• Urban Company Limited conducted its Q2 FY27 Earnings Conference Call on October 16, 2026, as a post-results investor interaction to discuss financial results for the quarter and half year ended September 30, 2026.
  • The call was scheduled after the earnings announcement and lasted approximately 45 minutes. Management participants included Mr. Abhiraj Singh Bhal (CEO & Co-founder) and Mr. Abhay Mathur (Chief Financial Officer).
  • The stated purpose was to discuss quarterly results, provide strategic updates, and address analyst questions. Management emphasized that growth has stepped up structurally across all business segments.
  • The audio call and transcript were made available on the company's investor relations website at https://investorrelations.urbancompany.com/. The company included standard forward-looking statement disclaimers but did not explicitly state that no unpublished price sensitive information (UPSI) would be shared.
  • Financial highlights discussed included:
  • Consolidated Net Transaction Value (NTV) grew 39.1% YoY to ₹1,432.3 crores
  • Revenue from operations grew 41.4% YoY to ₹537.3 crores
  • Orders delivered more than doubled YoY to 15.1 million
  • Annual transacting users grew 34.5% to almost 10 million
  • Adjusted EBITDA loss was ₹144 crores, but excluding ₹174 crore investment in InstaHelp, adjusted EBITDA was positive ₹30 crores (up 213% YoY)
  • India Consumer Services grew 26.3% YoY with margin improvement of 110 bps to 3.5%
  • International markets grew 66.2% YoY with 190 bps margin improvement to 2% of NTV
  • Native grew 35.4% YoY with loss margin narrowing by 220 bps
  • InstaHelp orders grew 63% QoQ to 6.23 million with loss per order falling 19% from ₹346 to ₹279
  • Forward-looking statements and strategic themes included:
  • Reaffirmed adjusted EBITDA breakeven goal by Q3 FY28 and ₹1,000 crores EBITDA goal for FY31
  • Announced plans to raise up to ₹2,500 crores for strategic flexibility, growth investments, and potential inorganic opportunities
  • Discussed foray into residential AC segment as a learning phase with limited initial rollout
  • Emphasized continued aggressive investment in InstaHelp to cement market leadership
  • Noted that Tier 2 markets are growing faster and becoming a strong second engine for growth

Additional Notes Section

  • The document includes the full transcript of the earnings call with analyst Q&A covering topics such as growth sustainability, average spend per customer, AC segment strategy, capital raise rationale, InstaHelp unit economics, and professional growth.
  • The disclosure was submitted under Regulation 30 of SEBI LODR Regulations and was digitally signed by Sonali Singh, Company Secretary and Compliance Officer.
  • No financial attachments were included beyond the transcript itself. The announcement contained extensive financial data and performance metrics from the quarterly results.