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Meesho Limited Q1 FY27 earnings call summary

NSE: MEESHO · BSE: 544632

Earnings call of 23 Jul 2026, summarised by AI from the filing.

Meesho reported cost per delivered order down by about a rupee sequentially and guided to 25% CAGR NMV growth over the next five years.

Key takeaways

  1. Cost per order Cost per delivered order came down by about a rupee versus the previous quarter despite fuel and wage hikes.
  2. Long-term guidance Management guides 25% CAGR NMV growth over the next five years, higher in initial years and lower later.
  3. Seasonality Diwali shifted to November, so annual sale starts in October; Q2 and Q3 combined will look similar to the trajectory.
  4. Meesho Mall Meesho Mall grows faster than the overall platform and is expected to be a large part of growth over the next three to five years.
  5. Competition Competitive intensity remains high and is expected to stay high.

Original filing on BSE

Meesho Limited Q1 FY27 results

As filed: Revenue ₹3,713 cr, EBITDA −₹225 cr, PAT −₹133 cr, EBITDA margin -6.1%.

Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹3,713 cr). Scored once a year-earlier consolidated quarter exists.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹3,531 cr, EBITDA −₹255 cr, PAT −₹166 cr, EBITDA margin -7.2%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹3,531 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −15.5% in 30 days (Nifty 500: −2.9%).
  • Q3 FY26: Revenue ₹3,518 cr, EBITDA −₹539 cr, PAT −₹491 cr, EBITDA margin -15.3%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹3,518 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −3.3% in 28 days (Nifty 500: +0.4%).

Past price moves after results do not indicate future moves. Not a recommendation.

Meesho Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.