AceVector (ACEVECTOR) investor relations material

Executive summary

• H1 FY27 consolidated revenue was Rs 2,855.00 million, up 17% YoY, with a net loss of Rs 429.54 million; Q2 revenue rose 17% YoY and adjusted EBITDA loss narrowed sequentially.

• Snapdeal’s value-fashion business and Unicommerce’s commerce-enablement platforms are focused on asset-light operations, operating leverage, and sustainable growth.

Financial highlights

• Q2 consolidated revenue was Rs 1,511.95 million versus Rs 1,292.64 million in Q2 FY25/26; Q2 net loss was Rs 175.98 million.

• Q2 adjusted EBITDA loss was Rs 86 million versus Rs 22 million in Q2 FY26, narrowing by more than 50% from Rs 183 million in Q1 despite festive marketing spend.

• Q2 consolidated loss before exceptional items was Rs 148.44 million; Rs 13.07 million of listing-related expense took loss before tax to Rs 161.51 million.

• Standalone Q2 revenue was Rs 861.63 million and net loss Rs 215.91 million, versus revenue of Rs 747.82 million and profit of Rs 52.76 million in Q2 FY25/26.

Outlook and guidance

• Unicommerce expects 15%+ growth in Uniware and 20%+ growth in Shipway from Q4 FY27; a slower pace of incremental investment in H2 is expected to support profitability and operating leverage.

• Snapdeal expects overall business growth in the 30s, with fashion, home, and beauty and personal care shares broadly in the current range.

• Snapdeal reported 60% YoY unit growth in the first 15 days of October; management suggested assessing Q2 and Q3 together given the festive-season shift.