Urban Company eyes 2x industry growth via 12,000 micro-market densification push
First post-IPO annual report maps a cluster-level playbook across 13 cities to outpace the 10-11% home-services CAGR. InstaHelp hit 2.7M Q4 FY26 orders and ₹40.1 cr NTV, but FY26 adj Ebitda loss widened to ₹234.8 cr. Management targets breakeven by Q3 FY28 and ₹1,000 cr adj Ebitda by FY31.
Urban Company's first post-IPO annual report outlines a micro-market densification strategy across 12,000 clusters in 13 cities, targeting 2x industry growth. InstaHelp scaled to 2.7M Q4 orders; adj Ebitda breakeven targeted by Q3 FY28.