UBS Raises Estimates for Meesho, Citing Margin Improvement and Growth
- Reports
- 2
- Developments
- 2
- Repetition
- 50%
New informationRepeats or wire copies
What happened
UBS raised its target price for Meesho stock on September 22, 2026, following a review of the platform's cost management drivers. The brokerage increased its net merchandise value estimates for FY29-FY31 by 7-18%, along with contribution profit and EBITDA estimates raised by 20-40%.
From indiatimes.com, livemint.com
Why it matters
The increased estimates reflect UBS's expectation of a stronger medium-term margin trajectory, supported by improving advertising monetization and logistics economics. Logistics costs have declined from Rs 44 in Q3FY26 to Rs 42 in Q1FY27, allowing Meesho to rebuild its logistics margin from 1.5% to 2.5% over the next 2-3 quarters.
From indiatimes.com, livemint.com
Who's involved
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Kuwait Investment AuthoritySpeculative
The Kuwait Investment Authority might see an increase in valuation due to positive analyst estimates on Meesho's future earnings
How it developed
Newest first. Tap a step to see who reported it.- UBS raised its target price on Meesho stock on September 22, 2026.Sub-event
UBS analysts are tracking Meesho's cost management drivers.1 source