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Earnings Call

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.

Why this was an Alfa AlertNot a filter event. While performance was strong, it did not explicitly beat a previously guided numerical range by >5%.
Highlights
Revenue growth43% YoY in Q4 FY26 to ₹426 crores.
MarginsCore India margins expanded from 1.6% to 3.3% YoY in Q4.
Order bookCrossed 10 million orders in a single quarter for first time.
Demand visibilityBroad-based demand acceleration; hitting inflection points in several micro-markets.
Management confidenceHigh; core ex-InstaHelp generated ₹106cr adjusted EBITDA in FY26.

Growth

Q4 revenue grew 43% to ₹426cr; full-year NTV reached ₹4,290cr (up 33% YoY). India core adjusted EBITDA expanded to 4.1%.

Outlook

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

Risks

Middle East conflict headwinds in UAE; potential supply-side constraints during elections; high initial losses in new 'InstaHelp' segment.

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
₹168.50
Market cap
₹25,986 Cr
Revenue (annual)
₹1,556 Cr
Net profit (annual)
₹-234.8 Cr
P/E (TTM)
-77.8×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.

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Accel India IV (Mauritius) Limited sold a 1.30% stake in Urban Company Limited via the open market. The seller's holding decreased from 6.14% to 4.84%.

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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.