Urban Company Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Urban Company reported Q1 FY27 consolidated NTV growth of 42% year-on-year to ₹1,465 crore and revenue growth of 44% to ₹528 crore, with total orders up 79% to 13.2 million. Management said the core India Consumer Services business, excluding InstaHelp, grew 29% in NTV with adjusted EBITDA margin improving to 6.9%, while InstaHelp posted an adjusted EBITDA loss of ₹132 crore on 3.82 million orders. The company reiterated its guidance of consolidated adjusted EBITDA breakeven by Q3 FY28 and ₹1,000 crore in adjusted EBITDA by FY31.
Urban Company reported Q4 FY26 consolidated NTV growth of 42% year-on-year to ₹1,148 crores and revenue growth of 43% to ₹426 crores, with full-year NTV reaching ₹4,290 crores, up 33%. Management said the India Consumer Services business (ex-InstaHelp) grew 26% in Q4 with adjusted EBITDA margin expanding to 3.3% of NTV, while International turned adjusted EBITDA positive for the full year and Native's losses narrowed. InstaHelp, launched during the year, delivered ₹40 crores of NTV in Q4 with a ₹119 crore adjusted EBITDA loss, which management attributed to consumer acquisition, network density subsidies, and supply onboarding costs.