India · Delayed Price · Currency is INR Urban Company Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY26 saw record NTV and revenue growth, with core and international segments profitable and Native nearing break-even. InstaHelp scaled rapidly but remains loss-making due to heavy investment. Management targets EBITDA breakeven by Q3 FY28, supported by a strong cash position.
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Q3 FY26 delivered robust growth and margin expansion across core and new businesses, with India, Native, and international segments all showing strong performance. InstaHelp scaled rapidly, reducing loss per order, while consolidated adjusted EBITDA loss narrowed. Margin improvement and profitable growth remain key priorities.
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NTV grew 31% year-on-year, with revenue up 37% and strong growth across all segments. Core India services remained profitable, while investments in InstaHealth led to a consolidated adjusted EBITDA loss. International and Native segments showed robust performance and improving margins.