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Edge14 Aug 2026
Deutsche Qualität: The Story of Birkenstock
From an 18th-century German shoemaker to a global footwear brand, how Birkenstock turned an orthopedic insole into the world's most popular sandal.
Urban Company
Urban Company (URBANCO) investor relations material
Urban Company Q1 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 26/27 earnings summary31 Jul, 2026
Executive summary
Q1 FY27 marked a record quarter with consolidated NTV up 42% year-over-year to INR 1,465 crores and revenue up 44% to INR 528 crores.
Unaudited consolidated and standalone financial results for the quarter ended June 30, 2026, were approved by the Board and reviewed by statutory auditors, with no material misstatements identified.
Total orders reached 13.2 million, up 79% year-over-year, with 1.2 million new customers added and annual transacting users at 9.3 million.
Growth was broad-based across India Consumer Services, international markets, Native, and InstaHelp, with core business profitability improving.
Financial highlights
Consolidated revenue from operations rose to ₹528.34 crore, up from ₹425.56 crore year-over-year.
Consolidated net loss for the quarter was ₹92.12 crore, compared to a loss of ₹161.16 crore in the same quarter last year.
India Consumer Services NTV grew 29% year-over-year to INR 1,056 crores, with adjusted EBITDA margin at 6.9% of NTV, up from 5.2% last year.
International NTV grew 76% year-over-year to INR 237 crores, with UAE and Singapore delivering profitable growth.
Native NTV grew 51% year-over-year to INR 119 crores, net revenue up 60% to INR 95 crores, and adjusted EBITDA loss narrowed by 410 bps.
Outlook and guidance
Guidance for consolidated adjusted EBITDA breakeven by Q3 FY28 and INR 1,000 crores in adjusted EBITDA by FY31 is retained.
The company continues to focus on expanding its segment offerings and international presence, with segment reporting reflecting strategic business units for improved resource allocation and performance monitoring.
India Consumer Services is expected to maintain profitability and cash generation, with disciplined margin improvement.
International business to remain profitable and focus on growth in existing markets; no plans for new international expansion.
InstaHelp will continue to require investment for at least two more years, with breakeven targeted by FY31.
Explain the high segment loss in InstaHelp
Strategic rationale for exiting Saudi Arabia
Impact of ESOP Trust share allotment on equity
Explain the path to INR 300 AOV for InstaHelp
Native segment strategy for profit pool capture
AI impact on engineering and support efficiency
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Urban Company
- Record revenue growth, but net losses driven by deferred tax reversals and InstaHelp losses.URBANCO
Q4 25/26 - Q3 FY26 delivered strong growth and margin gains, but net losses amid higher expenses and new initiatives.URBANCOQ3 25/26
- Revenue up 37% YoY, India profitable, international breakeven, InstaHealth drives losses.URBANCOQ2 25/26
Next Urban Company earnings date
Q2 26/2731 Oct, 2026
Urban Company
Next Urban Company earnings date
Q2 26/2731 Oct, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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