Urban Company: Q4 FY26 NTV up 42% YoY to ₹1,148 Cr, Revenue up 43%
RESULTS
▲ Positive Development
MEDIUM RISK
📅 Filed on BSE: 08 May 2026, 03:36 PM IST · BSE ID: 96463e41-6af9-483c-ac4c-be2aad424041
View Original BSE Filing (PDF)
💡
In Simple Terms
Urban Company reported its latest quarterly and full-year financial results, showing significant increases in key sales and revenue figures.
🤖 AI Summary
- Urban Company's Q4 FY26 NTV grew 42% YoY to ₹1,148 Cr, highest in 15 quarters.
- Net Revenue for Q4 FY26 increased 43% YoY to ₹426 Cr (Ex-InstaHelp).
- Adjusted EBITDA (Ex-InstaHelp) for Q4 FY26 stood at ₹22 Cr, 2.0% of NTV.
- FY26 full year Consolidated NTV grew 31% YoY to ₹4,290 Cr.
- FY26 full year Net Revenue increased 36% YoY to ₹1,556 Cr (Ex-InstaHelp).
🔢 Key Numbers — exact figures from BSE filing, not rounded
Q4 FY26 NTV
₹1,148 Cr
+42% YoY
Q4 FY26 Net Revenue (Ex-InstaHelp)
₹426 Cr
+43% YoY
Q4 FY26 Adj. EBITDA (Ex-InstaHelp)
₹22 Cr
FY26 Consolidated NTV
₹4,290 Cr
+31% YoY
FY26 Net Revenue (Ex-InstaHelp)
₹1,556 Cr
+36% YoY
FY26 Annual Transacting Users
8.4 Mn
+24% YoY
FY26 Adj. EBITDA (Ex-InstaHelp)
₹106 Cr
+9x YoY
Q4 FY26 India Consumer Services (Ex. InstaHelp) NTV
26% YoY
Q4 FY26 International (UAE & Singapore) NTV
84% YoY
🏢 How This Affects the Company
The company reported its highest NTV growth in 15 quarters, indicating increased customer engagement and market presence. Both India Consumer Services (Ex. InstaHelp) and International segments remained profitable in Q4 FY26.
Net Revenue increased 43% YoY in Q4 FY26 and 36% YoY for FY26, contributing to overall financial growth. Adjusted EBITDA (Ex-InstaHelp) moved to a positive ₹22 Cr in Q4 FY26, improving margins by +160 bps.
The company recorded over 10 million orders in a single quarter for the first time, reflecting increased operational scale. InstaHelp delivered 2.7 million orders in Q4 FY26, up from 1.6 million orders in Q3 FY26, indicating expanding service delivery.
👥 What This Means For Shareholders
✅
Action Required
No action is required from shareholders based on this financial results disclosure.
👤
Who Is Affected
All shareholders are affected as the company's financial performance data is now public. The reported growth in NTV and revenue reflects the company's operational execution.
🔍
Management Signal
Management is focused on driving revenue and NTV growth, along with improving core segment profitability as evidenced by positive Adjusted EBITDA (Ex-InstaHelp).
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Q1 FY27 results — check for sustained NTV and revenue growth rates.
Update on InstaHelp performance — monitor orders and NTV in subsequent quarters.
Developments in core profitability — observe Adjusted EBITDA (Ex-InstaHelp) trend.
MEDIUM RISK
While core segments show profitability, the overall Adjusted EBITDA remains negative.
💡 Investor Takeaway
Urban Company reported Q4 FY26 NTV up 42% YoY to ₹1,148 Cr, the highest in 15 quarters. Net Revenue increased 43% YoY to ₹426 Cr. For FY26, NTV grew 31% YoY to ₹4,290 Cr and Net Revenue grew 36% YoY to ₹1,556 Cr. Adjusted EBITDA (Ex-InstaHelp) for Q4 FY26 was ₹22 Cr.
⚖️ Strengths & Concerns
✅ Positives
- NTV growth of 42% YoY to ₹1,148 Cr in Q4 FY26, representing the highest growth rate across 15 quarters.
- Adjusted EBITDA (Ex-InstaHelp) for Q4 FY26 was ₹22 Cr, improving margins by +160 bps and indicating core profitability.
⚠️ Concerns
- Adjusted EBITDA loss was INR (98) Cr for Q4 FY26, indicating some business segments are still generating losses.
- Adjusted EBITDA loss for the full fiscal year FY26 was INR (129) Cr, reflecting overall non-InstaHelp related losses despite improvements.
📅 Company Track Record
No previous filings or specific historical data for Urban Company were found in the provided context for a detailed historical note.
Based on publicly available historical data. For context only.