Urban Company share price jumped nearly 16% in early trade on Wednesday after the stock saw significant bulk deals in the previous session. Urban Company shares rallied as much as 15.88% to ₹127.30 apiece on the BSE.
SBI MF buys ₹632.21 crore worth stake
As per NSE bulk deal data, SBI Mutual Fund acquired an additional 3.5 crore equity shares of Urban Company at ₹109.85 per share and 2.25 crore shares at ₹109.83 per share. The total transaction value was at ₹632.21 crore.
This resulted in SBI Mutual Fund increasing its total stake in the company to 3.98% from 1.89% held as of December 2025.
ABG Capital, 2 other sellers
On the other hand, ABG Capital sold 1.74 crore Urban Company shares at ₹109.85 per share for ₹191.2 crore. ABG Capital held a 1.36% stake in the company as of December 2025.
DF International Partners II sold its entire 1.76 crore shares, or 1.22% equity stake, for ₹193.9 crore, NSE data showed.
Additionally, BSE bulk deal data showed Wellington Management Company-owned private equity vehicle, Wellington Hadley Harbor AIV Master Investors (Cayman) III offloaded 1.58 crore shares of Urban Company each at ₹109.93 and ₹109.86 per share, amounting to a 2.2% stake worth ₹349.2 crore.
Lock-in Expiry
On Tuesday, around 94.1 crore equity shares of Urban Company, or 66% of the company’s outstanding equity, became eligible for trading as the six-month shareholder lock-in period ended.
The end of the shareholder lock-in does not imply that all the shares will be sold in the open market; they only become eligible for trading.
Urban Company Share Price Outlook
SBI Mutual Fund’s meaningful stake purchase has restored sentiment following temporary price pressure from lock-in expiry-driven selling — and the institutional confidence appears well-placed, said Nitant Darekar, Research Analyst at Bonanza.
Urban Company’s Q3 FY26 results are encouraging: consolidated NTV grew 36% YoY to ₹1,081 crore, revenues rose 42% to ₹383 crore, and ex-InstaHelp, the core business generated ₹44 crore in adjusted EBITDA profit.
India Consumer Services margins expanded to 5.6% of NTV, with a credible long-term path to 9–10%. International markets posted 79% like-for-like NTV growth at positive EBITDA, while Native grew 93% YoY. InstaHelp remains the key drag, but loss per order nearly halved QoQ to ₹381, and the trajectory is improving. Management has committed to consolidated EBITDA break-even by Q3 FY28 and ~ ₹1,000 crore EBITDA by FY31.
“With supply overhang now absorbed, the risk-reward for patient investors looks increasingly compelling,” said Darekar.
Urban Company share price declined 1% in one month and has fallen 10% on a year-to-date (YTD) basis. Over the past three months, Urban Company stock price dropped 3%, while it fell 30% in six months.
Urban Company made a stellar debut in the Indian stock market on September 17. Urban Company shares were listed at ₹161 on BSE, a premium of 56% over its issue price of ₹103 per share. The stock was listed with a 57.5% premium at ₹162.25 apiece on NSE.
The company had raised ₹1,900 from the primary market between September 10 and September 12. Urban Company IPO was subscribed 103.63 times in total.
At 9:50 AM, Urban Company share price was trading 15.07% higher at ₹126.40 apiece on the BSE.
