ALFA Finder| 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
- ₹251.90
- Market cap
- ₹1,16,655 Cr
- Revenue (annual)
- ₹12,626 Cr
- Net profit (annual)
- ₹-1,358 Cr
- P/E (TTM)
- -126.5×Sector 66.2×
- 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 Acquisition Worth ₹186.7 Cr
Meesho acquired 92.74% of Kirana Club and its step-down subsidiary RPLPL for ₹186.71 Crore in cash. The acquisition makes Kirana Club a subsidiary and strengthens Meesho's e-commerce ecosystem.
- Value
- ₹186.7 Cr
Meesho Annual General Meeting
Meesho seeks postal ballot approval, with voting closing 08-Dec-2026, to appoint Sudhir Sitapati as Independent Director. The resolution also covers ₹1 Crore annual remuneration.
Meesho Employee Stock Options
Meesho allotted 21,43,590 equity shares to employees on exercise of ESOP 2024 options. No exercise price or consideration is disclosed in the filing.
Meesho Merger & Restructuring Worth ₹15 Cr
Meesho will incorporate a wholly owned financial services subsidiary with an initial investment of up to Rs.15 Crore. The subsidiary has not yet commenced business.
- Value
- ₹15.00 Cr
Meesho Acquisition Worth ₹50 Cr
Meesho approved up to Rs.50 Crore further investment in Retail Pulse Labs, payable in tranches. It follows the Kirana Club acquisition, making RPLPL a step-down subsidiary.
- Value
- ₹50.00 Cr
- Execution
- Within 1 year from the closing of the first tranche of the original acquisition
Meesho Acquisition Worth ₹18.74 Cr
Meesho will acquire a further stake in Retail Pulse Labs for ₹18.74 Crore cash. The step-down deal depends on completing the first Kirana Club tranche.
- Value
- ₹18.74 Cr