{"id":292722,"date":"2026-10-07T15:25:48","date_gmt":"2026-10-07T09:55:48","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=292722"},"modified":"2026-10-07T15:25:48","modified_gmt":"2026-10-07T09:55:48","slug":"meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/","title":{"rendered":"Meesho Share Price Up Nearly 60% in Six Months as DIIs and FPIs Raise Stake: What the September Shareholding Shows, the Content Commerce Update, UBS Target, Valuation and Whether It Is Time to Buy"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Meesho about Rs 238, up about 60% in 6 months. Sep: DII 13.60% (from 9.14%), FII 9.84% (from 5.19%). UBS Buy Rs 260. Content commerce NMV +152%.<\/em><\/p>\n<div style=\"background:#F0F9FF;border-left:4px solid #2E7D32;border-radius:6px;padding:14px 18px;margin:18px 0;\">\n<p style=\"margin:0;color:#1F4E79;font-size:14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin:8px 0 0;\">Meesho share price is up nearly 60% in six months to about Rs 238, near its 52-week high of Rs 254.65, as institutions bought: the September shareholding shows domestic institutions at 13.60% from 9.14% in June and foreign institutions at 9.84% from 5.19%, while the public stake fell to 60.18% from 69.26%. UBS raised its target to Rs 260 from Rs 210 on 22 September with a Buy, and the 6 October Q2 business update showed content commerce net merchandise value up 152% year on year, with 1.6 lakh creators and 4 lakh sellers. The company is still loss-making, with a trailing loss of about Rs 1,201 crore on revenue of Rs 13,835 crore and a price near 25 times book value, so the valuation depends on contribution margin and EBITDA turning positive. Whether it is time to buy depends on your horizon and risk appetite, since the stock has already doubled from the Rs 111 IPO price and is near the top of its range.<\/p>\n<\/p><\/div>\n<p>Meesho share price has been one of the strongest recent listings in the consumer internet space, listing on 10 December 2025 at Rs 162.50 against an issue price of Rs 111. A large drop in private-equity holding has widened the free float and brought in mutual funds and foreign funds.<\/p>\n<p>If you hold Meesho or are watching it, this article covers the move to about Rs 238, what the Meesho shareholding pattern shows for September (13.60% DII, 9.84% FII and 60.18% public), the Q2 business update with 152% content commerce growth, the Q1 FY27 contribution margin and Rs 178.2 crore EBITDA loss, the UBS target of Rs 260, the Rs 254.65 high, valuation, levels, the risks and a framework for deciding.<\/p>\n<p style=\"margin-top:24px;\"><strong><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&#038;utm_medium=meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\">Click Here &#8211; Get Free Investment Predictions<\/a><\/strong><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Meesho_Share_Price_The_Move_in_Numbers\" title=\"Meesho Share Price: The Move in Numbers\">Meesho Share Price: The Move in Numbers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#What_the_Meesho_Shareholding_Pattern_Shows_About_Meesho_Share_Price_Support\" title=\"What the Meesho Shareholding Pattern Shows About Meesho Share Price Support\">What the Meesho Shareholding Pattern Shows About Meesho Share Price Support<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#The_Q2_Business_Update_and_Q1_FY27_Numbers_Behind_the_Meesho_Share_Price\" title=\"The Q2 Business Update and Q1 FY27 Numbers Behind the Meesho Share Price\">The Q2 Business Update and Q1 FY27 Numbers Behind the Meesho Share Price<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Analyst_Views_on_the_Meesho_Share_Price\" title=\"Analyst Views on the Meesho Share Price\">Analyst Views on the Meesho Share Price<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Valuation_of_the_Meesho_Share_Price\" title=\"Valuation of the Meesho Share Price\">Valuation of the Meesho Share Price<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Is_It_Time_to_Buy_A_Framework_for_the_Meesho_Share_Price\" title=\"Is It Time to Buy? A Framework for the Meesho Share Price\">Is It Time to Buy? A Framework for the Meesho Share Price<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Risks_Behind_the_Meesho_Share_Price_Rally\" title=\"Risks Behind the Meesho Share Price Rally\">Risks Behind the Meesho Share Price Rally<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#What_to_Watch_Next_for_the_Meesho_Share_Price\" title=\"What to Watch Next for the Meesho Share Price\">What to Watch Next for the Meesho Share Price<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Frequently_Asked_Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Why_is_the_Meesho_share_price_up_60_in_six_months\" title=\"Why is the Meesho share price up 60% in six months?\">Why is the Meesho share price up 60% in six months?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#What_does_the_Meesho_shareholding_pattern_show_about_DII_and_FPI_stake\" title=\"What does the Meesho shareholding pattern show about DII and FPI stake?\">What does the Meesho shareholding pattern show about DII and FPI stake?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#What_is_the_UBS_target_on_Meesho\" title=\"What is the UBS target on Meesho?\">What is the UBS target on Meesho?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#What_did_the_Q2_business_update_show\" title=\"What did the Q2 business update show?\">What did the Q2 business update show?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Is_Meesho_profitable\" title=\"Is Meesho profitable?\">Is Meesho profitable?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#What_is_the_Meesho_IPO_price\" title=\"What is the Meesho IPO price?\">What is the Meesho IPO price?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#What_are_the_main_risks\" title=\"What are the main risks?\">What are the main risks?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/univest.in\/blogs-2\/meesho-share-price-up-60-percent-six-months-dii-fpi-stake-increase-buy-or-wait\/#Is_it_time_to_buy_the_Meesho_share_price\" title=\"Is it time to buy the Meesho share price?\">Is it time to buy the Meesho share price?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Meesho_Share_Price_The_Move_in_Numbers\"><\/span><strong>Meesho Share Price: The Move in Numbers<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Measure<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Level<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Note<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Recent price<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About Rs 238<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 240.20 close on 22 September after a 9.7% jump<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Six-month return<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Nearly 60%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">From the headline; other providers show 54% to 65%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">52-week range<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 125.56 to Rs 254.65<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">The stock is about 6% below the high<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">IPO price and listing price<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 111 and Rs 162.50<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Listed on 10 December 2025<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Gain over the IPO price<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About 115%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">At about Rs 240<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Market capitalisation<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About Rs 1.10 lakh crore<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About 46 crore shares<\/td>\n<\/tr>\n<\/table>\n<p>The biggest single-day gain in three months for the Meesho share price came on 22 September, when UBS raised its estimates and target.<\/p>\n<p style=\"margin-top:24px;\"><strong><a href=\"https:\/\/univest.in\/screeners\">Check the Univest Screener for live data on new-age stocks<\/a><\/strong><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_the_Meesho_Shareholding_Pattern_Shows_About_Meesho_Share_Price_Support\"><\/span><strong>What the Meesho Shareholding Pattern Shows About Meesho Share Price Support<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Holder<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Dec 2025<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Jun 2026<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Sep 2026<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Promoters<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">16.76%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">16.41%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">16.34%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Domestic institutions<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">5.28%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">9.14%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">13.60%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Foreign institutions<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">4.31%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">5.19%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">9.84%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Public<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">73.66%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">69.26%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">60.18%<\/td>\n<\/tr>\n<\/table>\n<p>Institutional holding has risen from about 9.6% at listing to about 23.4% in nine months, which gives the Meesho share price a base of long-term holders, and the public holding has fallen by about 13.5 percentage points, my calculation.<\/p>\n<p style=\"margin-top:24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&#038;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to track the Meesho share price and e-commerce stocks live.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Q2_Business_Update_and_Q1_FY27_Numbers_Behind_the_Meesho_Share_Price\"><\/span><strong>The Q2 Business Update and Q1 FY27 Numbers Behind the Meesho Share Price<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Metric<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Figure<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Note<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Content commerce NMV growth<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Up 152% year on year<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">1 August 2025 to 31 August 2026<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Creators and sellers<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">1.6 lakh creators and 4 lakh sellers<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">In content commerce<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Q1 FY27 contribution margin<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">4.6% of NMV<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">From 4.0% in the previous quarter<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Q1 FY27 adjusted EBITDA loss<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 178.2 crore<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">From Rs 230.1 crore a year ago<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Sellers and buyers in Q1<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">1.04 million and 274 million<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Up 81% and 29%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Trailing revenue and loss<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About Rs 13,835 crore and Rs 1,201 crore<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Per one provider<\/td>\n<\/tr>\n<\/table>\n<p>The business is growing fast and losses are narrowing, but it has not yet turned profitable, which limits the Meesho share price.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Analyst_Views_on_the_Meesho_Share_Price\"><\/span><strong>Analyst Views on the Meesho Share Price<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Source<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">View<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Target<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">UBS<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Buy, raised on 22 September<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 260, from Rs 210<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Jefferies<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Target cited in recent coverage<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About Rs 240<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Nomura<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Reduce, earlier in the year<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 167<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Coverage<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About 18 analysts, with a mix of Buy and Hold<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Consensus below the price on some trackers<\/td>\n<\/tr>\n<\/table>\n<p>Views are split, and some older targets sit below the current price, so check dates before using them.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Valuation_of_the_Meesho_Share_Price\"><\/span><strong>Valuation of the Meesho Share Price<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Measure<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Figure<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Comment<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Price to book<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About 25 times<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">On book value of about Rs 9.6<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Return on equity<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Negative, about -46%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Loss-making<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Market cap to trailing revenue<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About 8 times<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 1.10 lakh crore on Rs 13,835 crore, my calculation<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Profitability path<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Contribution margin 4.6% of NMV<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Management guides to cash flow positivity<\/td>\n<\/tr>\n<\/table>\n<p>The valuation depends on future profit, so the Meesho share price is sensitive to changes in growth and margin expectations.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Is_It_Time_to_Buy_A_Framework_for_the_Meesho_Share_Price\"><\/span><strong>Is It Time to Buy? A Framework for the Meesho Share Price<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Investor type<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Points to weigh<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Existing holder<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">A doubling from the IPO price; decide between booking profit and holding for margin gains<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Considering a fresh entry<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">The stock is near its high with a price to book near 25, so risk is high<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Long-term investor<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Track contribution margin, cash flow and seller growth over several quarters<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Trader<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Institutional buying supports the trend, but sharp falls can follow news<\/td>\n<\/tr>\n<\/table>\n<p>This table frames the choices and is not a recommendation.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Risks_Behind_the_Meesho_Share_Price_Rally\"><\/span><strong>Risks Behind the Meesho Share Price Rally<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Losses:<\/strong> The company is still loss-making, with an adjusted EBITDA loss of Rs 178.2 crore in Q1, which weighs on the Meesho share price.<\/p>\n<p><strong>Valuation:<\/strong> A price to book near 25 leaves little room for a miss.<\/p>\n<p><strong>Competition:<\/strong> Horizontal platforms and quick commerce target the same shoppers.<\/p>\n<p><strong>Supply:<\/strong> Further stake sales by early investors can cap the Meesho share price.<\/p>\n<p><strong>Volatility:<\/strong> A 10% daily move shows how fast the stock can reverse.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_to_Watch_Next_for_the_Meesho_Share_Price\"><\/span><strong>What to Watch Next for the Meesho Share Price<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li>Q2 FY27 results for contribution margin, EBITDA loss and cash flow.<\/li>\n<li>Further changes in DII and FPI holding.<\/li>\n<li>Reports of index inclusion and the flows they could bring.<\/li>\n<li>Content commerce growth and seller additions.<\/li>\n<li>Brokerage target changes after the Q2 update.<\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Meesho share price is up nearly 60% in six months as domestic institutions raised their stake to 13.60% and foreign institutions to 9.84%, with UBS at Rs 260 and content commerce growing 152%. A loss-making business at a price near 25 times book means the stock needs profit proof. Consult a SEBI-registered advisor before making any decision.<\/p>\n<div style=\"background:#CC0000;border-radius:8px;padding:16px 20px;margin:24px 0;\">\n<p style=\"color:#FFFFFF;font-size:13px;line-height:1.7;margin:0;\"><strong style=\"color:#FFFFFF;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/p><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Why_is_the_Meesho_share_price_up_60_in_six_months\"><\/span><strong>Why is the Meesho share price up 60% in six months?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The Meesho share price has risen on faster growth, narrowing losses, a UBS target upgrade and buying by domestic and foreign institutions.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_does_the_Meesho_shareholding_pattern_show_about_DII_and_FPI_stake\"><\/span><strong>What does the Meesho shareholding pattern show about DII and FPI stake?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Domestic institutions rose to 13.60% from 9.14% in June and foreign institutions to 9.84% from 5.19% by September 2026.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_UBS_target_on_Meesho\"><\/span><strong>What is the UBS target on Meesho?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> UBS has a Buy on the Meesho share price with Rs 260, raised from Rs 210 on 22 September.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_did_the_Q2_business_update_show\"><\/span><strong>What did the Q2 business update show?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Content commerce NMV rose 152% year on year, with 1.6 lakh creators and 4 lakh sellers.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_Meesho_profitable\"><\/span><strong>Is Meesho profitable?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> No. It had a trailing loss of about Rs 1,201 crore and a Q1 adjusted EBITDA loss of Rs 178.2 crore, although losses are narrowing.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_Meesho_IPO_price\"><\/span><strong>What is the Meesho IPO price?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Rs 111. The stock listed at Rs 162.50 on 10 December 2025 and trades about 115% above the issue price.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_are_the_main_risks\"><\/span><strong>What are the main risks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Losses, a high valuation, competition, share supply and volatility.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_it_time_to_buy_the_Meesho_share_price\"><\/span><strong>Is it time to buy the Meesho share price?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> This article does not constitute investment advice. The stock is near its high and loss-making. Consult a SEBI-registered financial advisor.<\/p>\n<div class=\"faq-schema\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Why is the Meesho share price up 60% in six months?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The Meesho share price has risen on faster growth, narrowing losses, a UBS target upgrade and buying by domestic and foreign institutions.\"}},{\"@type\":\"Question\",\"name\":\"What does the Meesho shareholding pattern show about DII and FPI stake?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Domestic institutions rose to 13.60% from 9.14% in June and foreign institutions to 9.84% from 5.19% by September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What is the UBS target on Meesho?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"UBS has a Buy on the Meesho share price with Rs 260, raised from Rs 210 on 22 September.\"}},{\"@type\":\"Question\",\"name\":\"What did the Q2 business update show?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Content commerce NMV rose 152% year on year, with 1.6 lakh creators and 4 lakh sellers.\"}},{\"@type\":\"Question\",\"name\":\"Is Meesho profitable?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No. It had a trailing loss of about Rs 1,201 crore and a Q1 adjusted EBITDA loss of Rs 178.2 crore, although losses are narrowing.\"}},{\"@type\":\"Question\",\"name\":\"What is the Meesho IPO price?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Rs 111. The stock listed at Rs 162.50 on 10 December 2025 and trades about 115% above the issue price.\"}},{\"@type\":\"Question\",\"name\":\"What are the main risks?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Losses, a high valuation, competition, share supply and volatility.\"}},{\"@type\":\"Question\",\"name\":\"Is it time to buy the Meesho share price?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"This article does not constitute investment advice. The stock is near its high and loss-making. Consult a SEBI-registered financial advisor.\"}}]}<\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Meesho share price is up nearly 60% in six months as DIIs and FPIs raise stake. See the shareholding shift, Q2 update, valuation and risks.<\/p>\n","protected":false},"author":28,"featured_media":292720,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[842],"tags":[9680,9679,5411,7493,9678,9681],"class_list":["post-292722","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-content-commerce","tag-dii-fpi-stake","tag-e-commerce-stocks","tag-meesho","tag-meesho-share-price","tag-ubs-target"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["292720"],"rank_math_title":["Meesho Share Price Up 60% in 6 Months as DIIs, FPIs Add Stake"],"rank_math_description":["Meesho share price is up nearly 60% in six months as DIIs and FPIs raise stake. See the shareholding shift, Q2 update, UBS target, valuation, risks and a buy framework."],"rank_math_focus_keyword":["Meesho share price"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/10\/meesho-share-price-up-nearly-60-in-six-months-as-diis-and-fpis-raise-stake-what.webp","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/292722","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=292722"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/292722\/revisions"}],"predecessor-version":[{"id":292723,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/292722\/revisions\/292723"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/292720"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=292722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=292722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=292722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}