| Revenue growth | 48% YoY Revenue growth for Marketplace segment in Q1 FY27. |
|---|---|
| Margins | Contribution Margin improved 54bps QoQ to 4.6% of NMV. |
| Order book | 725 million Placed Orders in Q1 FY27, up 29% YoY. |
| Demand visibility | Strong; seasonal festive quarter expected to drive higher growth spends. |
| Management confidence | High; citing durable growth from AI investments and user compounding. |
Growth
NMV grew 34% YoY to ₹11,614 Cr; Revenue from operations rose 48% YoY to ₹3,707 Cr.
Outlook
Stepping up new-user acquisition in Q2; expecting seasonally stronger festive quarter; Kirana Club acquisition to close Q2.
Risks
Logistics cost headwinds from fuel price escalation and minimum wage increases noted as structural.
Last quarter's promises, checked
Delivered
- Restore fulfillment margins → Contribution margin expanded to 4.6% (= BEAT)
- Scale Meesho Mall selection → NMV grew 93% YoY (= BEAT)
- Continue aggressive user acquisition → ATUs reached 274 million (= BEAT)
Partly delivered
- Bring automation to all sort centers → Launched 'AI Blitz' for engineering productivity (= PARTIAL)
Investor Presentation filed with NSE, NSE: MEESHO. Summary written with AI assistance from the document.
Meesho Ltd: key numbers
- Share price
- ₹217.06
- Market cap
- ₹1,00,440 Cr
- Revenue (annual)
- ₹12,626 Cr
- Net profit (annual)
- ₹-1,358 Cr
- P/E (TTM)
- -83.6×Sector 67.6×
- Promoter holding
- 16.41%-0.16% QoQ
- FII holding
- 5.19%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 Limited has allotted equity shares under its Employee Stock Option Plan, 2024. This issuance increases the company's paid-up share capital.
Meesho Employee Stock Options
Meesho Ltd allotted 10,71,542 equity shares to employees upon the exercise of vested options under its ESOP 2024 Plan.
Meesho Annual General Meeting
Meesho Limited issued a corrigendum to its 11th AGM notice, modifying the proposed amendment to its Articles of Association regarding founder nomination rights.
Meesho Management Change
Meesho discontinued its Chief Product Officer role in a product-team restructuring. Prasanna Arunachalam ceases to be SMP but remains employed at the company.
Meesho Employee Stock Options
Meesho Limited has allotted 13,52,253 equity shares following the exercise of options under its ESOP 2024 Plan. This increases the company's paid-up share capital to ₹462.62 Crore.
Meesho Earnings Call Transcript: Key Takeaways
Meesho Q1 FY27 call highlighted efficiency-driven logistics cost reduction, stabilized AOV, and 29% ADU growth despite fuel and wage headwinds.
- Call
- Guides 25% growth