Meesho Limited Q4 FY26 earnings call summary

Earnings call of 6 May 2026, summarised by AI from the filing.

Meesho Q4 FY26 contribution margin exit rate at 4%, with one-time logistics headwinds behind and slower margin improvement guided.

Key takeaways

1. Guidance Contribution margin improvement to be slower than Q3-Q4, driven by ad revenue and fulfillment margin restoration.
2. Driver Ad revenue uptake and rural customer acquisition via Vaani voice agent reducing CAC.

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

• Q1 FY27: Earnings call (23 Jul 2026)
• Q4 FY26: Earnings call (6 May 2026), Results press release (6 May 2026)
• Q3 FY26: Earnings call (30 Jan 2026), Results press release (30 Jan 2026)