Urban Company Q2 FY27: Revenue up 41% to ₹537 Cr; Board Approves ₹2,500 Cr Fund Raise
Urban Company reported Q2 FY27 results with revenue up 41% YoY to ₹537 crore and NTV up 39% YoY to ₹1,432 crore. The Board approved a capital raise of up to ₹2,500 crore. Adjusted EBITDA, excluding InstaHelp, grew 213% YoY to ₹30 crore.
The announcement includes strong financial results, a significant capital raise approval, and clear future guidance, all of which are material events for investors and the company's strategic direction.
The company reported strong YoY growth in revenue and NTV, significant improvement in Adjusted EBITDA (excluding InstaHelp), and board approval for a substantial capital raise, indicating positive financial performance and strategic growth plans.
Urban Company Limited announced its financial results for the quarter and half year ended September 30, 2026 (Q2 FY27). The company reported strong growth and margin expansion in its core business, alongside aggressive investment in InstaHelp where unit economics improved.
On a consolidated basis, Net Transaction Value (NTV) grew 39% year-on-year (YoY) to ₹1,432 crore, and revenue from operations increased by 41% YoY to ₹537 crore. The number of orders delivered reached 15.1 million, a 103% YoY increase, and annual transacting users grew by 35% YoY to nearly 10 million.
Adjusted EBITDA for the quarter was ₹(144) crore, which includes a deliberate investment of ₹(174) crore in InstaHelp. Excluding InstaHelp, Adjusted EBITDA was ₹30 crore, a 213% YoY increase. The company's core business has shown significant operating leverage, with India Consumer Services margins improving to 3.5% YoY and International margins at 2.0% YoY.
The Board of Directors has approved a fresh capital raise of up to ₹2,500 crore, subject to shareholder approval, to provide strategic flexibility for investments across its businesses, consolidate leadership in InstaHelp, and pursue inorganic opportunities. The company ended the quarter with ₹1,901 crore in cash and treasury investments.
Segmental highlights include India Consumer Services (Ex-InstaHelp) NTV growth of 26.3% YoY to ₹963 crore and Adjusted EBITDA of ₹34 crore (3.5% of NTV). International business saw NTV grow 66% YoY to ₹267 crore, with margins improving to 2.0%. The Native segment's NTV grew 35% YoY to ₹132 crore, with its Adjusted EBITDA loss narrowing. InstaHelp fulfilled 6.2 million orders, a 63% QoQ increase, with Adjusted EBITDA loss per order improving to ₹(279).
Urban Company has provided future guidance, expecting combined Q2+Q3 FY27 NTV growth of 50-55% YoY and remains on track for Adjusted EBITDA breakeven by Q3 FY28 and ₹1,000 crore Adjusted EBITDA by FY31.
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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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See the model portfoliosA plain-language summary of a public exchange filing by Urban Company Limited. Read the original for the full detail.