| Revenue growth | 44% YoY in Q1 FY27 |
|---|---|
| Margins | Core India services margin at 6.9%; overall consolidated losses narrowing |
| Order book | 13.2 million total orders, up 79% YoY |
| Demand visibility | Strong acceleration in India and International NTV growth |
| Management confidence | High in core flywheel and long-term 9-10% margins |
Outlook
Consolidated Adjusted EBITDA breakeven by Q3 FY28; target ₹1,000 Cr Adjusted EBITDA by FY31.
Risks
Competitive intensity in InstaHelp category; margins structurally lower in high-frequency services.
Last quarter's promises, checked
Delivered
- Guided 10M+ orders → delivered 13.2M (= BEAT)
- Guided consolidated NTV growth → delivered 44% revenue growth (= BEAT)
- Guided core India margin expansion → delivered 6.9% vs 3.3% prev (= BEAT)
Partly delivered
- Guided narrowing Native losses → delivered 51% growth but still scaling (= PARTIAL)
Investor Presentation filed with BSE, 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 Earnings Call Transcript: Key Takeaways
Urban Company delivered a strong Q1 FY27, with consolidated revenue growing 44% YoY. Core India operations are accelerating profitably, while heavy investment continues in the high-frequency InstaHelp segment to drive platform density.
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