Key Financial Results (Consolidated)

  • Net Transaction Value (NTV): ₹1,465 crore, up 42% YoY
  • Revenue from Operations: ₹528 crore, up 44% YoY (highest growth in 16 quarters)
  • Adjusted EBITDA Loss: ₹(65) crore, improved from ₹(98) crore in Q4 FY26 (33% QoQ improvement)
  • Adjusted EBITDA (Excluding InstaHelp): ₹67 crore, up 116% YoY (4.8% of NTV)
  • Orders: 13.2 million orders, up 79% YoY
  • New Users: Added approximately 1.2 million new users (first quarter exceeding one million new user acquisitions)

Segment Performance

India Consumer Services (Excluding InstaHelp)

  • NTV: ₹1,056 crore, up 29% YoY (fourth consecutive quarter of accelerating growth: 10% → 19% → 21% → 26% → 29%)
  • Adjusted EBITDA: ₹73 crore (6.9% of NTV), compared to 5.2% of NTV in Q1 FY26 (170 bps improvement)
  • Annual Transacting Users: ~8.2 million, up ~21% YoY
  • Spend per User: Rose ~7% YoY
  • Geographic Performance: Tier 2 cities (beyond top 10 metros) grew NTV 36.2% YoY, outpacing 28.7% growth in top 10 cities

International Business

  • NTV: ₹237 crore, up 76% YoY (58% YoY in constant currency)
  • UAE Performance: Temporary demand softness in April linked to Middle East conflict; full recovery through May and June
  • KSA Joint Venture (with SMASCO): NTV grew 135% YoY to ₹77 crore

Native Business

  • Net Revenue: ₹95 crore, up 60% YoY
  • Adjusted EBITDA: ₹(9) crore, with loss margins narrowing to (7.3)% of NTV from (11.4)% a year ago
  • New Product Launches: Native M3 Pro water purifier (engineered for three-year maintenance-free life) and Lock Ultra smart lock (with two-way video calling and facial-recognition unlock features)

InstaHelp Business

  • Orders: 3.82 million, up 43% QoQ
  • NTV: ₹53 crore, up 32% QoQ
  • Unit Economics: Adjusted EBITDA loss per order improved to ₹(346) from ₹(447) in Q4 FY26
  • Adjusted EBITDA Loss: ₹(132) crore for the quarter
  • Strategy: Company continues to invest in InstaHelp to solidify market leadership

Additional Business Metrics

  • Service Professional Earnings: As per 9M FY26 Earnings Index, average monthly net earnings in-hand reached ₹28,322 for all active service professionals (excluding InstaHelp); top 5% earned ₹51,673
  • Insurance Coverage: All active service professionals covered under group life and accidental insurance including life insurance cover up to ₹10 lakhs, disability cover up to ₹6 lakhs, plus accidental hospitalization and OPD treatment coverage

Document Hosting

Results available on company website: https://investorrelations.urbancompany.com/