Urban Company Limited Q3 FY26 earnings call summary

Earnings call of 23 Jan 2026, summarised by AI from the filing.

Urban Company Q3 FY26 NTV ₹1,081 cr up 36% excluding KSA; consolidated adjusted EBITDA loss ₹17 cr; break-even guided by Q3 FY28.

Key takeaways

1. Change FY26 India Consumer Services margins upgraded to slightly ahead of FY25 from flat earlier.
2. Driver India Consumer Services margin expansion from operating leverage and densification; 30% of business already at 8% margin.
3. Risk InstaHelp losses will drag consolidated profitability until break-even; quantum of investment unclear.

Original filing on BSE

Urban Company Limited Q1 FY27 results

As filed: Revenue ₹528 cr, EBITDA −₹92.6 cr, PAT −₹92.1 cr, EBITDA margin -17.5%.

Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹528 cr). Scored once a year-earlier consolidated quarter exists.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹426 cr, EBITDA −₹114 cr, PAT −₹161 cr, EBITDA margin -26.9%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹426 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −16.9% in 29 days (Nifty 500: −0.7%).
• Q3 FY26: Revenue ₹383 cr, EBITDA −₹35.3 cr, PAT −₹21.3 cr, EBITDA margin -9.2%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹383 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −8.4% in 29 days (Nifty 500: −0.7%).
• Q2 FY26: Revenue ₹380 cr, EBITDA −₹69.0 cr, PAT −₹59.0 cr, EBITDA margin -18.2%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹380 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −8.0% in 28 days (Nifty 500: +1.0%).

Past price moves after results do not indicate future moves. Not a recommendation.

Urban Company Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (31 Jul 2026), Results press release (31 Jul 2026)
• Q4 FY26: Earnings call (8 May 2026), Results press release (8 May 2026)
• Q3 FY26: Earnings call (23 Jan 2026), Results press release (23 Jan 2026)
• Q2 FY26: Earnings call (1 Nov 2025), Results press release (1 Nov 2025)