“Ecommerce complexity in India will only increase. Every layer of complexity strengthens our relevance,” Unicommerce MD & CEO Kapil Makhija said during the Q4 earnings call.
Elaborating on the trend, Makhija said a typical brand that operated across 3-4 sales channels five years ago now juggles 8-12. Peak single-day order volumes have risen to 55 Lakh units from 12 Lakh. This has pushed Unicommerce’s integrations to nearly 350 from 100 earlier, creating new opportunities for the company.
To capitalise on this opportunity, the company will continue to pursue acquisitions as a core strategy to tap the growing market, the CEO said.
He added that Unicommerce will look to snap businesses, which are profitable or close to profitability and have strong AI elements, at reasonable valuations.
Notably, the ecommerce-focused SaaS platform acquired shipping solutions platform Shipway in FY25 to strengthen its offerings.
Besides acquisition, AI-led product development and expansion will also be among the core strategies of Unicommerce for FY27.
Responding to a question on AI reducing the need for the company’s solutions, Makhija said the aforementioned rising complexity in ecommerce makes it critical for brands to manage the integrations efficiently.
“While AI can write code, replicating the deep relationships the company has built with marketplaces over the years is a different matter altogether. Brands do not want technology to be their core focus. What they need is a stable and scalable system they can trust with their data,” he added.
Unicommerce To Strengthen Uniware, Shipway
Yesterday, Unicommerce reported a 3% rise in its consolidated net profit to ₹3.4 Cr in Q4 FY26 from ₹3.3 Cr in the year-ago quarter. On a sequential basis, profit plunged 55% from ₹7.4 Cr. Its operating revenue grew 14.2% YoY to ₹51.6 Cr YoY declined 8.3% sequentially from ₹56.3 Cr.
The company attributed the sequential decline in the top and bottom lines to “seasonality of Indian ecommerce”. As per the company, demand in Q4 is largely event-driven, led by discount-led clearance sales, which results in a sequential dip compared to earlier quarters.
Going ahead, Unicommerce plans to make investments to strengthen two of its products — Uniware, which offers a SaaS stack for sellers to manage operations across multiple ecommerce platforms, and Shipway.
The company will invest in sales, marketing, AI-led product development, talent acquisition, and AI tools deployment across product and engineering for both the products.
While this will benefit it in the long-term, the company expects the investment to weigh on its EBITDA and bottom line in the next two quarters.
“You will see the near-term financial impact of these investments in the form of low-registered EBITDA and PAT over the next two quarters. However, we remain confident of delivering higher, fuller operational profitability in FY27 compared to FY26. To summarise, we enter FY27 with stronger products, a broader platform, and clear visibility on the case,” Makhija said.
Shares of Unicommerce ended today’s trading session 9.18% lower at ₹98.47 on the BSE.
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