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3 min read | Updated on October 16, 2026, 17:30 IST
SUMMARY
Urban Company Q2 earnings: Its orders delivered reached 15.1 million, up 103% YoY, and annual transacting users touched nearly 10 million, marking a 35% YoY jump.
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Urban Company has a total market capitalisation of ₹24,384.96 crore as of October 16, 2026, according to data on the NSE. | Image: Shutterstock
In the corresponding period of the preceding fiscal year, the company had logged a loss of ₹59.33 crore, according to a regulatory filing.
However, its consolidated revenue from operations jumped 41.4% YoY to ₹537.29 crore during the quarter under review, compared ₹380.03 crore in the September quarter of the 2025-26 fiscal year (Q2 FY26).
Its orders delivered reached 15.1 million, up 103% YoY, and annual transacting users touched nearly 10 million, marking a 35% YoY jump.
Its net transaction value (NTV) grew 39% YoY to ₹1,432 crore in the July-September quarter of FY27.
The company saw its NTV surging approximately 40% for three straight quarters, well ahead of its pre-listing trend, driven by accelerating new user acquisition, which was up 46% YoY over this period.
It said that its penetration in the largest categories in the top 8 cities remained below 10%, while tier 2 cities grew approximately 7% YoY and emerged as a second growth engine.
Its international business grew 66% YoY and was similar to India in its penetration journey. Its Native segment, it stated, is building toward a strong festive Q3.
The company’s core business combined continued its growth momentum with margin expansion.
It said that it invested aggressively in InstaHelp, where unit economics improved even as the business scaled rapidly.
Urban Company's board of directors also approved the proposal to raise funds up to ₹2,500 crore.
The funds will be raised through the issuance of equity shares, and/ or other securities convertible into equity shares (including warrants, or otherwise), fully convertible debentures, with or without warrants and/ or convertible preference shares or any security convertible into equity shares, or any combination thereof, in one or more tranches.
The securities will be issued in one or more tranches and in rupee denomination, the filing read.
Urban Company's board also granted its in-principle approval to explore residential air conditioners as a new line of business under its native segment.
"The Company believes that the residential air conditioners category offers potential as a new line of business under the Native segment. This category represents a large market in which the Company already services millions of units annually, providing it with first-hand insights into the existing product gaps and customer needs," it said in a regulatory filing.
Shares of Urban Company closed 2.47% higher at ₹158.12 per unit on the National Stock Exchange (NSE) on Friday, October 16. However, the results were announced after the markets closed.
Urban Company has a total market capitalisation of ₹24,384.96 crore as of October 16, 2026, according to data on the NSE.
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