Sir/Madam, Greetings from Unicommerce eSolutions Limited. Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the transcript of the Q1 FY27 Results Conference Call held on Friday, 14th August, 2026 at 9:00 a.m. (IST) for the quarter ended on June 30, 2026. The same is available on the website of the Company at https://unicommerce.com/ Please take the aforesaid document on record and oblige. Thanking you, For Unicommerce eSolutions Limited Anil Kumar Company Secretary Membership No. F8023 Encl.: as above Unicommerce eSolutions Ltd. Registered Office: Mezzanine Floor, A-83, Okhla Industrial Area Phase-II, New Delhi 110020 India Corporate Office: M3M Urbana Business Park, Tower B, 9th Floor, Sector 67, Gurugram 122001, Haryana, India Tel +91-888 7790 22, email: contactus@unicommerce.com I Web: www.unicommerce.com CIN: L74140DL2012PLC230932 “Unicommerce eSolutions Limited Q1 FY27 Earnings Conference Call” August 14, 2026 “E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 14th August 2026 will prevail.” MANAGEMENT: MR. KAPIL MAKHIJA – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER MR. ANURAG MITTAL – CHIEF FINANCIAL OFFICER STRATEGIC GROWTH ADVISORS, INVESTOR RELATIONS ADVISORS Page 1 of 16 Unicommerce eSolutions Limited August 14, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Unicommerce eSolutions Limited Q1 FY '27 Earnings Conference Call. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on the date of this call. These statements do not guarantee the future performance of the company and may involve risks and uncertainties, which are difficult to predict. As a reminder, all participant lines 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 this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Kapil Makhija, Managing Director and CEO of Unicommerce eSolutions Limited. Thank you and over to you, Mr. Makhija. Kapil Makhija: Thank you. Good morning, everyone and thank you for joining us for the quarter 1 FY27 Earnings call. I'm a little under the weather today, so please bear with me if I take a few pauses as I go through my remarks. I'm joined today by Anurag Mittal, our Chief Financial Officer, along with our Investor Relations Advisors, Strategic Growth Advisors. Before I get into the quarter, let me start with where we stand as a company today. Yesterday marked 2 years since our listing. In these 2 years, we have doubled both our revenue and adjusted EBITDA. Looking back further, we have grown the business 5x over the last 5 years, and our FY '26 adjusted EBITDA alone is now higher than our total revenue from 5 years ago. Our focus now is to build on this performance. As we enter the next phase of growth, we will continue to be guided by the 3 core principles that have shaped our journey so far. First is a tech- first mindset. We lead through product innovation to create value for our clients. Today, that increasingly means embedding AI into our platforms so customers can receive more with lesser effort. Second, we invest with discipline. We take selective bets and assess investments based on the size of the opportunity, the value created for customers and their priority relative to other growth opportunities. For example, over the last 5 years, we invested in building our e-commerce WMS and omnichannel product suite, building these through incremental iteration. Both products now operate at a large scale. Third, we build patiently. Enterprise software requires sustained product development, customer feedback and validation as well as an evolving go-to-market approach through different stages of scale. Our modules or features often begin with focused use cases and become stronger over time as we add depth of features around workflows for different types and scale of customers. This allows us to serve a larger and more diverse set of clients. In a complex industry like e- commerce, the product maturity cycle can extend over 18 to 24 months. These principles have shaped how we have built the business over the years, and they continue to guide how we allocate our resources today. As we enter FY '27, we do so with a broader product portfolio, a larger customer base and multiple growth opportunities across our platforms. Against this backdrop, let me turn to our performance in quarter 1 FY '27. We are pleased to begin the financial year with a strong first Page 2 of 16 Unicommerce eSolutions Limited August 14, 2026 quarter. Revenue grew 14.3% year-on-year to INR51.4 crores, supported by continued double- digit growth across both Uniware and Shipway. To capture the opportunity ahead, we have consciously increased our investments during FY '27. These investments will be funded through a portion of the earnings we generate while we continuing to add cash to our balance sheet. Our investments for the year are focused on 3 areas. The first is AI-led product innovation. Product development has been a critical driver of our revenue growth in the past. We began by building Uniware to address complex operational workflows and went deep in developing a highly flexible platform that can cater to hundreds of workflow variations across clients. Today, our platforms are moving into the next phase of this evolution from being a system of record before AI existed to AI-led systems of intelligence in the first AI generation and now moving to proactive agentic systems that can guide actions. Our aim is to create value for clients and help them focus more on solving business problems and less on managing operational processes. The second area of investment is talent and capability addition. Over the last few quarters, we have selectively strengthened leadership across functions and added talent with AI capabilities. These investments will support faster execution, stronger customer relationships and more scalable systems and processes. The third area is go-to-market expansion. We are expanding sales capacity and investing in marketing initiatives to accelerate customer acquisition, improve onboarding and continue adoption of new products and modules. Let me now take you through the performance of our individual businesses. Uniware delivered another strong quarter with revenue growth of 12.8% year-on-year. This was the fourth consecutive quarter of improving growth and demonstrates the traction from the initiatives executed over the last year. The underlying performance was stronger than the reported figures, excluding the impact of a former top 10 customer that discontinued operations in quarter 3 FY '26, Uniware delivered year-on-year growth of more than 15%. As quarter 4 FY '27 will be the first full quarter of like-for-like comparison following this client exit, we are confident of delivering growth of over 15% from quarter 4 FY '27 onwards in Uniware. We also saw healthy customer acquisition momentum. During the quarter, we added 115 enterprise customers, up 30.7% compared to 88 in the same quarter last year. These additions include both traditional enterprises and digital-first brands. Some of the marquee customers added during the quarter include Amul, Haldiram's, STUDDS, Pigeon, Mahindra Logistics and The Sleep Company in addition to Snoonu and Namshi [Showing first 8,000 characters — download PDF for full document]