Urban Company Q1 FY27: Revenue up 44% to ₹528 Cr; Loss shrinks
Urban Company reported Q1 FY27 results with consolidated NTV up 42% YoY to ₹1,465 crore and revenue up 44% YoY to ₹528 crore. Adjusted EBITDA loss narrowed to ₹(65) crore. Excluding InstaHelp, Adjusted EBITDA was ₹67 crore, a 116% YoY increase. India Consumer Services NTV grew 29% YoY, and International business NTV surged 76% YoY.
The announcement details significant financial performance improvements, including strong revenue growth, reduced losses, and substantial increases in key metrics like NTV and Adjusted EBITDA across multiple business segments. This indicates positive momentum and market expansion.
The company reported strong year-on-year growth in revenue and NTV, alongside a reduction in consolidated EBITDA loss and significant growth in Adjusted EBITDA excluding InstaHelp. International business also showed substantial growth.
Urban Company Limited announced its financial results for the quarter ended June 30, 2026 (Q1 FY27), reporting robust performance with consolidated Net Transaction Value (NTV) growing 42% year-on-year (YoY) to ₹1,465 crore. Revenue from operations increased by 44% YoY to ₹528 crore. The company processed 13.2 million orders, a 79% YoY increase, and acquired approximately 1.2 million new users, marking a first-quarter milestone of over one million new users.
The consolidated Adjusted EBITDA loss reduced sequentially from ₹(98) crore in Q4 FY26 to ₹(65) crore in Q1 FY27. Excluding investments in InstaHelp, the Adjusted EBITDA (Ex-InstaHelp) grew 116% YoY to ₹67 crore, representing 4.8% of NTV, more than doubling from ₹31 crore in Q1 FY26.
Key performance highlights include:
Consolidated Business: NTV grew 42% YoY to ₹1,465 crore, with broad-based acceleration across all segments. Revenue from operations was up 44% YoY to ₹528 crore. The Adjusted EBITDA loss narrowed QoQ to ₹(65) crore, largely due to a ₹(132) crore loss in InstaHelp. Excluding InstaHelp, the business generated an Adjusted EBITDA profit of ₹67 crore (4.8% of NTV).
India Consumer Services (Ex-InstaHelp): NTV grew 29% YoY to ₹1,056 crore, with accelerating growth for the fourth consecutive quarter. Adjusted EBITDA was ₹73 crore, or 6.9% of NTV, an improvement from 5.2% in Q1 FY26. Annual transacting users grew approximately 21% YoY to 8.2 million, and spend per user rose about 7% YoY. Tier 2 cities showed strong NTV growth of 36.2% YoY.
International Business: NTV grew 76% YoY to ₹237 crore (58% in constant currency), with demand recovering in May and June after a temporary dip in the UAE. The KSA joint venture (Waed) saw NTV grow 135% YoY to ₹77 crore.
Native Business: Net Revenue grew 60% YoY to ₹95 crore. Adjusted EBITDA was ₹(9) crore, with loss margins narrowing. Two new products were launched: Native M3 Pro (water purifier) and Lock Ultra (smart lock).
InstaHelp: Orders grew 43% QoQ to 3.82 million, with NTV reaching ₹53 crore, up 32% QoQ. Adjusted EBITDA loss per order improved to ₹(346) from ₹(447) in Q4 FY26. The segment reported an Adjusted EBITDA loss of ₹(132) crore for the quarter.
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Urban Company Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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