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Urban Company
Urban Company (URBANCO) investor relations material
Urban Company Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary23 Jan, 2026
Executive summary
Q3 FY26 saw strong, broad-based growth and improved profitability across core businesses in India and international markets, with continued investment in new growth areas like InstaHelp and Native.
Board approved unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, and took on record the limited review reports from auditors.
Entered into a manufacturing and supply agreement with Amber Enterprises India Limited for 'Native' brand products, aiming to optimize operations and strengthen the supply chain.
Net transaction value (NTV) grew 36% year-on-year (excluding KSA) to INR 1,081 crore; revenue from operations rose 42% year-on-year to INR 800.38 crore, with growth across India, Consumer Services, Native, and international markets.
InstaHelp scaled to 1.61 million orders and INR 28 crore NTV, with adjusted EBITDA loss per order reduced from INR 760 in Q2 to INR 381 in Q3.
Financial highlights
Consolidated revenue from operations for Q3 FY26 was ₹382.68 crore, up from ₹287.92 crore in Q3 FY25; nine-month revenue was ₹1,129.98 crore, up from ₹846.02 crore year-over-year.
Consolidated net loss for Q3 FY26 was ₹21.26 crore, compared to a net profit of ₹231.84 crore in Q3 FY25; nine-month net loss was ₹73.65 crore.
NTV (ex-KSA) up 36% year-on-year to INR 1,081 crore; revenue from operations up 42% year-on-year to INR 800.38 crore.
Consolidated adjusted EBITDA loss at INR 17 crore; core business (ex-InstaHelp) adjusted EBITDA profit at INR 44 crore.
Basic EPS (consolidated) for Q3 FY26 was ₹(0.14), compared to ₹1.62 in Q3 FY25.
Outlook and guidance
India Consumer Services (ex-InstaHelp) margins expected to be slightly ahead of FY25 for FY26, with continued year-on-year margin expansion anticipated.
International and Native businesses expected to drive profitability, with Native showing margin improvement and declining losses.
Consolidated adjusted EBITDA expected to break even by Q3 FY28, with core business profits offsetting InstaHelp losses; potential for earlier achievement.
Focus on operational optimization and supply chain strengthening through new manufacturing partnerships.
FY31 target of INR 1,000 crore adjusted EBITDA, primarily from core businesses, with InstaHelp expected to break even by then.
"Native" brand's operational optimization impact?
International business loss reduction strategy?
ESOP trust route and loan rationale?
InstaHelp AOV: How to reach 1.8-2x target?
Core India: Margin drivers for remaining 70% NTV?
International growth: What sustains 79% YoY rate?
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Next Urban Company earnings date
Q4 25/268 May, 2026
Urban Company
Next Urban Company earnings date
Q4 25/268 May, 2026
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