Meesho
MAINBOARD
Listed
Price Band
₹105 - ₹111
Lot Size
135 Shares
Issue Size
₹4,250.00 Cr
Fresh Issue
₹2,975.00 Cr
OFS
₹1,275.00 Cr
Registrar
KFin Technologies Limited
AI Sentiment Score
Listing Price
₹163.00
vs Issue: ₹111 (+46.85%)
📅 IPO Timeline
✓
Open
Dec 3, 2025
✓
Close
Dec 5, 2025
✓
Allotment
Dec 8, 2025
✓
Refund
Dec 9, 2025
✓
Demat
Dec 9, 2025
✓
Listing
Dec 10, 2025
📈 Grey Market Premium (GMP) Trendline
Daily consensus GMP movement (₹) recorded across market sources
✨ AI Analysis & Prediction
🔒 Final Reconciled Estimate
Locked post-listing with actual debut performance
Meesho displays an established operational footprint with expanding revenue streams (30.1% CAGR) and a defensible value proposition.
💪 Strengths
- Demonstrated operational revenue trajectory with resilient top-line growth (30.1% CAGR).
- Established customer relationships and market position across target industry sectors.
- Sound operational capital returns with Return on Capital Employed (ROCE) at -40.0%.
⚠️ Weaknesses
- Exposure to input cost fluctuations and broader macroeconomic supply chain cycles.
- Working capital requirements to support continuous capacity expansion.
- Competitive landscape from both established incumbents and specialized regional players.
🚀 Opportunities
- Industry tailwinds from rising domestic capex and infrastructure spending.
- Operating leverage potential allowing margin expansion as manufacturing utilization rises.
- Geographic diversification and entry into higher-margin specialized product lines.
🛡️ Threats
- Sectoral regulatory shifts and evolving statutory compliance requirements.
- Aggressive pricing actions by domestic competitors impacting gross margins.
- Broader market equity volatility and liquidity fluctuations.
📊 Financial Overview & Growth Trajectory
Multi-year operational scale & net profitability trajectory
| Metric | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue (₹ Cr) | Rs 5,735.00 Cr | Rs 7,615.00 Cr | Rs 9,390.00 Cr | Rs 12,626.00 Cr |
| Net Profit / PAT (₹ Cr) | Rs -1,675.00 Cr | Rs -328.00 Cr | Rs -3,942.00 Cr | Rs -1,358.00 Cr |
| EBITDA / Op. Profit (₹ Cr) | Rs -1,799.00 Cr | Rs -494.00 Cr | Rs -578.00 Cr | Rs -1,485.00 Cr |
| Borrowings (₹ Cr) | Rs 0.00 Cr | Rs 72.00 Cr | Rs 58.00 Cr | Rs 63.00 Cr |
| Total Assets (₹ Cr) | Rs 3,553.00 Cr | Rs 4,161.00 Cr | Rs 7,226.00 Cr | Rs 7,907.00 Cr |
| ROE % | 0.00% | 0.00% | 0.00% | 0.00% |
| ROCE % | -40.00% | -40.00% | -40.00% | -40.00% |
| Debt / Equity | 0.00 | 0.00 | 0.00 | 0.00 |
Debt/Equity
0.01
📋 Live Subscription Status
QIB
120.18x
NII
41.77x
Retail
19.08x
Total
79.03x
🎯 Retail Allotment Probability
5.2% Odds
1 in 19.1 chance (~5.2% probability per PAN)
SEBI Rule: Under SEBI lottery allotment rules, applying for multiple lots under Retail does NOT increase your lottery odds. All valid retail applicants have identical 1-lot odds per PAN.
Updated: Sep 12, 2026 2:34 PM
💼 Issue Structure & Reservation Quota
Capital Structure
₹4,250.0 Cr
Issue Size
Fresh (70%)
OFS (30%)
Reservation Quota
100%
Allocation
QIB (50%)
NII (15%)
Retail (35%)
QIB
50.00%
Retail
35.00%
NII
15.00%
🔗 Important Links & Lead Managers
- SEBI Filings (DRHP)View on SEBI →
- SEBI Filings (RHP)View on SEBI →
Disclaimer: The information provided on this page is for educational and informational purposes only and does not constitute financial advice. IPO investments are subject to market risks. AI-generated analysis is based on publicly available data and may not be accurate. Grey Market Premium (GMP) is unofficial and highly speculative. Always consult a qualified financial advisor and read the DRHP/RHP carefully before making investment decisions.