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Latest filing: 2026-09-08 00:00
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Shiprocket Q1 FY27 Revenue Up 34% YoY to ₹5,921 Mn; Adjusted EBITDA Surges ~9x to ₹89 Mn
Shiprocket reported a 34% YoY growth in revenue from operations to ₹5,921 Mn for Q1 FY27, compared to ₹4,425 Mn in Q1 FY26. Contribution margin improved 124 bps YoY to 19.4% (₹1,151 Mn), while Adjusted EBITDA rose ~9x to ₹89 Mn (1.5% margin) from ₹10 Mn. Loss before tax narrowed by 24% to ₹(137) Mn from ₹(180) Mn in Q1 FY26. Growth was propelled by Emerging Business revenue rising 70% YoY to ₹1,804 Mn, while the Core Business expanded 22% YoY to ₹4,117 Mn.
Confidence: HIGH
What changedShiprocket submitted its Q1 FY27 investor presentation, detailing a 34% YoY top-line expansion and significant EBITDA improvement alongside narrowing pre-tax losses.
Why it mattersDemonstrates operating leverage as contribution margin expands to 19.4% and Core Business Adj. EBITDA grows to ₹527 Mn, helping absorb investments in emerging business lines.
Revenue from Operations (Q1 FY27): ₹5,921 MnAdjusted EBITDA (Q1 FY27): ₹89 MnLoss before tax (Q1 FY27): ₹(137) MnEmerging Business Revenue Growth: 70% YoYContribution Margin % (Q1 FY27): 19.4%
📅 Short termThe sharp ~9x increase in Adjusted EBITDA and narrowing net loss will be viewed positively by the market as proof of operational leverage.
📈 Long termPlatform cross-selling (8.8% core merchants using emerging products) and automation integrations across quick commerce dark stores will be critical drivers for sustainable bottom-line profitability.
⚠ Risk flags
- Emerging business continues to operate at an Adjusted EBITDA loss of ₹(438) Mn
- Overall business remains pre-tax loss making at ₹(137) Mn, weighed down by share-based payment expenses (₹285 Mn)
Key Highlights
Revenue from operations increased 34% YoY to ₹5,921 Mn in Q1 FY27 from ₹4,425 Mn in Q1 FY26
Overall Adjusted EBITDA surged ~9x YoY to ₹89 Mn vs ₹10 Mn in Q1 FY26
Emerging Business revenue grew 70% YoY to ₹1,804 Mn, with contribution margin improving to 15.3% from 9.3%
Loss before tax narrowed to ₹(137) Mn from ₹(180) Mn in Q1 FY26
Active merchants reached 224,314, up 14% on TTM basis, while GMV processed reached ₹346,618 Mn (up 31% YoY)
👀 What to Watch
Watch the breakeven trajectory of the Emerging Business segment (currently generating an Adj. EBITDA loss of ₹438 Mn) and the scaling of Martech and Quick Commerce automation initiatives in upcoming quarters.
Q1 FY27 Revenue up 34% YoY to ₹5,921 Mn; Adjusted EBITDA Rises to ₹89 Mn
Shiprocket reported its maiden post-listing quarterly results for Q1 FY27, with consolidated revenue growing 34% YoY to ₹5,921 Mn. Adjusted EBITDA expanded significantly to ₹89 Mn compared to ₹10 Mn in the prior year quarter, while net loss narrowed by 24% YoY to ₹137 Mn. Growth was driven by the Emerging Business segment (checkout, marketing, omnichannel), which surged 70% YoY to ₹1,804 Mn and contributed 30% of total revenue. Core Business generated ₹4,117 Mn in revenue (up 22% YoY) and ₹527 Mn in Adjusted EBITDA.
Confidence: HIGH
What changedShiprocket reported its first financial results as a listed company for Q1 FY27, reflecting accelerated growth in newer business lines and operating leverage.
Why it mattersDemonstrates operating leverage as the high-margin Core Business funds rapid growth in the Emerging Business segment while narrowing overall losses.
Consolidated Revenue (Q1 FY27): ₹5,921 MnRevenue Growth YoY: 34%Adjusted EBITDA: ₹89 MnNet Loss: ₹137 MnCore Business Adj EBITDA: ₹527 MnActive Merchants: 224,314
📅 Short termStrong top-line and operating profit improvements in Q1 FY27 are likely to be viewed positively by the market.
📈 Long termCross-selling higher-margin emerging commerce software solutions to its 224,000+ MSME merchant base provides a structural growth runway.
⚠ Risk flags
- Company remains in a net loss position at ₹137 Mn
- Emerging Business EBITDA margin remains negative at -24%
Key Highlights
Consolidated revenue from operations rose 34% YoY to ₹5,921 Mn in Q1 FY27
Adjusted EBITDA scaled to ₹89 Mn from ₹10 Mn in Q1 FY26
Net loss narrowed by 24% YoY to ₹137 Mn
Emerging Business revenue grew 70% YoY to ₹1,804 Mn, representing 30% of overall revenue
Active merchant count reached 224,314 with TTM GMV of ₹346,618 Mn across 216 Mn transactions
👀 What to Watch
Track the progression of emerging business unit economics and the path to bottom-line profitability (PAT level) over the coming quarters.
