Investor presentation shows 41% growth, core margin gains and Insta losses

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF Explain this filing

URBANCO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+2.8%Reaction day

₹132.00

prior close

₹132.51

announcement price

After-mkt

timing

Nifty Smallcap 250market+1.1%+1.7% vs market

E-Retail/ E-Commerce peers, median of 13sector+0.8%+2.0% vs sector

On the reaction day the stock moved 1.7 pts more than Nifty Smallcap 250 and 2.0 pts more than its E-Retail/ E-Commerce peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.4

10m

-0.3

15m

+0.5

30m

+1.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+2.8+1.1+1.7+0.8+2.0

Next day

+8.9pendingpending+2.6+6.3

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15d

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UpDownMarket · Nifty Smallcap 250Sector · E-Retail/ E-Commerce peers, median of 13Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Urban Company filed the presentation for its October 26 investor meeting. In the first half of fiscal 2027, net transaction value rose 41% to ₹2,897 crore and revenue rose 42.6% to ₹1,066 crore. Adjusted EBITDA excluding InstaHelp improved to ₹97 crore, or 3.5% of transaction value, from 2.0% a year earlier. However, consolidated adjusted EBITDA was a ₹209 crore loss, and management expects InstaHelp losses to remain elevated for several quarters.

Likely market impact

Core growth and margin gains are positive, but elevated InstaHelp losses may keep consolidated earnings weak and the stock volatile.