Meesho Q1 FY27: NMV up 34%, contribution margin hits 4.6% since listing

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

MEESHO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-2.9%1-day move

₹188.35

prior close

₹188.30

base price

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AI summary

Meesho reported Q1 FY27 results. NMV grew 34% YoY to 11,614 crore rupees, marketplace revenue rose 48% to 3,707 crore. Contribution margin hit 4.6%, up 54 bps QoQ and the strongest since listing. Marketplace Adjusted EBITDA improved to minus 1.2% of NMV. LTM free cash flow loss narrowed about 15% to minus 537 crore. Annual transacting users rose 29% to 274 million. Cash balance stood at 6,521 crore rupees.

Likely market impact

Strong growth and improving margins show strengthening unit economics. Healthy cash pile supports continued investment. Positive for stock sentiment.