MEESHO · Meesho Ltd · Software & Programming
MEESHO · Meesho Ltd · Software & Programming
As of 05 Nov close
Price chartDaily closes on the stock page.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Full signal detail →Fundamentals as of 16 Oct 2026
Revenue (latest Q)
₹3,713 Cr
Revenue YoY
PAT YoY
+54.1%
Operating margin
Revenue, last 7 quarters
P/E (TTM)
P/B
24.4
P/S (TTM)
7.5
Sector P/E
7.5
Dividend yield
0.0%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| MEESHO (this stock) | Not meaningful (earnings negative over the last 12 months) | 24.4 | -8.7% | -27.4% | 0.01 | 0.0% |
| Tata Consultancy Services | 17.9 | 8.7 | +18.1% | +48.0% | 8.93 | +2.9% |
| Infosys | 13.5 | 6.1 | +16.4% | +33.2% | 0.1 | +4.6% |
| HCL Technologies | 16.7 | 7.4 | +13.0% | +23.2% | 0.07 | +5.0% |
Promoter
falling 3q
FII
rising 2q
MF
11.68% (+3.53pp)
rising 3q
Insider trades
No insider trades in the last 12 months.
Bulk/block deals
| date | canonicalSymbol | buy quantity | buyer count | deal strength | deal types present |
|---|---|---|---|---|---|
| 2026-09-03 | MEESHO | 0 | 0 | STRONG | BULK |
| 2026-08-04 | MEESHO | 0 | 0 | STRONG | BULK |
| 2026-06-10 | MEESHO | 0 | 0 | STRONG | BULK |
News timeline
- unknowninc42.com· 01 Nov 2026, 05:00 pmMeesho’s Next Monetisation Engines
- loweconomictimes.indiatimes.com· 30 Oct 2026, 09:19 amHero MotoCorp among 4 stocks that closed below VWAP - Trend Watch
- loweconomictimes.indiatimes.com· 29 Oct 2026, 06:00 amStocks in news: Jio Platforms, RIL, Hero MotoCorp, Meesho, TVS Motor, Vedanta Aluminium and Suzlon Energy
- mediumbusiness-standard.com· 23 Oct 2026, 01:34 pmMSCI India rejig: JM Financial sees 3 inclusions, 2 exits & $1.4 bn inflows
- lowinc42.com· 06 Oct 2026, 01:07 pmMeesho Shares Jump Over 6% After Jefferies Retains ‘Buy’ Rating
- mediumcorporate actioninc42.com· 23 Sept 2026, 10:03 pmRPS Ventures Offloads Meesho Stake Worth About ₹900 Cr
- mediumcorporate actioneconomictimes.indiatimes.com· 24 Aug 2026, 09:14 pmY Combinator sells Meesho shares worth Rs 970 crore in block deals; Morgan Stanley, Goldman Sachs, Citigroup among buyers
- lowinc42.com· 24 Aug 2026, 08:34 pmY Combinator Offloads Meesho Shares Worth ₹970 Cr
- lowinc42.com· 04 Aug 2026, 09:44 pmElevation Capital, Peak XV Partners Sell Meesho Stock Worth ₹1,949 Cr
- lowthehindubusinessline.com· 24 Jul 2026, 04:22 pmStock Market Highlights, July 24: Sensex, Nifty decline for fifth straight session; Auto, metal stocks drag
- loweconomictimes.indiatimes.com· 24 Jul 2026, 11:03 amQ1 Results today: SBI Life, Tata Consumer, Hindustan Zinc among 86 companies to announce earnings
- lowthehindubusinessline.com· 24 Jul 2026, 10:40 amMeesho shares fall 6% despite narrower Q1 loss
Concalls & investor presentations
AI-generatedKey takeaway: The earnings conference call for Meesho Limited on July 23, 2026, featured management discussing various operational aspects and financial performance. CEO Vidit Aatrey highlighted ongoing efforts to reduce logistics costs despite rising fuel prices and minimum wages, indicating a commitment to efficiency. He noted that Meesho Mall is growing faster than the overall platform, contributing significantly to ad revenue, although specific figures were not disclosed. The acquisition of Kirana Club was described as a long-term investment aimed at enhancing service to small retailers. Management also addressed the development of a low-cost logistics network tailored for perishable goods, emphasizing its importance for future growth. CFO Dhiresh Bansal provided insights into the impact of seasonality on growth rates and the company's strategy to maintain a balance between contribution margin and growth. Overall, management expressed confidence in their growth trajectory and operational strategies.
Management provided a balanced view of operational challenges and growth strategies.
Sourced from an exchange-filed transcript, dated 28 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: The earnings conference call for Meesho Limited on May 6, 2026, featured management discussing various operational aspects and financial performance. Vidit Aatrey, the CEO, highlighted that the company does not set specific goals for the mix of in-sourcing and outsourcing logistics, focusing instead on cost efficiency. He noted that user acquisition investments would continue as long as they meet return thresholds, emphasizing the potential for growth in rural markets. Dhiresh Bansal, the CFO, mentioned that while there are no specific EBITDA guidance figures, the company anticipates improvements in free cash flow due to margin enhancements. Management also discussed the scaling of Meesho Mall to cater to a broader customer base, including affordable brands. Overall, the management conveyed a commitment to innovation and cost optimization while addressing questions from analysts regarding logistics, advertising, and seller dynamics.
Management provided a balanced overview of operational strategies and financial performance without strong emphasis on growth or challenges.
Sourced from an exchange-filed transcript, dated 12 May 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Management reported a strong performance in Q3 FY 2025-26, with the annual transacting user base surpassing 250 million, reflecting a year-on-year growth of 34%. The annual transacting seller base also grew by 81% to 846,000 sellers. Net Merchandise Value (NMV) for the quarter reached Rs. 10,995 crores, marking a 26% year-on-year increase, while the first nine months of the year saw a 37% growth in NMV. The contribution margin was reported at 2.3%, influenced by recent investments in logistics and technology. Management indicated that free cash flow for the last 12 months was Rs. 56 crores, with an overall cash balance of Rs. 7,277 crores. The earnings call included discussions on logistics optimization, advertising revenue growth, and the expansion of product categories, including Meesho Mall, which grew by 70% year-on-year. Management emphasized a focus on technology investments to enhance operational efficiency.
Management highlighted strong growth metrics and strategic investments.
Sourced from an exchange-filed transcript, dated 04 Feb 2026. Summary is RedixFi-generated and distinct from investment advice.
AI Summary of Annual Report
AI-generatedMeesho Limited, a multi-sided technology platform driving e-commerce in India, connects consumers, sellers, logistics partners, and content creators. The report highlights strategic priorities focused on expanding the consumer base, deepening affordability and accessibility, and further investing in technology and AI. The company emphasizes its commitment to making e-commerce accessible and affordable for all segments of Indian consumers, leveraging technology to reduce costs and improve platform efficiency.
- Strategic priorities include expanding the consumer base and transaction frequency by onboarding more offline sellers and reducing operational friction.
- Deepening affordability and accessibility through technology-led operating efficiencies and optimized platform operations.
- Investing in AI and technology to enhance personalization, product discovery, and transaction risk management, with a focus on India-specific AI models.
Key takeaway: Meesho is focused on expanding e-commerce accessibility in India by addressing structural barriers through technology and AI, aiming to convert latent demand into transactions by making commerce affordable and simple for all consumer segments.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
Regulatory Action (1 item)
Items of these kinds are disclosed in the filings. This is a count of disclosed items. It is not a finding about the company and its cause has not been independently established.
Regulatory Action
1 occurrenceRecent (last 12 months)
The Income Tax Authorities raised a demand of ₹14,997.38 million and initiated penalty proceedings under Sections 274 and 270A of the Income-tax Act, 1961 for AY 2023-24. The company filed a rectification request and an appeal to the National Faceless Appeal Centre, Delhi.
Routine disclosures
Contingent Liability
1 occurrenceRecent (last 12 months)
The Group has disclosed contingent liabilities of ₹20,860.98 million in respect of demands raised under the Income Tax Act.
Related-Party Transaction
1 occurrenceRecent (last 12 months)
The company has disclosed balances receivable from or payable to related parties as of March 31, 2026, including amounts with Meesho Payments Private Limited, Meesho Technologies Private Limited, Meesho Grocery Private Limited, and Valmo Transportation Private Limited.