Assembled from the company's filings and exchange data as of today. Download PDF renders this page on the server; the narrative sections arrive with the Nexa composer.
Dossier · URBAN COMPANY LIMITED · 28 October 2026Page 1 of 3
Company Dossier
MarketPing Research · factual · no rating expressed
URBAN COMPANY LIMITED
NSE: URBANCO · BSE: 544515
NSE: URBANCO · BSE: 544515
Consumer Discretionary › Consumer Services › Retailing › E-Retail/ E-Commerce
URBAN COMPANY LIMITED
StateQ1 FY27 filed
Last close · 27 Oct 2026₹143.70
Market cap₹21.2k cr
TTM P/E · P/B · EV/EBITDA— · 9.87 · —
URBAN COMPANY LIMITED is a Retailing company listed on NSE. The annual-report business brief for this company has not been generated yet; the numbers below are as filed.
What a broker report prints here — the analyst's thesis. This dossier prints the filed record instead; the narrative read of the latest results, the guidance ledger and the earnings-call summary are the composer's sections (INSTITUTIONAL-PLAN.md M3) and are not yet produced.
Exhibit 1: Financial summary, FY26–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY26 |
|---|---|
| Revenue | 1,556 |
| EBITDA (ex other income) | (223) |
| margin % | (14.3) |
| Owners' profit | (235) |
| EPS, as reported (₹) | (1.57) |
| ROE % · ROCE % | (11.0) · (5.8) |
| Debt / equity (x) | 0.00 |
| Cash from operations | (99) |
| Capex | (41) |
Source: SEBI results XBRL as filed with BSE/NSE; EBITDA excludes other income.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · URBAN COMPANY LIMITED · 28 October 2026Page 2 of 3
Exhibit 2: Quarterly performance, last 4 quarters
| ₹ crore | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|
| Revenue | 380 | 383 | 426 | 528 |
| Profit before tax | (49) | (14) | (95) | (79) |
| Net profit | (59) | (21) | (161) | (92) |
| EPS (₹) | (0.40) | (0.14) | (1.08) | (0.60) |
Source: quarterly results as filed; the balance sheet is filed half-yearly and is not repeated here.
Exhibit 3: Segment revenue, FY26
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| India consumer services (excluding InstaHelp) | 553 | 46.5 |
| Native | 207 | 17.5 |
| International business | 149 | 12.5 |
| InstaHelp | 16 | 1.3 |
| India consumer services (excluding Insta Help) | 262 | 22.0 |
| Insta Help | 1 | 0.1 |
| Total, before eliminations | 1,188 | 100.0 |
Source: the filed segment block, four quarters summed.
Exhibit 4: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| ETERNAL LIMITED | 3,04,851 | 704.3 | 9.84 | 116.7 | 1.2 | 1.8 | — | 4.8 |
| MEESHO LIMITED | 1,02,819 | — | 23.44 | — | (31.0) | (27.2) | — | (3.0) |
| FSN E COMMERCE VENTURES | 97,231 | 381.4 | 64.73 | 127.4 | 13.6 | 17.8 | — | 8.8 |
| SWIGGY LIMITED | 49,505 | — | 2.70 | — | (22.7) | (20.4) | — | (6.4) |
| URBAN COMPANY LIMITED ◆ | 21,161 | — | 9.87 | — | (11.0) | (6.3) | — | (11.4) |
| CARTRADE TECH LIMITED | 13,560 | 58.3 | 5.18 | 39.7 | 9.3 | 10.5 | — | 44.0 |
| BRAINBEES SOLUTIONS LTD | 8,604 | — | 1.61 | 22.6 | (3.8) | (2.4) | — | 4.2 |
| RATTANINDIA ENT LIMITED | 3,279 | — | 4.26 | — | (21.6) | — | 844.9 | 2.2 |
Source: exchange data and filed statements via the screener; multiples at current prices.
Exhibit 5: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/B | 9.9 | 3.5 | 10 of 12 | 18% |
| ROCE | (6.3) | 1.8 | 11 of 15 | 29% |
| ROE | (10.9) | 1.1 | 9 of 12 | 27% |
| Debt / Equity | 0.0 | 0.0 | 1 of 11 | 60% |
| EBITDA margin | (11.4) | 4.0 | 12 of 12 | 0% |
| Market cap | 21161 | 2190 | 5 of 16 | 73% |
Source: MarketPing peer ranks; a rank is a measurement, not a view.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · URBAN COMPANY LIMITED · 28 October 2026Page 3 of 3
Exhibit 6: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 23 Oct 2026 · Investor presentation shows 41% growth, core margin gains and Insta losses | investor communications | medium | — | — |
| 21 Oct 2026 · Urban Company schedules analyst and investor meeting for October 26 | board shareholder meetings | low | — | — |
| 17 Oct 2026 · Urban Company Q2 FY27: NTV up 39%, core profitable, plans Rs 2,500 cr raise | investor communications | medium | — | — |
| 17 Oct 2026 · Postal Ballot for capital raise up to Rs 2,500 crore | compliance | minimal | — | — |
| 17 Oct 2026 · Q2 FY26 results in newspapers; postal ballot for up to Rs 2,500 crore capital raise | compliance | minimal | — | — |
| 16 Oct 2026 · Audio recording of Q2 FY27 earnings call shared | investor communications | low | — | — |
| 16 Oct 2026 · Postal ballot for raising up to Rs 2,500 crore via securities issuance | board shareholder meetings | medium | — | — |
| 16 Oct 2026 · Urban Company IPO funds: No deviation in usage for Q2 FY27 | compliance | low | — | — |
| 16 Oct 2026 · Q2 loss widens, Urban Company plans Rs 2,500 crore fundraise | results | high | — | — |
| 16 Oct 2026 · Urban Company Q2 FY27: Revenue up 41%, board approves Rs 2,500 Cr fund raise | compliance | minimal | — | — |
Source: exchange announcements; each reaction is measured from the close before the filing. Next day = the close one session after the reaction day (the first session that could trade the filing).
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in