Urban Company Share Analysis | Q2 Valuation Deep Dive

Everyone’s calling Urban Company India’s next tech giant, but is it really worth ₹20,000 crore?
In this video, we uncover the hidden risks behind Urban Company’s latest quarterly results, inflated valuations, and business diversification bets that could affect its long-term profitability.

We’ll decode how to truly value a platform business like Urban Company, step by step, and compare it with global peers such as ANGI (Angi Homeservices), Fiverr, and Airtasker to reveal what the numbers are really saying.

If you’re thinking of investing in Urban Company, watch this before you buy.

⏱️ Timestamps

00:00 - Introduction
00:30 - The Valuation Challenge for Platform Companies
01:48 - Disclaimer
02:15 - Urban Company Business Model
02:47 - Revenue Sources
03:20 - Business Segments
04:38 - Q2 Results Breakdown (Segment-wise)
07:15 - Balance Sheet Analysis
08:01 - Cash Flow Analysis
09:05 - Valuation Method 1
12:30 - Valuation Method 2
14:23 - Recap
15:03 - Stock-Based Compensation Concerns
15:33 - Conclusion

💡 Key Takeaways

Platform companies like Urban Company can look profitable on paper but burn heavy cash in reality.

India’s new-age “tech IPOs” must be viewed through global comparables and free cash flow lenses, not outdated P/E metrics.

Always check segment data, margin trends, and dilution risks before assigning “future growth” multiples.

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