URBANCO
Urban Company share price & financials
- Price
- ₹130.35
- Market cap
- ₹20.0k Cr
- Sector
- Consumer Services
- Calls analysed
- 4
Urban Company Limited Q1 FY27
What went well
- Consolidated NTV grew 42% year-on-year to ₹1,465 crore, marking a strong start to the year.
- Consolidated Revenue grew 44% year-on-year to ₹528 crore.
- Total orders reached 13.2 million, up 79% year-on-year, with 1.2 million new customers added.
What to watch
- Consolidated Adjusted EBITDA loss stood at (₹65) crore, primarily driven by InstaHelp's loss of (₹132) crore.
- InstaHelp is projected to take up to 5 years to break even, with profitability targeted by FY31.
What Urban Company Limited does
Urban Company operates a technology-led, full-stack marketplace that connects consumers with background-verified, independent service professionals for home and beauty services such as cleaning and pest control, appliance repair, electrical/plumbing/carpentry, salon and spa, and home painting, delivered at the hyperlocal micro-market level in India and, internationally, in the UAE and Singapore (plus a joint venture, branded Yammak, in Saudi Arabia). It earns by taking a share of transaction value on services booked through its app, while training, equipping and financing the professionals on its platform. It also sells Native-branded smart-home hardware — RO water purifiers and electronic door locks — directly to consumers, and runs InstaHelp, an on-demand housekeeping/home-help service.
Segments
- India Consumer Services (ex-InstaHelp)
- Native
- International
- InstaHelp
- Total cities served
- 51
- Monthly active service professionals
- 66,818
- Annual transacting users
- 8.4 million
- Service categories offered
- 60+
- Micro-markets served
- ~12,000 (as of Mar 31, 2026)
- International footprint
- 4 cities across UAE and Singapore, plus a Saudi Arabia joint venture (Yammak, with SMASCO)
Guidance record · Q1 FY27
what the last two calls moved 8 tracked 1 delivered 0 missed 7 open- FY26 India Consumer Services Margin vs FY25 delivered said Q3 FY26 Promised: Slightly ahead of FY25 Q1 FY27: This target was achieved at the end of FY26. No new update.
- InstaHelp AOV Increase for Breakeven delayed said Q3 FY26 Promised: 1.8x to 2.0x increase for steady state breakeven Q1 FY27: Management addressed the AOV target, stating it needs to get to around ₹300 for breakeven. However, they also stated the breakeven timeline is now FY31, a significant delay from any near-term expectation.
- Consolidated Adjusted EBITDA Break-even on track said Q3 FY26 Promised: Break-even by Q3 FY28 Q1 FY27: We continue to retain our guidance of consolidated and Adjusted EBITDA breakeven by Q3 FY28. Consolidated adjusted EBITDA loss narrowed from ₹98 Cr in Q4 to ₹65 Cr in Q1.
All 8 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 43.9%, net profit down 1414.3% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 277 | 288 | 298 | 367 | 380 +37% | 383 +33% | 426 +43% | 528 +44% |
| EBITDA | -16 | -2 | -19 | -13 | -79 −394% | -42 −2000% | -120 −532% | -97 −646% |
| Net profit | -2 | 232 | -3 | 7 | -59 −2850% | -21 −109% | -161 −5267% | -92 −1414% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance +0.0% 1Y
1Y: ₹166.83 on 17 Sept 2025 → ₹166.89. High ₹186.73 (22 Sept 2025), low ₹103.03 (2 Mar 2026).
How the price took the results
close before → close after
- Q1 FY27
- −0.9%
- 31 Jul
- Q4 FY26
- −4.7%
- 8 May
- Q3 FY26
- −3.7%
- 23 Jan
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Financials, as filed
| Year ending | FY26 |
|---|---|
| Revenue | ₹1.6k Cr |
| Operating profit | ₹-254 Cr |
| Operating margin | -16.3% |
| Interest | ₹12 Cr |
| Depreciation | ₹46 Cr |
| Net profit | ₹-234 Cr |
| Net margin | -15.0% |
| ROCE | -8.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹144 Cr | ₹146 Cr |
| Reserves | ₹454 Cr | ₹1.6k Cr | ₹1.3k Cr | ₹1.3k Cr | ₹2.1k Cr | ₹2.0k Cr |
| Borrowings | ₹0 Cr | ₹0 Cr | ₹102 Cr | ₹104 Cr | ₹136 Cr | ₹136 Cr |
| Other liabilities | ₹193 Cr | ₹243 Cr | ₹195 Cr | ₹248 Cr | ₹407 Cr | ₹439 Cr |
| Total liabilities | ₹647 Cr | ₹1.8k Cr | ₹1.6k Cr | ₹1.6k Cr | ₹2.8k Cr | ₹2.7k Cr |
| Fixed assets | ₹92 Cr | ₹87 Cr | ₹121 Cr | ₹117 Cr | ₹150 Cr | ₹158 Cr |
| Capital work in progress | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Investments | ₹371 Cr | ₹922 Cr | ₹1.0k Cr | ₹762 Cr | ₹1.1k Cr | ₹1.3k Cr |
| Other assets | ₹185 Cr | ₹785 Cr | ₹506 Cr | ₹766 Cr | ₹1.6k Cr | ₹1.3k Cr |
| Total assets | ₹647 Cr | ₹1.8k Cr | ₹1.6k Cr | ₹1.6k Cr | ₹2.8k Cr | ₹2.7k Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Sep 2025, FIIs trimmed −12.08 pp while DIIs added +5.29 pp. The shareholder count shrank 6% to 2,00,993.
- Promoters
- 19.0%
- FIIs
- 55.3%
- DIIs
- 11.4%
- Public
- 9.7%
- Others
- 4.5%
Since Sep 2025
- FIIs −12.08 pp
- DIIs +5.29 pp
- Others +4.52 pp
How it drifted, 4 quarters
Over this window FIIs fell from 67.4% to 55.3% — −12.1 pp.
Ownership split by quarter, oldest first. Sep '25: Promoters 20.4%, FIIs 67.4%, DIIs 6.1%, Public 6.1%.Dec '25: Promoters 20.3%, FIIs 65.6%, DIIs 5.7%, Public 8.4%.Mar '26: Promoters 19.0%, FIIs 55.8%, DIIs 10.7%, Public 9.3%, Others 5.2%.Jun '26: Promoters 19.0%, FIIs 55.3%, DIIs 11.4%, Public 9.7%, Others 4.5%.
Who is on the register
Named in the Jun 2026 filing
Every holder of Urban Company Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| Elevation Capital V Limited VC / PE | 8.13% | unchanged |
| Vyc11 Limited VC / PE | 7.37% | unchanged |
| Naspers Ventures Bv VC / PE | 7.01% | unchanged |
| Accel India Iv (Mauritius) Limited VC / PE | 6.99% | unchanged |
| SBI Mutual Fund Mutual fund | 6.59% | −0.13 pp |
| Steadview Capital Mauritius Limited FPI fund | 6.46% | unchanged |
| Raghav Chandra | 6.34% | unchanged |
| Varun Khaitan | 6.34% | unchanged |
| Abhiraj Singh Bhal | 6.34% | unchanged |
| Bessemer India Capital Holdings II Limited VC / PE | 5.05% | unchanged |
| Think Investments Pcc FPI fund | 2.84% | unchanged |
| Dharanauc Limited VC / PE | 2.01% | unchanged |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Mutual funds in URBANCO
Filings to Aug 2026
2 new, 5 added, 2 trimmed, 0 sold out — net +370.94 L shares (+34.8%).
- Held by funds
- ₹2.4k Cr
- 16 schemes
- Biggest holder
- SBI Smallcap Fund
- ₹897 Cr · 2.1% of that fund
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| SBI Smallcap Fund SBI Mutual Fund | ₹897 Cr | held | Mar '26 |
| SBI Midcap Fund SBI Mutual Fund | ₹580 Cr | +55.90 L | Oct '25 |
| SBI Flexicap Fund SBI Mutual Fund | ₹490 Cr | new | Aug '26 |
| SBI Innovative Opportunities Fund SBI Mutual Fund | ₹192 Cr | held | Oct '25 |
| SBI Retirement Benefit Fund - Aggressive Plan SBI Mutual Fund | ₹78 Cr | held | Oct '25 |
| Nippon India Small Cap Fund Nippon India Mutual Fund | ₹77 Cr | held | Sep '25 |
| SBI Consumption Opportunities Fund SBI Mutual Fund | ₹37 Cr | new | Aug '26 |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan SBI Mutual Fund | ₹34 Cr | held | Oct '25 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Aug 2026
5 added, 2 trimmed — net +3.71 cr shares (+34.8%)
- Funds are sitting on
- -6%
- vs est. average cost
- Held by funds
- ₹2.4k Cr
- 16 schemes · ≈ 9.4% of the company
- Biggest holder
- SBI Smallcap Fund
- ₹897 Cr · 2.1% of that fund
- Longest holder
- Nippon India Small Cap Fund
- 1y · since Sep '25
Shares held by these funds +1493%
Sep '25 10.67 cr shares Jul '26
All earnings calls (3)
Read the Q1 FY27 call →Learn to analyse Urban Company Limited
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