15-Minute At-Home Beauty Heats Up: Snabbit, Zivora, Yes Madam Challenge Urban Company
India's instant at-home beauty market intensifies as Snabbit eyes $400 Mn Series D, NoBroker's Zivora and Yes Madam (₹195 Cr FY26 revenue, 300K monthly bookings) take on listed Urban Company. AOVs of ₹700-800 and 7-8 Mn unorganised supply pose profitability questions.
What happened
India's 15-minute at-home beauty market heats up as Snabbit, NoBroker's Zivora and Yes Madam challenge listed Urban Company. Funding, AOVs of ₹700-800 and
Key facts
- ₹50 Cr Yes Madam funding
- ₹195 Cr Yes Madam FY26 revenue
- ₹2,000 Cr Urban Company IPO
- $180 Mn Snabbit valuation
- $400 Mn Snabbit Series D talks
- AOV ₹700-800
- 2,000 jobs Sarjapur pilot
- 300,000 monthly bookings Yes Madam
- 7-8 Mn unorganised providers
Why this matters
Urban Company's listed-incumbent advantage is narrowing fast; consider bolt-on M&A of Zivora or regional players to consolidate supply before Snabbit's Series D reshapes the competitive map.