Urban Company Reports 37% Revenue Growth, But Losses Widen Amid Expansion
Urban Company's Q2 FY26 results show a 37% year-over-year revenue increase to INR 380.00 crores, driven by growth across all segments. However, the company reported an Adjusted EBITDA loss of INR 35.00 crores, primarily due to a INR 44.00 crore loss from its new InstaHelp vertical. Excluding InstaHelp, the core business remained profitable with INR 10.00 crores Adjusted EBITDA. The India Consumer Services segment grew 24% to INR 262.00 crores, while the native business surged 179% to INR 75.00 crores. International operations (excluding KSA) grew 66% to INR 41.00 crores and achieved breakeven. Post-IPO, the company's cash position strengthened to INR 2,136.00 crores.
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Urban Company , a leading home services marketplace, has reported a significant increase in revenue for the quarter ended September 30, 2025, alongside a substantial widening of its net loss. The company's financial results reflect both its growth trajectory and the costs associated with its expansion initiatives.
Revenue Growth
Urban Company's consolidated revenue grew by 37% year-over-year to INR 380.00 crores for Q2 FY26. This growth was driven by broad-based expansion across all segments, demonstrating the company's expanding market presence and increasing consumer adoption of its services.
Widening Losses
Despite the revenue growth, Urban Company moved from Adjusted EBITDA profitability to a loss of INR 35.00 crores. This significant increase in losses can be primarily attributed to investments in its new housekeeping vertical, InstaHelp, which incurred a loss of INR 44.00 crores. Excluding InstaHelp, the business generated an Adjusted EBITDA profit of INR 10.00 crores.
Segment Performance
The company's financial results provide insights into its various business segments:
| Segment | Revenue Growth (YoY) | Revenue |
|---|---|---|
| India Consumer Services | 24% | INR 262.00 crores |
| Native business | 179% | INR 75.00 crores |
| International operations (excluding KSA) | 66% | INR 41.00 crores |
The international operations (excluding KSA) achieved breakeven. InstaHelp, the new housekeeping vertical, showed strong early traction with 468K orders in October 2025.
Financial Position
Urban Company's cash position strengthened to INR 2,136.00 crores following its recent IPO. This robust cash reserve provides the company with a solid foundation for its ongoing expansion and investment strategies.
Future Outlook
Management expects continued losses in the near term as they invest in scaling InstaHelp. While this may impact short-term profitability, the strong early traction of InstaHelp suggests potential for future growth in this vertical.
As Urban Company navigates its growth phase, investors and market observers will be watching closely to see how the company balances expansion with profitability in the coming quarters. The company's focus on scaling new verticals like InstaHelp indicates a strategy aimed at long-term growth, albeit with short-term costs.
Historical Stock Returns for Urban Company
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +2.00% | +7.23% | -5.75% | -5.44% | -5.44% | -5.44% |
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