Urban Company gains 8% as UBS flags a ‘Blinkit moment’ in home services

Urban Company shares rose after UBS initiated Buy coverage, citing accelerating online home-services adoption. Q1 FY27 revenue grew 43.9%, while heavy InstaHelp investment drove losses; core India consumer-services NTV crossed ₹1,000 Cr for the first time.

Newer report on another story , , NDTV Profit : Brokerages keep Urban Company on radar as UPI MDR debate gains momentum

  • Banaraswala: 3 → 50 outlets by March 2027
  • Nestle India: Sales +20.5% · Profit +36.3%

Reported figures

From the report. Source details below

Shares rose as much as 8.1% to ₹157.35; UBS target price ₹180
Market capitalisation ₹24,110 Cr
Q1 FY27 operating revenue rose 43.9% YoY to ₹528.3 Cr
Core India consumer-services NTV rose 29% YoY to ₹1,056 Cr
Cash and treasury investments ₹2,019 Cr

Also in the report

  • NTV projected to grow 32% CAGR from ₹4,300 Cr in FY26 to ₹10,000 Cr by FY29
  • Q1 FY27 consolidated net loss ₹92.1 Cr versus ₹6.9 Cr profit a year earlier
  • InstaHelp delivered 3.82 Mn orders and ₹53 Cr NTV in Q1 FY27

The source

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