Urban Company bets on 12,000 micro-markets to grow 2x faster than ₹5 trillion home-services industry
In its first post-IPO annual report, Urban Company outlines a micro-market densification play across 12,000 clusters to outpace the 10-11% industry CAGR. InstaHelp scaled to 2.7M orders in Q4 FY26 with ₹40.1 cr NTV. Adj Ebitda loss widened to ₹234.8 cr in FY26; breakeven targeted by Q3 FY28, ₹1,000 cr adj Ebitda by FY31.
Urban Company, in its first annual report post-IPO, says micro-market densification across 12,000 clusters will drive 2x industry growth in India's ₹5 trillion home-services market. InstaHelp scaling fast; targets adj Ebitda breakeven by Q3 FY28.