Urban Company IPO Details, Valuation & Investor Risks – Watch before applying!

Urban Company’s IPO is finally here! In this video, we break down everything you need to know before investing – from how the company started to its growth potential, financials, risks, and whether this is a good opportunity or just another exit for early investors.

What you’ll learn in this video:
1. About Urban Company’s business – How it started with home beauty services and expanded into cleaning, plumbing, pest control, painting, and more!
2. Addressable market opportunity – With a ₹5 lakh crore total market, and only 1% online penetration, find out how this sector is poised to grow at 18–22% CAGR!
3. Their technology-driven platform – How Urban connects customers with trained professionals and is now scaling into home solutions like water purifiers and electronic locks under its Native brand.
4. Financial performance – NTV growth, revenue trends, contribution margins, and how FY25 finally saw profitability after years of losses. We explain what’s sustainable and what’s inflated!
5. Supply & demand side metrics – How the number of customers and service professionals is growing, and why network effects are key to long-term growth.
6. Challenges & risks – Competition from local service providers, gig worker regulations, rising costs, working capital pressures, and margin squeeze risks.
7. IPO details – Pricing at ₹98–103 per share, subscription dates (10–12 Sept), expected listing (17 Sept), valuation concerns, and why early investors like Accel and Tiger Global are cashing out.
8. Should you invest? – We weigh the opportunity vs risks and give you all the numbers to decide whether Urban Company is the next big win or just a liquidity play!

Why watch this before applying?
This isn’t just another IPO video! We go deep into Urban Company’s business structure, explain the jargon like NTV and contribution margin, and decode how the company’s network effects could create long-term value—or fail to deliver!

Whether you’re a beginner investor or a seasoned pro, this video will give you the data, context, and clarity to make an informed decision.

Timestamps
00:00 - Introduction
01:14 - Urban Company - Business & Market
05:25 - Urban Company - Financials and Unit Economics
10:44 - Urban Company - Strengths and Challenges
14:16 - Urban Company - IPO Details and Closing Remarks