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Meesho’s First Post-IPO Quarter Shows Revenue Jump but Deeper Loss on Rising Costs

The update underscores a spend-to-scale push in India’s price-sensitive e-commerce market.

Overview

  • The consolidated net loss widened to 4.91 billion rupees for the quarter ended Dec. 31 from 374.3 million a year earlier.
  • Total expenses climbed 44% to 40.71 billion rupees, with higher advertising and the accelerated scaling of the Valmo logistics platform cited by the company.
  • Revenue rose nearly 32% to 35.18 billion rupees as NMV increased 26% to 109.95 billion and annual transacting users reached 251 million, up 34%.
  • Shares closed nearly 3% higher ahead of the release and are up about 7% since the Dec. 10 market debut.
  • The SoftBank RIC- and Peak XV-backed retailer targets low-priced goods without charging seller commissions in a market led by Amazon and Flipkart, supported recently by a rebound in demand tied to tax cuts and festive spending.