URBAN COMPANY LIMITED

In the earnings call held on July 31, 2026, Urban Company Limited reported a strong performance for Q1 FY27, with consolidated NTV growing 42% year-on-year to ₹1,465 crore and revenue increasing 44% to ₹528 crore. The company added approximately 1.2 million new customers, reaching a total of 9.3 million annual transacting users. Management highlighted the acceleration of its core India services business, which grew 29% in NTV year-on-year, and noted improvements in adjusted EBITDA margins. The international business also showed significant growth, with NTV increasing 76% to ₹237 crore. However, the company reported an adjusted EBITDA loss of ₹(65) crores, primarily due to losses from its InstaHelp segment. Management reiterated its guidance for achieving consolidated and adjusted EBITDA breakeven by Q3 FY28 and reaching ₹1,000 crores in adjusted EBITDA by FY31. The call concluded with a focus on maintaining strong growth while managing investments in various segments.

Management emphasized strong growth and profitability improvements across multiple business segments.