Quarterly Updates31 Jul 2026, 04:03 pm
Urban Company Q1 FY27: NTV ₹1,465 Cr (+42% YoY), Revenue ₹528 Cr (+44% YoY)
AI Summary
Urban Company Ltd reported a strong Q1 FY27 with Net Transaction Value (NTV) growing 42% year-on-year to ₹1,465 Cr and Revenue from operations increasing by 44% YoY to ₹528 Cr. The company acquired approximately 1.2 million new users, a first for a single quarter. Orders delivered surged 79% YoY to 13.2 million. Adjusted EBITDA was ₹(65) Cr, impacted by a ₹132 Cr investment in InstaHelp. Excluding InstaHelp, Adjusted EBITDA was ₹67 Cr, more than double the previous year. Key growth drivers included acceleration in India Consumer Services (Ex InstaHelp), strong performance in the International business, improved margins in Native, and improving unit economics in InstaHelp despite rapid scaling.
Key Highlights
- Consolidated NTV grew 42% YoY to ₹1,465 Cr in Q1 FY27.
- Revenue from operations increased 44% YoY to ₹528 Cr.
- Acquired ~1.2 million new users, a quarterly record.
- Core business (Ex InstaHelp) Adjusted EBITDA was ₹67 Cr, more than double YoY.
- International business shows strong growth, emerging as a second profit engine.
Price Impact
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