Urban Company Limited Q4 FY26 earnings call summary

Earnings call of 8 May 2026, summarised by AI from the filing.

Consolidated adjusted EBITDA breakeven by Q3 FY28 and ₹1,000 cr by FY31 retained.

Key takeaways

1. Guidance Consolidated adjusted EBITDA breakeven by Q3 FY28 and ₹1,000 cr by FY31 retained.
2. InstaHelp Q4 adjusted EBITDA loss ₹119 cr on elevated marketing; loss per order swung on this metric alone.
3. Densification Crossing threshold density in categories and micro-markets drives faster, cheaper, better and accelerates growth.
4. Competition Funded competitors attacking InstaHelp; management willing to be irrational to win market share.

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)