ALFA Finder
The call ran from 3:59 PM to 4:51 PM IST (51 min).
Key takeaways
Revenue ₹670 Cr (+35% YoY) and adjusted EBITDA ₹14 Cr (2.1%) show improvement. Core contribution margin is flat at 21.1%, and management declined to give a margin timeline.
| Revenue growth | Revenue +35% YoY, +14% QoQ; H1 revenue +34%. |
|---|---|
| Margins | Group adj. EBITDA margin 2.1% vs 0.9% YoY; core CM flat 21.1%. |
| Demand visibility | Management cites bullish quick-commerce and D2C demand; no quantified outlook. |
| Management confidence | Over-optimistic; repeated 'excited' and 'confidence' while avoiding margin timelines. |
Growth
Core transactions +31% vs revenue +25%, implying a ~4-5% realisation drop that management attributes to mix. Emerging revenue +61%.
Outlook
No numeric forward guidance, only 'on track' vision language. H1 operating cash flow ₹55 Cr (2.3x YoY).
Risks
Core margin flat at 21.1% CM; management declined margin timeline, citing competition. Emerging adj. EBITDA still −21%; power merchant count stagnating.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Shiprocket Q2 FY27 Results: Turns Profitable, Net Profit ₹0.6 Cr
Shiprocket Ltd reported revenue from operations of ₹673.6 Cr (+34.7% YoY) and net profit of ₹0.6 Cr for Q2 FY27.
- Key figure
- Net profit ₹0.6 Cr
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targeting sustained operating leverage as merchant cross-sell increases from 7.3% to 8.8%.
Growth they described
Revenue grew 34% YoY to ₹592 Cr; core segment EBITDA margin improved to 12.8%.
Call details
| Company | Shiprocket Ltd |
|---|---|
| NSE symbol | SHIPROCKET |
| ISIN | INE0FOO01011 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 4:00 PM IST |
| Length | 51 min |
Shiprocket Ltd: key numbers
- Share price
- ₹130.62
- Market cap
- ₹9,504 Cr
- Revenue (annual)
- ₹2,024 Cr
- Net profit (annual)
- ₹-79.24 Cr
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 4.62%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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