| Revenue growth | Exceeded 30% adjusted for festive shift, driven by volume and density. |
|---|---|
| Margins | Logistics efficiencies improved margins; server costs remain a temporary headwind. |
| Demand visibility | Strong utility demand in home, kitchen, and baby care segments. |
| Management confidence | Balanced; optimistic on long-term flywheels but cautious on macro volatility. |
Growth
Adjusted EBITDA margin at -1% with revenue growth outpacing peers despite no price-benefit pass-through.
Outlook
Targets 25% Revenue CAGR through FY31 and 3% fixed cost-to-NMV ratio.
Risks
Server/GPU cost volatility and logistics supply chain disruptions due to crude price fluctuations.
Earnings Call Transcript filed with NSE, NSE: MEESHO. Summary written with AI assistance from the document.
Meesho Ltd: key numbers
- Share price
- ₹227.84
- Market cap
- ₹1,05,464 Cr
- Revenue (annual)
- ₹12,626 Cr
- Net profit (annual)
- ₹-1,358 Cr
- P/E (TTM)
- -114.3×Sector 61.5×
- Promoter holding
- 16.34%-0.07% QoQ
- FII holding
- 9.84%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Meesho Ltd
All →Meesho Capital Structure Change
Meesho approved up to Rs.400 Crore capital infusion into its wholly owned subsidiary, Meesho Payments. Board also approved a new subsidiary and further Kirana Club investments.
- Value
- ₹400.0 Cr
Meesho Other Announcement
Meesho filed its IPO monitoring agency report for the quarter ended September 2026. It shows no deviation from IPO objects, so this is routine compliance.
Meesho Results Update
Meesho reported Q2 FY27 NMV growth of 23% and narrowed net losses by 68% to ₹132 crore. Contribution margin rose to 6.0% of NMV.
Meesho Business Update
Meesho's Q2 FY27 shareholders' letter reports NMV up 23% YoY to ₹12,911 crore. Festive timing moved the Mega Blockbuster Sale into Q3.
Meesho Q2 FY27 Results: Net Loss of ₹132.4 Cr, Loss Narrows
Meesho Ltd reported revenue from operations of ₹4,132 Cr (+34.4% YoY) and a net loss of ₹132.4 Cr for Q2 FY27.
- Key figure
- Net loss ₹132.4 Cr
Meesho Employee Stock Options
Meesho Limited allotted 3,44,262 equity shares to employees following the exercise of vested stock options under the Company's ESOP 2024 Plan.