Urban Company shares surged 18% to ₹152 on Monday, August 3, reaching a 12-week high as strong June-quarter earnings exceeded Street expectations. According to Live Mint, the stock climbed as much as 18% to an intraday high of ₹152 on the NSE before giving up some gains due to profit booking and trading at ₹145.88, up 12.74%, at around 11 am. The rally came after multiple brokerages expressed positive views on the company following its quarterly results. The company's market capitalisation currently stands at more than ₹19,894 crore, with shares trading nearly 48% higher than their IPO price of ₹103 but remaining 24% below their all-time high of ₹201. Trading volumes surged dramatically to 35.47 lakh shares by 10:46 IST on BSE, representing a 35.38 times increase over the two-week average daily volume of 1.00 lakh shares, as reported by Business Standard.
The Gurugram-based company reported revenue from operations of ₹528.34 crore, representing a 44% year-on-year increase and 24% quarter-on-quarter growth for Q1 FY27. As per Live Mint, the company also reported a consolidated net loss of ₹92.12 crore for the quarter, compared to a net profit of ₹6.9 crore in the corresponding quarter last year. However, the company demonstrated significant operational improvement with consolidated adjusted EBITDA loss narrowing to ₹65 crore from ₹98 crore in the March quarter. Excluding investments in InstaHelp, adjusted EBITDA more than doubled to ₹67 crore, reflecting a 116% YoY increase and highlighting the strength of the core business. The Net Transaction Value (NTV) grew 42% YoY to ₹1,465 crore, driven by broad-based growth across all business segments. The company completed 13.2 million orders, up 79% YoY, while adding around 1.2 million new users - the first time it crossed the one-million mark in a single quarter.
Despite InstaHelp losses, the core India consumer services business demonstrated accelerating profitability with adjusted EBITDA margins improving to 6.9% of net take value (NTV), up from 5.2% in the prior year period. The India consumer services segment (excluding InstaHelp) remained the primary profit engine, contributing ₹356 crore in revenue and its NTV crossed the ₹1,000 crore mark for the fourth consecutive quarter, reaching ₹1,056 crore, reflecting 29% year-on-year growth. Annual transacting users increased around 21% YoY to 8.2 million, while spend per user rose around 7%, supporting higher customer engagement. Tier-2 cities outpaced the top 10 metros, with NTV growing 36.2% YoY, demonstrating the platform's successful geographic expansion strategy. The segment's adjusted EBITDA margin expanded to 6.9% of NTV, up 170 basis points from a year earlier, supported by higher contribution margins and operating leverage.
Urban Company's quick-service housekeeping platform, InstaHelp, crossed 100,000 delivered orders in a single day on August 2, 2026, marking a significant milestone in the business's rapid expansion. CEO Abhiraj Singh Bhal noted that the business had doubled daily delivered orders from 50,000 to more than 100,000 in just five months. The InstaHelp segment reported 3.82 million orders (up 43% quarter-on-quarter), with NTV rising 32% QoQ to ₹53 crore. The adjusted EBITDA loss per order improved to ₹346 from ₹447 in Q4 FY26, while the business reported an adjusted EBITDA loss of ₹132 crore for the quarter. Launched as a pilot in Mumbai in March 2025, InstaHelp currently operates across select micro-markets in major metropolitan cities, offering on-demand housekeeping services with professionals arriving within 10-15 minutes of booking.
The international business recorded 82% YoY growth in revenue to ₹65 crore, while the Native brand reported 60% YoY growth in net revenue to ₹95 crore. As reported by ET Now, the company noted that the international business, comprising operations in the UAE and Singapore, posted an 82% rise in revenue to ₹65 crore. During the quarter, the company launched the Native M3 Pro water purifier and Lock Ultra smart lock, expanding its product portfolio. The company remains on track to achieve consolidated adjusted EBITDA breakeven by the third quarter of FY28 and targets around ₹1,000 crore in adjusted EBITDA by FY31.
As per Live Mint, Urban Company stated that Q1 FY27 was one of the strongest quarters in Urban Company's history, with growth accelerating across nearly every part of the business. The company emphasized that profitability of its core operations reached a new high while continuing aggressive investment in InstaHelp. The firm remains on track to target consolidated adjusted EBITDA breakeven by the third quarter of FY28, with approximately ₹1,000 crore of adjusted EBITDA by FY31. This positive outlook, combined with the strong quarterly performance and improving unit economics across segments, has reinforced investor confidence in the company's growth trajectory and execution capabilities. After a brief bout of selling pressure, Urban Company shares staged a strong recovery in mid-May and have rallied 26.6% since then, based on Monday's intraday high, though the stock still trades 24.5% below its record high of ₹201.
