Urban Company reported a 37% year-on-year revenue surge to ₹380 crore in Q2 FY26, driven by strong core and product performance. However, heavy investments in its new Insta Help vertical led to a ₹59.3 crore loss and negative EBITDA of ₹35 crore.
Urban Company, a home-services marketplace based in Gurgaon, saw strong top-line growth in the second quarter of FY26 even as its profitability suffered as a result of ambitious new-vertical investments. Driven by a significant rise in its operating revenue, Urban Company’s income for the quarter ended September 2025 jumped around 37% year-on-year to around ₹380 crore. Business in core consumer services, as well as its product vertical and worldwide operations.
Simultaneously, its net transaction value (NTV) rose by nearly 34% to more than ₹1,030 crore, indicating increased platform use. Urban Company
The introduction and quick scale-up of Insta Help, its new high-frequency service vertical providing near-instant domestic assistance appointments, were major factors behind the margin erosion. Alone, the segment reported an adjusted EBITDA loss of about ₹44 crore, therefore showing significant initial expenditures in partner onboarding, training, support infrastructure, and network deployment.
YOU MIGHT LIKE: StampMyVisa Secures ₹4 Cr to Scale AI Visa Tech and Teleport Integration
With better recurring use and service-partner utilisation, the India consumer services segment, the company’s flagship line covering beauty, cleaning, appliance-repair, and other such services, made about ₹262 crore in revenue this quarter.
Under the brand Native, which emphasizes home-improvement items like smart locks and water purifiers, its product arm saw a revenue spike of almost 179% year over year to roughly ₹75 crore. With revenues of roughly ₹41 crore and the company hitting a breakeven adjusted EBITDA in some countries, including the UAE and Singapore, international operations also benefited. In a shareholder letter, the company’s co-founder and CEO, Abhiraj Singh Bhal
