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Earnings Call

Urban Company Earnings Call: Key Takeaways

Urban Company delivered a strong FY26 with consolidated revenue growth of 43%, though the significant investment in the 'InstaHelp' vertical is currently driving substantial consolidated losses.

Why this was an Alfa AlertAdjusted EBITDA margin for India core business beat guided 3.3% by 80bps (approx. 24% relative beat).
Highlights
Revenue growthStrong 43% YoY revenue growth reached ₹426cr in Q4.
MarginsCore India margins expanded significantly YoY; new verticals are loss-making.
Order bookCrossed 10 million orders for the first time in a single quarter.
Demand visibilityBroad-based demand acceleration across top 10 cities despite minor election headwinds.
Management confidenceBalanced but aggressive regarding market leadership in new categories.

Growth

Revenue grew 43% YoY; core India margins improved to 4.1% of NTV, exceeding internal guidance by 80bps.

Outlook

Targets consolidated adjusted EBITDA breakeven by Q3 FY28 and ₹1,000cr adjusted EBITDA by FY31.

Risks

Heavy burn in InstaHelp (₹119cr loss in Q4) and high sensitivity to competition and irrational pricing.

Source

Earnings Call filed with NSE, NSE: URBANCO. Summary written with AI assistance from the document.

Read the document ↗

Urban Company Ltd: key numbers

Share price
₹168.99
Market cap
₹26,061 Cr
Revenue (annual)
₹1,556 Cr
Net profit (annual)
₹-234.8 Cr
P/E (TTM)
-78.1×Sector 37.2×
Promoter holding
19.02%+0.00% QoQ
FII holding
55.28%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:52 IST BSE
Capital Structure Change

Urban Company Capital Structure Change

Bessemer India Capital Holdings II Ltd. sold 25,151,118 shares of Urban Company Limited in the open market. This reduces their stake from 5.54% to 3.42%.