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Motilal Oswal Report
While Urban Company Ltd. is well positioned to benefit from the long-term formalisation of home services, Motilal Oswal believes current valuations already reflect much of the growth potential, and execution risks around habit formation, penetration, disintermediation, and newer initiatives keep the risk-reward balanced; accordingly, the brokerage initiate with a Neutral rating implying a potential upside of 14% from the current market price.
Key downside risks:
- slower-than-expected growth in online penetration given the relationship-driven and informal nature of home services,
- elevated disintermediation as consumers and service professionals transact off-platform post initial discovery,
- rising competitive intensity—particularly in instant services leading to higher discounts and customer acquisition costs, and
- prolonged losses in InstaHelp due to supply build-out and lower average order values.
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Motilal Oswal Urban Co Ic Note.pdf
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