Whalesbook
Arre bhaiyo, Fidelity Investments ne Meesho mein apna **1.31%** stake bech diya hai, lagbhag **₹988 crore** mein. Ye tab hua jab pre-IPO investors ka 6 mahine ka lock-in period khatam hua. Itne saare shares market mein aane ke baad bhi, Meesho ka stock girne ki bajaye stable raha, kyunki analysts ne is par bharosa dikhaya hai.
Institutional Investors Ka Exit Plan
Fidelity Investments ne apne affiliates FID FDI 2117 LLC aur FID FDI 312 LLC ke through, Meesho ke 5.98 crore se zyada shares beche hain. Ye deal Wednesday ko hui aur isse company ko lagbhag ₹988 crore mile. Share ka price ₹165.18 se ₹165.21 ke beech raha. Ye selling isliye hui kyunki 9 June 2026 ko 6 mahine ka lock-in period khatam ho gaya tha, jiski wajah se lagbhag 68% pre-IPO shares ab market mein trade ho sakte hain.
Market Ka Jazba Aur Analysts Ka Support
Bade sell-off ke bawajood, Meesho ke stock ne surprising stability dikhai. Stock mein zyada volatility nahi aayi aur finally ₹166.16 par close hua. Isko support mila Jefferies ki taraf se, jinhone is stock par 'Buy' rating di hai aur ₹225 ka target price set kiya hai. Market ab company ke badhte revenue aur kam hote losses par focus kar raha hai, jo institutional selling pressure ko outweigh kar rahe hain.
Bear Case Aur Future Ke Risks
Halanki stock ne rally dikhai hai, par abhi bhi risks hain. Meesho ka net loss March 31 tak ₹166.34 crore ho gaya hai, par sustainable profit tak pahunchna abhi bhi mushkil hai. Investors ko yaad rakhna chahiye ki listing se pehle iski valuation mein kaafi kami aayi thi. India ke e-commerce sector mein customer acquisition cost aur zero-commission model ko maintain karne ki wajah se margin par pressure rehta hai. Promoter holding bhi lagbhag 16.6% hai, isliye company ko institutional investors ka support maintain karna hoga.
Aage Kya Ho Sakta Hai?
Meesho ab growth ke saath operational efficiency par bhi focus kar raha hai. Board ne ₹100 crore ka naya investment payments subsidiary mein karne ka approval diya hai, jisse company apne transactions par zyada margin kama sakti hai. Analysts abhi bhi cautiously optimistic hain, iska bada user base (264 million Indians) ek major factor hai. Long-term investors dekhenge ki company apna revenue growth kaise maintain karti hai aur losses kaise kam karti hai.