Meesho gained for a second straight session on likely MSCI inclusion/higher weightage and a positive Jefferies note after management meeting

Tue 6 Oct 2026

Two-session stock gain

over 10 percent

PE stake reduction

8.6 percentage points

Expected MSCI inflow

240 million US dollar

NMV growth guidance

25 percent CAGR

Meesho Mall YoY growth

nearly 90 percent

Heard on business television between 14:38:03 - 14:41:03 IST.

• Stock gained more than 10% over the last couple of trading sessions.
• Shareholding data showed private equity stake down nearly 8.6 percentage points, raising free float and chance of MSCI standard index inclusion/higher weightage in November 2026 rebalancing; analysts expect flows of about $240 million, four to five times average daily volume.
• Jefferies met management: guided 25% CAGR growth in net merchandise value over next five years, cash flow positive within a few quarters, EBITDA breakeven shortly after.
• Management said competitive intensity remains manageable and Meesho Mall growing nearly 90% YoY.
• Analyst ratings split roughly 53% buy vs 47% hold/sell; consensus target price of ₹209 implies about 30% downside from current levels.

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