Intimation w.r.t press release for the audited financial results for the quarter and year ended March 31, 2026
MEESHO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Meesho Limited reported strong Q4 FY26 results with NMV of ₹11,371 crore, up ~43% YoY, driven by 717 million orders. Full-year NMV stood at ₹41,560 crore, up 39% YoY. The company narrowed losses by ~66% YoY as contribution margin recovered to 4.0% in Q4 and Adjusted EBITDA improved by 245 bps QoQ to -1.7% of NMV. Meesho reached 264 million annual transacting users with frequency rising to 10.1 transactions per user annually. AI investments including recommendation engine PRISM and voice shopping agent Vaani (1.5 million users in first month) are improving unit economics and driving new consumer adoption.
Sharp growth in NMV and narrowing losses signal improving unit economics and path to profitability, which could be positive for the stock if Meesho lists, and is constructive for investor sentiment given the margin recovery trend.