₹209.98
+0.13% today
· 30d +12.8%
as of 2026-09-04
Price · Daily Candles
“Meesho's Q4 losses deepen despite 27.53% annual revenue jump as DIIs increase stake.”
Meesho, an Internet Retail player, reported a significant net loss of ₹166 Cr in Q4 2026, contributing to an annual loss of ₹1358 Cr despite 27.53% YoY revenue growth to ₹12626 Cr. High cash burn results in a negative FCF of ₹-3976 Cr and RoCE of -36.0%. ML predictions for sales growth are strong, but FCF growth remains weak.
BULL CASE
+Annual revenue surged by 27.53% YoY to ₹12626 Cr in FY26, indicating strong top-line expansion.
+Meesho exhibits robust 5-year revenue CAGR of 73.94% as of March 2026.
+DIIs increased their stake by 0.27% QoQ, holding 5.55% of the company as of March 2026.
+ML predictions show a strong rank of 0.742 for sales growth (1-year recent 2-year horizon).
BEAR CASE
−The company reported a substantial Q4 net loss of ₹166 Cr and an annual net loss of ₹1358 Cr for FY26.
−Operating profit margin (OPM) is currently negative at -3.81% in Q4 2026.
−Meesho is free-cash-flow negative at ₹-3976 Cr, with a negative FCF yield of -4.48% for FY26.
−Return on Capital Employed (RoCE) stands at a significant -36.0%, indicating inefficient capital deployment.
−ML predictions for FCF growth show a weak rank of 0.0 for 1-year recent 2-year horizon.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹3713 Cr
NET PROFIT
₹-133 Cr
OPM
-2.9%
EPS
₹-0.28
Intrinsic value · DCF: N/A — Company is currently free-cash-flow negative (-4.1% of mktcap). DCF assumes a going concern generating positive cash flow; a meaningful intrinsic value can only be computed once FCF turns positive. Use the Strategy Fit and ML sections instead.
◇ Sector Position
Meesho's negative RoCE of -36.0% contrasts sharply with peers like NYKAA (27.6%) and ETERNAL (5.31%), and it remains unprofitable, unlike peers with substantial PE ratios such as NYKAA (1154.2) and ETERNAL (628.43).
PEERPEROCE %
MEESHO—-36.0
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ML Forward Growth Predictions 🔒
55
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
—
—
Valuation
—
—
Growth
STRONG
76
Profitability
LOW
5
Technicals
STRONG
70
Risk
LOW
70
Key Stats
P/B
20.35
52W HIGH
₹254.4
OFF HIGH
-17.46%
MKT CAP
₹96582 Cr
◉ Active Signals
MACDBullish0.3585
RSI(14)Bullish64.3
Street Consensus
10 analysts₹204.1
mean target
Low ₹180.0Now ₹209.98High ₹226.0
⧉ Strategy Fit 🔒