Meesho Limited has informed the Exchange about
MEESHO · price
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Meesho Limited reported strong Q4 FY26 results with Net Merchandise Value (NMV) of ₹11,371 Crores, up 43% year-over-year, driven by 717 million orders. The company narrowed losses by approximately 66% as contribution margin recovered to 4.0% of NMV and Adjusted EBITDA improved by 245 basis points sequentially to -1.7% of NMV. For full year FY26, Meesho grew to 264 million annual transacting users (33% YoY growth) with 2.67 billion orders (45% YoY growth) and annual NMV of ₹41,560 Crores (39% YoY). The margin recovery was driven by logistics cost normalization, AI-powered network optimization, and operating efficiencies. Meesho Mall grew 82% YoY while Content Commerce surged 105% YoY in Q4.
The sharp recovery in margins and narrowing of losses indicate improving unit economics and operational efficiency, which is positive for investors concerned about profitability. The continued strong growth in users and orders suggests sustained market expansion despite intense e-commerce competition.