| Revenue growth | Strong 43% YoY revenue growth reached ₹426cr in Q4. |
|---|---|
| Margins | Core India margins expanded significantly YoY; new verticals are loss-making. |
| Order book | Crossed 10 million orders for the first time in a single quarter. |
| Demand visibility | Broad-based demand acceleration across top 10 cities despite minor election headwinds. |
| Management confidence | Balanced 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.
Earnings Call filed with NSE, NSE: URBANCO. Summary written with AI assistance from the document.
Urban Company Ltd: key numbers
- Share price
- ₹173.54
- Market cap
- ₹26,763 Cr
- Revenue (annual)
- ₹1,556 Cr
- Net profit (annual)
- ₹-234.8 Cr
- P/E (TTM)
- -80.2×Sector 34.2×
- 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
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Urban Company successfully sued Kent RO for defamation and disparagement. The Delhi High Court ordered Kent RO to withdraw the offending advertisements within 15 days.
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Urban Company Capital Structure Change
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Urban Company announced its InstaHelp vertical reached a milestone of 100,000 daily delivered orders. This milestone reflects strong consumer demand for the quick-service housekeeping segment.