MEESHO

Meesho Limited announced a schedule of physical meetings with institutional investors on June 01, June 02, and June 05, 2026. Discussions will be based on publicly available information, and no unpublished price sensitive information is proposed to be shared. The company acknowledged and regretted an inadvertent delay in submitting the intimation within the prescribed timeline.

Meesho Limited announced the allotment of 52,48,913 equity shares of face value Re. 1/- each to eligible employees under its ESOP 2024 Plan, approved on May 19, 2026. This increases the company's issued, subscribed, and paid-up equity share capital from Rs. 4,58,74,47,858 to Rs. 4,59,26,96,771.

Meesho Limited announced its participation in investor/analyst meets on May 18, 2026, for one-on-one/group meetings, and May 19, 2026, for a non-deal roadshow (group meeting). Both events will be physical meetings. The company stated that discussions will be based on publicly available information and no unpublished price sensitive information will be shared.

Meesho Limited reported a strong Q4 FY'26, with management noting a "great set of results." While no specific EBITDA guidance was provided, LTM Free Cash Flow is expected to keep improving. The company saw its annual transacting user base grow 33% YoY, with significant potential remaining given India's low online penetration. Strategic focus includes aggressive investment in acquiring rural customers (aided by AI like Vaani reducing CAC), scaling Meesho Mall for value brands, and continued automation in logistics through Valmo to improve cost efficiencies. First-year user frequency has almost doubled in three years. Ad revenues are on an "upward journey" with industry-best ROAS and 40% YoY growth in seller adoption. The NMV to GMV ratio was 58.8% for FY26.

Meesho Limited has invested approximately Rs. 100 Crores in its subsidiary, Meesho Payments Private Limited (MPPL), by subscribing to 30,58,103 equity shares through a rights issue, allotted on May 08, 2026. This strategic investment aims to bolster MPPL's business as a Lending Service Provider, enhancing its capabilities, scaling operations, and supporting overall growth and expansion. MPPL's turnover for FY26 was Rs. 11.05 Crores with a net loss of Rs. 24.72 Crores. The company retains 99.99% shareholding.

Meesho Limited announced an Investors/Analysts Meet (Non-Deal Roadshow and Group Meeting) on Wednesday, May 13, 2026, from 10:15 a.m. to 11:45 a.m. (IST) in Singapore. The physical meeting will involve discussions based on publicly available information, with no unpublished price sensitive information to be shared.

Meesho Limited announced on May 06, 2026, that the audio recording of its Earnings Conference Call for Q4 FY 2025-26, which was held on the same date, has been made available on the Company's investor relations website. The recording can be accessed via the provided link.

Meesho Limited notified stock exchanges on May 06, 2026, about the upload of Key Performance Indicators (KPIs) on its investor website under the 'quarterly-results' tab. The KPIs, defined in the prospectus dated December 05, 2025, are disclosed as per SEBI ICDR and Listing Regulations.

For Q4 FY26, Meesho reported NMV of ₹11,371 Cr (▲43% YoY). Losses significantly narrowed by approximately 66%. Adjusted EBITDA (Marketplace) improved to -1.7% of NMV, with a 245 bps QoQ margin expansion.

Meesho Limited's Q4 FY26 Shareholders' Letter highlights its strategic shift to an AI-first operating model, with over 70% of its code now AI-generated, significantly accelerating product development and reliability. The AI-driven PRISM recommendation system has improved conversion by 15% and reduced new product listing time-to-traction by 27%. The company also launched Vaani, a voice AI shopping agent, which engaged 1.5 million consumers in its first month and boosted conversion by 22% for adopters, aiming to capture India's voice-first internet users.

Meesho Limited's Board of Directors, in a meeting held on May 06, 2026, approved the Audited Financial Results (Standalone and Consolidated) for the quarter and financial year ended March 31, 2026. Additionally, the Board approved a further investment of up to Rs. 100 Crores in its subsidiary, Meesho Payments Private Limited (MPPL), a Lending Service Provider. MPPL reported a turnover of Rs. 11.0465 Crores and a net loss of Rs. 24.7167 Crores for FY26. The investment aims to support MPPL's overall business operations, growth, and operational efficiency, with completion by July 30, 2026.

Meesho Limited's Board of Directors approved the Audited Financial Results (Standalone and Consolidated) for the quarter and financial year ended March 31, 2026, during a meeting held on May 06, 2026. Additionally, the Board approved a further investment of up to Rs. 100 Crores in its subsidiary, Meesho Payments Private Limited (MPPL). MPPL, a Lending Service Provider, reported a turnover of Rs. 1,104.65 lakhs and a net loss of Rs. 2,471.67 lakhs for FY26. This investment aims to support MPPL's overall business operations, growth, and meet regulatory requirements.

Consolidated Revenue ₹3,531.21Cr vs ₹2,399.98Cr (▲47.13% YoY), EBITDA Loss ₹254.84Cr vs ₹1,515.56Cr (Loss reduced by ▲83.18% YoY), PAT Loss ₹166.35Cr vs ₹1,391.38Cr (Loss reduced by ▲88.04% YoY). EBITDA Margin -7.22% vs -63.15% (▲5593bps expansion). The Board also approved further investment up to ₹100 Crores in its subsidiary, Meesho Payments Private Limited.