ALFA Finder| 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
- ₹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