Meesho Ltd – IPO Overview

Company Overview:

Founded in 2015, Meesho Limited is a multi-sided e-commerce platform that connects consumers, sellers, logistics partners, and content creators. Operating under the brand “Meesho”, the company focuses on providing affordable products to consumers while offering sellers a low-cost, scalable, and technology-driven marketplace.

Business Segments:

1. Marketplace

Meesho’s primary business is its technology-enabled marketplace that facilitates transactions across its ecosystem. The company earns revenue through order fulfilment services, advertising solutions, seller insights, and value-added services.

2. New Initiatives

This includes a low-cost logistics network for daily essentials and a digital financial services platform supporting both consumers and sellers.

Operational Scale (as of June 30, 2025):

• 213 million annual transacting users

• Nearly 2 billion orders processed in the last twelve months

Objectives of IPO:

1. Investment for cloud infrastructure in MTPL (Subsidiary) 1390 Crs

2. Salaries for ML, AI & technology teams for development at MTPL 480 Crs

3. Investment in MTPL for marketing and brand initiatives 1020 Crs

4. Funding inorganic growth and general corporate purposes 1360 Crs Meesho IPO: Key Details

• IPO Dates: 3 – 5 Dec 2025

• Price Band: ₹105 to ₹111 per share

• Lot Size: 135 shares

• Total Issue Size: ₹5421 Cr

• Fresh Issue: ₹4250 Cr

• Offer for Sale: ₹1171 Cr

• Retail Quota: 10%

• GMP (Informational Only): 40%

Allotment Link

Strengths:

• A leading value-focused e-commerce platform with the largest user base in India

• Highly scalable, asset-light business model supported by advanced data and AI capabilities

• Zero-commission structure enabling sellers to price competitively while maintaining margins

• Efficient logistics network (Valmo) that reduces delivery costs and improves service quality

• Strong AI-driven personalization, fraud detection, and risk management systems

Risks:

• Strong competition from major Indian and international e-commerce players

• Heavy dependence on small and fragmented sellers, which may impact product quality

• Higher share of cash-on-delivery orders, affecting cash flow efficiency

• Regulatory uncertainties related to e-commerce, foreign investment, and data protection

• Risks of counterfeit products and reputational challenges impacting customer trust

DISCLAIMER: No financial information whatsoever published anywhere here should be construed as an offer to buy or sell securities, or as advice to do so in any way whatsoever. All matters published here are purely for educational and information purposes only and under no circumstances should be used for making investment decisions. Readers must consult a qualified financial advisor before making any actual investment decisions, based on the information published here. Any reader making decisions based on any information published here does so entirely at their own risk. Investors should bear in mind that any investment in the stock market is subject to unpredictable market-related risks. The author has no plans to invest in this offer and also the author does not recommend investing in any offer published on this website.