Urban Company Q1 Results: Firm posts Rs 92 crore loss vs profit year ago; revenue rises 44% YoY

Urban Company on Friday reported a consolidated net loss of Rs 92 crore for the April–June quarter of FY27, compared with a net profit of nearly Rs 7 crore in the year-ago period, even as revenue from operations rose 44% year-on-year to Rs 528 crore.

The company’s total expenses surged 66.5% YoY to Rs 640 crore, while total income increased 42% YoY to Rs 566 crore during the first quarter of the ongoing financial year 2027.

The sharp losses were led by InstaHelp, the company’s latest instant maid services. The company reported an adjusted EBITDA loss of Rs 132 crore for the quarter during Q1. Its EBITDA loss per order improved to Rs 346, from Rs 447 in Q4 FY26, driven by network densification, the company said.


Urban Company’s overall India consumer business, excluding InstaHelp, saw a NTV growth of 29% YoY to Rs 1,056 crore, while adjusted EBITDA stood at Rs 73 crore. Overall business saw a NTV growth of 42% to Rs 1,465 crore.

International business recorded a 58% YoY growth in NTV in constant currency terms, despite temporary demand softness in the UAE in April linked to the Middle East conflict. The company said demand recovered fully through May and June.

Urban Company’s ‘Native’ business saw its net revenue grow 60% YoY to Rs 95 crore during the quarter under review. It launched two new products during the quarter.

InstaHelp’s cash burn
InstaHelp continued to scale well, and the absolute loss widened because volumes grew, Urban Company said. Average order value declined from Rs 150 to Rs 138 as competitive intensity remained high, the company said, adding that in this phase of category development, it is prioritising market leadership over everything else

“Operating InstaHelp for the past year has improved our understanding of the category. While our conviction in the opportunity has increased, our estimate of its size has also become more grounded,” the company said.

The firm added that this is a meaningful, strategically important category that will keep growing with urbanisation. “It is not a market that will support many winners, nor unbounded growth for any single player. That is precisely why we are prioritising and cementing our market leadership in this phase - in a consolidated category, the leader captures a disproportionate share of the profit pool,” it added.

Urban Company share price
Urban Company shares fell around 1% to close at Rs 129 apiece on NSE earlier in the day. The stock has fallen nearly 1% in one week and 2% in a month.

The company is overall down 2% in 2025 so far. Its market capitalisation currently stands at Rs 19,894 crore.

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