Meesho Limited share price

NSE: MEESHO · ISIN INE0VDM01015

Key numbers

Market cap
₹ 1,00,440 Cr
Current price
₹ 217.06
52-week high / low
₹ 254 / 126
Stock P/E
-
Book value
₹ 9.5
Dividend yield
0.00%
ROCE
-40.3%
ROE
-46.6%
Debt to equity
0.01
Sales growth (3 yrs)
30.1%
Profit growth (3 yrs)
-
1-year return
-

About Meesho Limited

Meesho Limited operates an e-commerce marketplace in India. It operates in two segments, Marketplace and New Initiatives. The company operates Meesho, an online platform that connects consumers, sellers, logistics partners, and content creators; displays ads; and provides logistics services comprising order management, order pickup, transportation, and delivery. It also provides digital financial and AI agentic services. The company was incorporated in 2015 and is based in Bengaluru, India. Meesho Limited operates as a subsidiary of Meesho Inc.

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales2,5043,0743,5183,5313,713
Operating profit-264-395-539-255-225
Net profit-289-411-491-166-133
EPS (₹)-0.64--1.14-0.36-0.28

Concall summary (2026-07-28)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • So going forward, you can anticipate the same thing.
  • So we expect to kind of keep growing at very healthy levels and all the key levers, be it annual transact, user base growing, frequency growing, growth across categories, we expect to kind of keep seeing that even in the future.

Growth & demand

  • It's substantial part of our business, so it's not insignificant, and we anticipate that this should be a large part of our growth story over the next three, five, maybe even longer years.
  • So if you look at overall the annual frequency with a 29% ADU growth still continued to go up by about 9% year -on-year.

Margins & costs

  • At one level, we are seeing a fuel price increase, cost inflation rising, and on the other hand, you guys are taking initiatives like investing in sorters, locker delivery, and even your shareholder's letter did mention about an improvement in RTO.
  • There is, inflation in the freight cost which pretty much impacts every industry and we have seen companies taking up prices.

Capex & expansion

  • So we believe that like having larger number of merchants, larger share of merchants of all kinds of, all sizes is very, very important for having the right levels of monetization in the long run, which is why we will keep investing in this now as well as in the future.

Risks & challenges

  • During the course of a year as we kind of keep passing on efficiencies, the baseline AOV decline should be about 5% year-on-year.
  • I think if I look at the last quarter, AOV declined by about 2% year-on-year.

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