| Revenue growth | 44% YoY consolidated growth driven by core services and Native scaling. |
|---|---|
| Margins | India core margins expanding; InstaHelp dragging consolidated EBITDA with intentional losses. |
| Demand visibility | Strong acceleration in India consumer services, now seeing 29% NTV growth. |
| Management confidence | Extremely high on core business and long-term winner-takes-all segment dynamics. |
Growth
NTV grew 42% YoY to ₹1,465 Cr. Core India margins improved to 6.9% of NTV from 5.2%.
Outlook
Management retains guidance for consolidated EBITDA break-even by Q3 FY28 and ₹1,000 Cr EBITDA by FY31.
Risks
InstaHelp segment remains loss-making with structural margin caps and intense competitive pricing pressures from peers.
Last quarter's promises, checked
Delivered
- Targeted consolidated EBITDA breakeven by Q3 FY28 → On track (= BEAT)
- Targeted ₹1,000 Cr EBITDA by FY31 → Reaffirmed (= BEAT)
- Targeted Native revenue growth → NTV grew 51% YoY (= BEAT)
Partly delivered
- Targeted InstaHelp loss reduction → Orders up 43% QoQ but remains primary EBITDA drag (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: URBANCO. Summary written with AI assistance from 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.
More from Urban Company Ltd
All →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%.
Urban Company Investor Presentation: Key Takeaways
Q1 FY27 results show 44% revenue growth to ₹528 Cr. Management is focusing on scaling 'InstaHelp' despite current losses, while the core India services and International segments are profitable.
Urban Company Q1 FY27 Results: Net Loss of ₹92.1 Cr
Urban Company Ltd reported revenue from operations of ₹528.3 Cr (+43.8% YoY) and a net loss of ₹92.1 Cr for Q1 FY27.
- Key figure
- Net loss ₹92.1 Cr
Urban Company Earnings Call: Key Takeaways
Urban Company reported strong Q4 FY26 results with 42% NTV growth and 43% revenue growth, achieving its first profitable year for core international business.
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.
Urban Company Q4 FY26 Results: Net Loss of ₹161.2 Cr, Loss Widens
Urban Company Ltd reported revenue from operations of ₹425.6 Cr (+42.6% YoY) and a net loss of ₹161.2 Cr for Q4 FY26.
- Key figure
- Net loss ₹161.2 Cr