Urban Company Ltd has reported a net loss for the second consecutive quarter since its listing, a direct consequence of substantial investments poured into InstaHelp, its rapidly expanding quick service vertical. The company's December quarter saw revenue climb to ₹382.68 crore, marking a robust 32.91% increase compared to the same period last year. However, this growth was overshadowed by a net loss of ₹21.16 crore, a significant shift from the net profit of ₹231.84 crore reported in the previous year's corresponding quarter.

In its shareholder letter for the December quarter, Urban Company stated that while the consolidated business had achieved adjusted-Ebitda breakeven during FY25, the increased investments in InstaHelp are expected to keep the consolidated business in a loss-making position for the next few quarters. The company emphasized its commitment to the InstaHelp opportunity, deeming it both 'significant and immediate,' with a clear strategy to maintain market leadership in this segment.

Urban Company operates across four primary business segments: India consumer services, InstaHelp, Native (products), and international operations. The India consumer services segment, excluding InstaHelp, continued to serve as the bedrock of Urban Company’s revenue during the December quarter, contributing ₹265 crore—a 26% year-on-year increase. This growth was fueled by a steady influx of new users and strong demand experienced during the festive season across core categories such as beauty, home cleaning, and repairs.

InstaHelp demonstrated rapid growth during the quarter, achieving a net transaction value (NTV) of ₹28 crore, a sharp rise from ₹10 crore in the preceding quarter. Although InstaHelp's revenue contribution remains modest relative to the core business, its accelerated customer adoption, repeat usage, and significant order growth indicate an early and promising product-market fit. Nonetheless, aggressive investments in expansion and supply chain build-out led to an adjusted Ebitda loss of ₹61 crore, making InstaHelp the principal factor dragging down the company's consolidated profitability for the quarter.

The Native (products) segment emerged as the fastest-growing division, with its revenue soaring by 101% year-on-year to ₹62 crore. This impressive growth was primarily driven by strong demand for water purifiers and electronic door locks, though sequential momentum moderated slightly after the previous quarter benefited from large e-commerce sales events. Urban Company's international operations, spanning the UAE and Singapore, also showed significant progress, reporting revenue of ₹50 crore—a 79% year-on-year increase. This was bolstered by an expanded service assortment and an improved value proposition for customers. The company highlighted that international markets remain a crucial growth lever, benefiting from rising urban adoption and enhanced customer acquisition efficiency.