Urban Company IPO Summary | CA Rachana Ranade
Published: 2025-09-03
Status:
Available
|
Analyzed
Published: 2025-09-03
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
The home service industry currently has less than 1% online penetration, indicating significant room for growth for online platforms.
"the overall home service industry has a penetration online penetration of less than 1%."
Pending
The online market share for home services is projected to grow from less than 1% to 1.3% by FY30, with an estimated CAGR of 18-22%.
"Online market share of home services currently it is less than 1%... and it is expected to go to 1.3% by FY30 and this again translates into a CAGR of 18 to 22%."
Pending
The percentage of digital transactors is expected to grow from 30-32% to 56-65% by 2030, with a CAGR of 14-16%.
"Digital transactors account for 30 to 32%. But uh that is expected to grow to 56 to 65% which will be 14 to 16% caggr."
Pending
Urban Company plans to expand the use of AI for supporting both consumers and service professionals.
"Plus, they have also said that they are going to expand the role of AI in consumer and service professional support also."
Correct
Urban Company will implement a multi-category checkout feature, allowing customers to book multiple services in a single transaction.
"they are going to enable multi-category checkout allowing customers to book multiple services in a single transaction for convenience and efficiency."
Correct
The company transitioned from reporting losses to profitability in terms of profit before tax (PBT) by the fiscal year 2025.
"restated profit loss before tax PBT basically was in losses in financial year 23 24 in loss 25 in profit"
Correct
The company's adjusted EBITDA margin, which was previously negative, turned positive for the first time in fiscal year 2025.
"even if you see adjusted EBIDA margin which used to be negative has come as a positive number for the first time in 2025"
Correct
The number of annual transacting customers for Urban Company has been continuously increasing and reached its highest point in the latest reported quarter.
"Annual transacting customers. Who are they? Any customer who has at least done one transaction in the previous year. That's an annual transacting customer. Okay. This number should obviously ideally increase if it were to be good for the company. Has this number been continuously increasing? Yes. Seems to be the highest one in the latest quarter."
Pending
The number of average monthly active service professionals is increasing and has reached its highest point in the latest Q1 FY25-26 data.
"average monthly active service professionals whoever is providing the service this number is also increasing and is at the highest point in the latest Q1 FY 2526 data."
Correct
A significant risk for Urban Company is the potential reclassification of service professionals as employees, which could lead to increased obligations and adverse business impact.
"our business would be adversely affected if service professionals were classified as employees, workmen or quasi employees."
Correct
Failure to attract and retain service professionals on the platform poses a risk, as it could lead to professionals bypassing the platform for direct engagement.
"If you are unable to attract and retain service professionals on our platform, the point that I said directly bypassing them."
Correct
Kent Arrow System Limited has filed a civil suit alleging patent infringement by Urban Company's water purifiers sold under the 'Native' brand.
"Kent Arrow system limited has filed a civil suit against the company on September 5th 2024 and they said they have alleged an infringement of patent by their water purifiers which are sold under their native brand of the company."
Correct