Meesho to Host Q4 FY26 Earnings Call

Meesho Limited will host an Investor/Analyst Conference Call to discuss its financial results for the fourth quarter of fiscal year 2026 (Q4 FY26). The virtual event is scheduled for Wednesday, May 6, 2026, beginning at 7:15 p.m. IST. The call will provide management with a platform to detail the company's performance and outlook.

Company Background and Recent Developments

Meesho, an Indian e-commerce company founded in 2015, connects sellers and customers across categories like fashion and home goods. The company achieved unicorn status in 2021 and is preparing for an Initial Public Offering (IPO) by 2026. Recent operational updates show strong user growth, with the annual transacting user base exceeding 250 million in Q3 FY26. However, Meesho has also faced regulatory matters, including a significant tax demand of nearly ₹1,500 crore for FY22-23 concerning alleged income under-reporting. The company previously received notices for non-compliance with metrology rules, and a Delhi High Court order in March 2024 mandated clearer seller information display.

Q3 FY26 Performance Highlights

For the quarter ended December 31, 2025 (Q3 FY26), Meesho reported consolidated revenue from operations of ₹35,175.98 million and a consolidated net loss of ₹4,906.75 million. The Net Merchandise Value (NMV) for Q3 FY26 was INR 10,995 crore, marking a 26% year-over-year increase. As of December 31, 2025, the company's annual transacting user base reached 251 million, up 34% year-over-year.

Call Focus and Outlook

During the conference call, management is expected to provide details on revenue growth drivers, cost management, and the company's path to profitability. Investors will look for commentary on the FY27 outlook and any updates on the IPO progress. Ongoing issues, such as the tax demand and compliance matters, alongside intense market competition, will be factors in assessing the company's strategy and future prospects.