Urban Company Q3 FY26 Concall: Management on Profitability Milestones and Service Expansion
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Загружено: 2026-01-24
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Urban Company Q3 FY26 Concall: Management on Profitability Milestones and Service Expansion
Urban Company Limited Q3 FY26 Results: • Urban Company Limited Q3 FY26 Results: 42%...
During the Q3 FY26 earnings update, the management of Urban Company highlighted a significant milestone in their path to profitability, reporting consistent EBITDA positivity at the group level. The leadership team detailed the strong performance of their core home services segment, particularly the high demand for cleaning and appliance repairs during the festive season. Management also provided updates on the scaling of their Native Water Purifiers and Smart Locks business, which has seen rapid adoption, and the steady growth of their international operations in the UAE and Singapore.
The company's performance was largely ahead of brokerage estimates regarding revenue growth and margin expansion. While analyst expectations had predicted a slower growth rate due to market saturation in Tier 1 cities, Urban Company reported strong penetration in Tier 2 markets and improved repeat customer rates. Analysts had estimated a higher marketing spend, but the company managed to optimize customer acquisition costs (CAC) through better brand salience and organic referrals. Management reiterated their focus on professional training and service quality as the primary drivers for long-term sustainable growth.
This video is part of our • Conference Call . Watch the full playlist for more similar updates.
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