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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.
Net transaction value (NTV) grew 36% year-over-year (excluding KSA) to INR 1,081 crore; revenue from operations rose 42% year-over-year to INR 800.38 crore, with growth across India, Consumer Services, Native, and international markets.
InstaHelp scaled rapidly to 1.61 million orders and INR 28 crore NTV, with adjusted EBITDA loss per order reducing from INR 760 in Q2 to INR 381 in Q3.
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.
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, compared to a net profit of ₹242.60 crore year-over-year.
Native business NTV up 93% year-over-year, with meaningful margin improvement.
International markets (UAE, Singapore) delivered 79% year-over-year NTV growth and 2% adjusted EBITDA margin.
InstaHelp adjusted EBITDA loss stood at INR 61 crore, but loss per order improved significantly.
Outlook and guidance
India Consumer Services (ex-InstaHelp) margins for FY26 expected to be slightly ahead of FY25, with continued year-on-year improvement projected.
Consolidated adjusted EBITDA expected to break even by Q3 FY28, with core business profits offsetting InstaHelp losses; could occur sooner.
FY31 adjusted EBITDA target of INR 1,000 crore, primarily from core businesses, with InstaHelp expected to break even by then.
Focus on operational optimization and supply chain strengthening through new manufacturing partnerships.
Continued monitoring of regulatory changes, especially labor codes, and their financial impact.
"Native" brand's operational optimization impact?
International business loss reduction strategy?
ESOP trust route and loan rationale?
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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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