URBANCO · Consumer Services
Urban Company Ltd. reported revenue of ₹537 cr for July to September 2026, +41.3% on the year and +1.7% on the quarter. It is the highest quarterly revenue in the last 9 quarters on record. Over the last four quarters revenue comes to ₹1,874 cr, +40.6% on the four before.
Operating profit (EBITDA) was −₹196 cr, a margin of −36.5%, −1,571 bps on the year and −1,813 bps on the quarter. It is the narrowest margin of the last 8 quarters (range −36.5% to −0.7%).
The net loss was ₹182 cr, with earnings per share of −₹1.18. Profit over the last four quarters totals −₹456 cr, −357.6% on the four before.
Of the 20 companies in Consumer Services that have reported Q2 FY27 so far, Urban Company Ltd. ranks 3rd on revenue growth; the sector median is +19.7%. Its margin moved −1,571 bps on the year against a sector median of +106 bps.
Written from the quarterly statements. The filing read adds the balance sheet and cash flow filed with this quarter, the auditor's review, segment results, one-off items line by line and what management said on the call.
Operating margin fell sharply on the year. Pricing, input costs, or mix?
Source: Quarterly statements
Could not run on this quarter: Headline vs core profit, Other income carrying profit, Exceptional items that recur, Finance cost rising, Cash behind the profit, Receivables against sales, Inventory against sales, Borrowing while holding cash, Auditor's review or audit report, IPO money used as stated, Related-party transactions, Exits, postponements, restatements, Promoter pledges and allotments, Earlier promises against delivery, When the results were filed. Most need the filing read (balance sheet, cash flow, auditor, disclosures).
Net profit a year ago, each driver's change, and net profit now. Blue added profit, red took it away.
This quarter's filing carries a balance sheet and a cash flow statement. The cash, receivables and borrowing checks run once the filing read is in.
| Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | ₹277 cr | ₹288 cr | ₹298 cr | ₹367 cr | ₹380 cr | ₹383 cr | ₹426 cr | ₹528 cr | ₹537 cr |
| YoY | — | — | — | — | +37% | +33% | +43% | +44% | +41% |
| EBITDA margin | −5.8% | −0.7% | −6.4% | −3.5% | −20.8% | −11.0% | −28.2% | −18.4% | −36.5% |
| Other income, % of PBT | — | 188% | 3,200% | 517% | — | — | — | — | — |
| Exceptional items | — | — | — | — | — | — | — | — | — |
| Tax rate | — | — | — | −23% | — | — | — | — | — |
| Net profit | −₹2.0 cr | ₹232 cr | −₹3.0 cr | ₹7.0 cr | −₹59.0 cr | −₹21.0 cr | −₹161 cr | −₹92.0 cr | −₹182 cr |
| YoY | — | — | — | — | — | −109% | — | −1,414% | — |
| Core profit YoY | — | — | — | — | — | — | — | — | — |
| EPS | −₹93.43 | ₹11,870.97 | −₹0.06 | ₹0.14 | −₹0.41 | −₹0.15 | −₹1.05 | −₹0.60 | −₹1.18 |
| Flags | · | 1 | 1 | 2 | 1 | 2 | 1 | 2 | 1 |
Each quarter is read with the same rules. Balance-sheet and cash checks run on half-year and annual quarters; filing-read checks run where a read exists.
Urban Company Ltd. reported revenue of ₹537 cr (+41.3% on the year) and net profit of −₹182 cr (— on the year) for July to September 2026.
1 check raised a question: Operating margin fell sharply on the year. Pricing, input costs, or mix?
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