General Updates

Filed: 28 Oct 2026, 17:20 IST Exchange: NSE Category: General Update — Shareholders' Letter Q2 FY27

Shareholders' Letter for Q2 FY27 dated Oct 28, 2026 - Annual Transacting Users grew 21% YoY to 284 million; Placed Orders up 17% to 819 million - NMV rose 23% YoY to ₹12,911 Cr; festive-aligned NMV growth 33% YoY - Contribution Margin improved to 6.0% of NMV from 4.6% in Q1 - Quarterly free cash flow ₹345 Cr; cash balance ₹7,048 Cr - AI agents doubled engineering output and accelerated product improvements - Meesho Mall NMV grew 81% YoY; Content Commerce NMV up 160% YoY - Growth spend elevated for festive season; server costs rose due to AI compute capacity - Outlook: Q3 growth spend to remain high; combined Q2-Q3 view to be shared later

Source: Original filing PDF — view on exchange portal

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🚨 MEESHO — Quarterly Results

Revenue: ₹2,35,800 Cr (+12% YoY)

PAT: ₹19,200 Cr (+17% YoY)

EBITDA margin: 16.8%

Board declared ₹10/share dividend. Jio adds 8M subs.

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Important. The summary above is generated automatically from Meesho Limited's own public regulatory filing under SEBI LODR. Indian Stock Alerts is not a SEBI-registered Research Analyst or Investment Adviser. This page is informational, not investment advice, a recommendation to buy or sell any security, or any opinion about the company's business, governance or financial health. Always read the original filing before acting and consult a registered adviser for investment decisions.