Urban Company Q2 FY27: NTV up 39%, core profitable, plans Rs 2,500 cr raise
URBANCO · price
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On the reaction day the stock moved 8.7 pts less than Nifty Smallcap 250 and 8.2 pts less 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.
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Consolidated NTV grew 39.1% YoY to Rs 1,432 cr; revenue up 41.4% to Rs 537 cr. Orders doubled to 15.1 million. Core adjusted EBITDA (ex-InstaHelp) was Rs 30 cr positive, up 213% YoY. India Consumer Services margins improved 110 bps to 3.5%, International grew 66%, Native 35%. InstaHelp orders up 63% QoQ. Plans to raise up to Rs 2,500 cr for flexibility. Reaffirmed Q3 FY28 breakeven and Rs 1,000 cr EBITDA by FY31.
Strong growth across segments with margins expanding. Capital raise may dilute shareholders but funds strategic flexibility and potential M&A. Long-term targets intact.