Product Launched Diversified Consumer Services NSE: URBANCO ·

Urban Company Launches Native M3 Pro Water Purifier with 3-Year Filter Life

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Urban Company Launches Native M3 Pro Water Purifier with 3-Year Filter Life

Urban Company Limited — Product Launched · URBANCO

Native FY26 Revenue

₹267 Cr

130% YoY Growth

Market Cap

₹22,245.96 Cr

Mid Cap

Revenue TTM

₹1,716.61 Cr

Operating Revenue

RSI

62.05

Neutral Zone

! Key Highlights

  • Native M3 series features filters designed to last up to three years without needing routine servicing or replacements
  • Product is backed by an unconditional three-year warranty and priced from ₹22,000 onwards
  • The Native business segment recorded ₹267 crore in revenue for FY26, representing 130% year-on-year growth
  • Net Transaction Value for the Native portfolio grew 122% year-on-year to reach ₹345 crore
  • Advanced technical features include a food-grade stainless-steel tank, 100% RO purification, and app-enabled health monitoring

Urban Company Limited has expanded its smart home portfolio with the launch of the Native M3 and M3 Pro water purifiers, featuring industry-first three-year long-life filters. The new products aim to eliminate frequent maintenance requirements while leveraging the company's existing service professional network for lifecycle support.

The Product — What It Is

The Native M3 Pro is a premium RO water purifier engineered to eliminate the need for frequent servicing through long-life filtration technology. The device features a food-grade stainless-steel storage tank and a 100% RO purification process that removes heavy metals and chemicals. Integration with the Urban Company mobile app allows users to monitor water quality and filter health in real-time.

A sleek dot-matrix smart display provides on-device updates, while the advanced mineralisation and pH balancing system are designed to restore essential nutrients and maintain optimal taste levels.

Commercial Opportunity

  • Consumers can potentially save over ₹26,000 over a nine-year period due to significantly reduced maintenance costs
  • The product addresses a major consumer pain point regarding the high frequency and cost of traditional RO filter replacements
  • High customer trust is evidenced by a 75% renewal rate within the Native product lifecycle model
  • Distribution is immediate across India through the company proprietary digital platforms and official website

Financial Context

Urban Company's Native business segment has demonstrated significant momentum, with FY26 revenue of ₹267 crore showcasing a 130% annual growth rate. This performance contributes to the company overall consolidated quarterly revenue, which reached ₹528.34 crore as of June 2026, marking a 43.86% year-on-year increase. While the company remains in a growth-focused phase with a quarterly net loss of ₹92.12 crore, the shift toward a product-plus-service model aims to enhance lifecycle value and recurring service revenue through its established professional network.

Strategic Fit

  • Transitions the company from a service marketplace to a technology-enabled home appliance manufacturer
  • Leverages a network of active service professionals whose average monthly net earnings reached ₹28,322 in late FY26
  • Aligns with the corporate philosophy of building durable, smart, and thoughtfully designed hardware products
  • Strengthens the Native brand portfolio which currently maintains an average 4.5-star customer rating across all platforms

Management Perspective

Native M3 Pro is designed to solve these pain points through long-life filtration, connected monitoring and dependable after-sales support, all backed by an unconditional three-year warranty.

— Varun Khaitan, Co-Founder and COO, Urban Company

Urban Company Limited — Financial Snapshot

BSE: 544515 · NSE: URBANCO · Diversified Consumer Services

Current Market Price ₹144.25 per share
Market Capitalisation ₹22,245.96 Cr BSE Listed
Revenue (Annual) ₹1,555.54 Cr Operating
Net Profit (Annual) ₹-234.81 Consolidated
P/E Ratio (TTM) -66.63× Sector: 33.54×
Promoter Holding 19.02% 0.00% QoQ
FII Holding 55.28% Current Qtr

"For years, the water purifier industry has normalised frequent servicing, filter replacements and high maintenance costs. We believe customers deserve a better ownership experience."

— Varun Khaitan, Co-Founder and COO

Source Verified

Exchange filing by Urban Company Limited announcing the launch of the Native M3 Pro water purifier with extended warranty and filtration life. Financial metrics from Trendlyne.

View Filing