| Management target | Revenue 25.0% 5 years |
|---|
| Margins | Logistics cost per delivered order down INR 1 sequentially. |
|---|---|
| Demand visibility | Strong growth in frequency across old and new cohorts. |
| Management confidence | High on long-term efficiency and scaling Valmo/Kirana Club. |
Growth
ADU up 29% YoY; annual frequency up 9% YoY. AOV declined 2% YoY, better than baseline 5% decline.
Outlook
Long-term guidance of 25% NMV CAGR over 5 years. Annual budget cap for new initiatives set at INR 200 Cr EBITDA.
Risks
Fuel price hikes, minimum wage increases, and high competitive intensity from large horizontal players.
Last quarter's promises, checked
Delivered
- Q4 exit rate 4% contribution margin → delivered 4% baseline (= BEAT)
- Restore fulfillment margins in FY27 → delivered INR 1 sequential cost reduction (= BEAT)
- Increase annual transacting user base 33% → delivered 29% ADU growth (= BEAT)
Partly delivered
- Stabilize AOV/Revenue per order → delivered 2% YoY decline (= PARTIAL)
Earnings Call Transcript filed with BSE, 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.
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