View ValuationMeesho 향후 성장Future 기준 점검 6/6Meesho (는) 각각 연간 75.7% 및 20.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 107.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.8% 로 예상됩니다.핵심 정보75.7%이익 성장률107.63%EPS 성장률Multiline Retail 이익 성장25.6%매출 성장률20.2%향후 자기자본이익률21.81%애널리스트 커버리지Good마지막 업데이트18 Aug 2026최근 향후 성장 업데이트Breakeven Date Change • May 16Forecast to breakeven in 2028The 10 analysts covering Meesho expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹8.48b in 2028. Average annual earnings growth of 98% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updates공고 • 7hMeesho Limited, Annual General Meeting, Sep 18, 2026Meesho Limited, Annual General Meeting, Sep 18, 2026, at 12:00 Indian Standard Time.Reported Earnings • Jul 24First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: ₹0.28 loss per share (improved from ₹0.68 loss in 1Q 2026). Revenue: ₹38.3b (up 53% from 1Q 2026). Net loss: ₹1.33b (loss narrowed 54% from 1Q 2026). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Multiline Retail industry in Asia.Buy Or Sell Opportunity • Jul 21Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to ₹192. The fair value is estimated to be ₹155, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 35% in a year. Earnings are forecast to grow by 70% in the next year.공고 • Jul 16Meesho Limited to Report Q1, 2027 Results on Jul 23, 2026Meesho Limited announced that they will report Q1, 2027 results on Jul 23, 2026Buy Or Sell Opportunity • Jul 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ₹190. The fair value is estimated to be ₹158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 35% in a year. Earnings are forecast to grow by 70% in the next year.Breakeven Date Change • May 16Forecast to breakeven in 2028The 10 analysts covering Meesho expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹8.48b in 2028. Average annual earnings growth of 98% is required to achieve expected profit on schedule.Reported Earnings • May 07Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: ₹3.11 loss per share (improved from ₹9.98 loss in FY 2025). Revenue: ₹131.0b (up 40% from FY 2025). Net loss: ₹13.6b (loss narrowed 66% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Multiline Retail industry in Asia.New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.New Risk • Feb 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹4.7b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₹4.7b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change).Reported Earnings • Jan 31Third quarter 2026 earnings releasedThird quarter 2026 results: ₹1.14 loss per share. Net loss: ₹4.91b (flat on 3Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Asia.공고 • Jan 21Meesho Limited to Report Q3, 2026 Results on Jan 30, 2026Meesho Limited announced that they will report Q3, 2026 results on Jan 30, 2026Board Change • Dec 12High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Rohit Bhagat was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측BSE:544632 - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029277,62618,17520,498N/A133/31/2028223,3836,9578,645N/A143/31/2027175,676-3,8671,996N/A136/30/2026138,353-12,012N/AN/AN/A3/31/2026126,263-13,577-39,764-38,753N/A12/31/2025114,951-25,828N/AN/AN/A9/30/2025106,562-21,295-4,748-4,468N/A6/30/202597,381-29,746-8,207-7,969N/A3/31/202593,899-39,4175,1655,394N/A3/31/202476,149-3,0501,9672,319N/A3/31/202357,353-16,750-23,405-23,025N/A3/31/202232,331-32,478-21,455-21,127N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 544632 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(6.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 544632 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 544632 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 544632 의 수익(연간 20.2%)이 Indian 시장(연간 11.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 544632 의 수익(연간 20.2%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 544632의 자본 수익률은 3년 후 21.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/24 00:24종가2026/08/24 00:00수익2026/06/30연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Meesho Limited는 16명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gaurav MalhotraAxis Capital LimitedSachin SalgaonkarBofA Global ResearchKunal BajajChoice Equity Broking Private Limited13명의 분석가 더 보기
Breakeven Date Change • May 16Forecast to breakeven in 2028The 10 analysts covering Meesho expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹8.48b in 2028. Average annual earnings growth of 98% is required to achieve expected profit on schedule.
공고 • 7hMeesho Limited, Annual General Meeting, Sep 18, 2026Meesho Limited, Annual General Meeting, Sep 18, 2026, at 12:00 Indian Standard Time.
Reported Earnings • Jul 24First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: ₹0.28 loss per share (improved from ₹0.68 loss in 1Q 2026). Revenue: ₹38.3b (up 53% from 1Q 2026). Net loss: ₹1.33b (loss narrowed 54% from 1Q 2026). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Multiline Retail industry in Asia.
Buy Or Sell Opportunity • Jul 21Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to ₹192. The fair value is estimated to be ₹155, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 35% in a year. Earnings are forecast to grow by 70% in the next year.
공고 • Jul 16Meesho Limited to Report Q1, 2027 Results on Jul 23, 2026Meesho Limited announced that they will report Q1, 2027 results on Jul 23, 2026
Buy Or Sell Opportunity • Jul 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ₹190. The fair value is estimated to be ₹158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 35% in a year. Earnings are forecast to grow by 70% in the next year.
Breakeven Date Change • May 16Forecast to breakeven in 2028The 10 analysts covering Meesho expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹8.48b in 2028. Average annual earnings growth of 98% is required to achieve expected profit on schedule.
Reported Earnings • May 07Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: ₹3.11 loss per share (improved from ₹9.98 loss in FY 2025). Revenue: ₹131.0b (up 40% from FY 2025). Net loss: ₹13.6b (loss narrowed 66% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Multiline Retail industry in Asia.
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
New Risk • Feb 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹4.7b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₹4.7b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change).
Reported Earnings • Jan 31Third quarter 2026 earnings releasedThird quarter 2026 results: ₹1.14 loss per share. Net loss: ₹4.91b (flat on 3Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Asia.
공고 • Jan 21Meesho Limited to Report Q3, 2026 Results on Jan 30, 2026Meesho Limited announced that they will report Q3, 2026 results on Jan 30, 2026
Board Change • Dec 12High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Rohit Bhagat was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.