{"id":346580,"date":"2026-11-13T14:13:54","date_gmt":"2026-11-13T08:43:54","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=346580"},"modified":"2026-11-13T14:13:54","modified_gmt":"2026-11-13T08:43:54","slug":"meesho-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/meesho-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/","title":{"rendered":"Meesho Block Deal of Rs 1,885 Crore: 7.64 Crore Shares Change Hands at Rs 247 as the Stock Holds Gains, Who Sold, Who Bought and What It Means on 13 November 2026"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Block deal Rs 1,885 cr on NSE (13 Nov). 7.64 cr shares, 1.65% equity, Rs 247 each. Last Rs 255.57 (+0.57%) at 12:57 PM. Mcap about Rs 1.18 lakh cr. Q2 net loss Rs 132 cr.<\/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;\">A block of 7.64 crore Meesho shares, equal to 1.65% of the equity, changed hands on the NSE on 13 November 2026 at Rs 247 each, worth Rs 1,885.17 crore. That price was about 2.8% below the previous close of Rs 254.11, our own calculation, yet the stock traded at Rs 255.57, up 0.57%, at 12:57 PM. One report names a SoftBank affiliate as the seller, but the final size was larger than the sale first reported, so the seller is not fully confirmed. The company is still loss-making, so the reading depends on revenue growth, institutional demand and further stake sales.<\/p>\n<\/p><\/div>\n<p>Meesho block deal activity returned on 13 November 2026, when 7.64 crore shares, or 1.65% of the company&#8217;s equity, changed hands on the NSE at Rs 247 apiece for about Rs 1,885.17 crore. The online marketplace stock still traded higher on the day, which is what drew attention to the trade.<\/p>\n<p>This article sets out the deal terms, what is confirmed and what is not about the seller and buyers, how earlier stake sales compare, and what the financials and shareholding show. Univest does not give buy or sell calls, so it offers a framework and not a verdict. Meesho shares have been in focus since the trade.<\/p>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&#038;utm_medium=meesho-block-deal\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Meesho_Stock_Today_Key_Numbers_After_the_Rs_1885_Crore_Trade\" title=\"Meesho Stock Today: Key Numbers After the Rs 1,885 Crore Trade\">Meesho Stock Today: Key Numbers After the Rs 1,885 Crore Trade<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Meesho_Block_Deal_Details_Size_Price_and_Discount\" title=\"Meesho Block Deal Details: Size, Price and Discount\">Meesho Block Deal Details: Size, Price and Discount<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Who_Sold_and_Who_Bought_What_Is_Confirmed_and_What_Is_Not\" title=\"Who Sold and Who Bought: What Is Confirmed and What Is Not\">Who Sold and Who Bought: What Is Confirmed and What Is Not<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Earlier_Pre-IPO_Investor_Sales_in_the_Meesho_Stock_Since_August\" title=\"Earlier Pre-IPO Investor Sales in the Meesho Stock Since August\">Earlier Pre-IPO Investor Sales in the Meesho Stock Since August<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Meesho_Financials_Revenue_Growth_Without_Profit_Yet\" title=\"Meesho Financials: Revenue Growth Without Profit Yet\">Meesho Financials: Revenue Growth Without Profit Yet<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Shareholding_Shift_Institutions_Raise_Their_Stake\" title=\"Shareholding Shift: Institutions Raise Their Stake\">Shareholding Shift: Institutions Raise Their Stake<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#What_the_Meesho_Block_Deal_Signals_and_What_It_Does_Not\" title=\"What the Meesho Block Deal Signals and What It Does Not\">What the Meesho Block Deal Signals and What It Does Not<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#What_to_Watch_Next_in_the_Meesho_Share_Price\" title=\"What to Watch Next in the Meesho Share Price\">What to Watch Next in 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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#What_happened_in_the_Meesho_block_deal_on_13_November_2026\" title=\"What happened in the Meesho block deal on 13 November 2026?\">What happened in the Meesho block deal on 13 November 2026?<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Who_sold_shares_in_the_13_November_block_trade\" title=\"Who sold shares in the 13 November block trade?\">Who sold shares in the 13 November block trade?<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#At_what_price_did_the_block_deal_happen_and_was_it_at_a_discount\" title=\"At what price did the block deal happen, and was it at a discount?\">At what price did the block deal happen, and was it at a discount?<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Is_a_block_deal_good_or_bad_news_for_the_stock\" title=\"Is a block deal good or bad news for the stock?\">Is a block deal good or bad news for the stock?<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#How_is_a_block_deal_different_from_a_bulk_deal\" title=\"How is a block deal different from a bulk deal?\">How is a block deal different from a bulk deal?<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#How_has_Meesho_performed_financially_and_is_it_profitable\" title=\"How has Meesho performed financially, and is it profitable?\">How has Meesho performed financially, and is it profitable?<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Have_other_investors_sold_Meesho_shares_recently\" title=\"Have other investors sold Meesho shares recently?\">Have other investors sold Meesho shares recently?<\/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-block-deal-rs-1885-crore-7-64-crore-shares-rs-247-what-it-means\/#Should_I_buy_sell_or_hold_Meesho_shares_after_the_block_deal\" title=\"Should I buy, sell or hold Meesho shares after the block deal?\">Should I buy, sell or hold Meesho shares after the block deal?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Meesho_Stock_Today_Key_Numbers_After_the_Rs_1885_Crore_Trade\"><\/span><strong>Meesho Stock Today: Key Numbers After the Rs 1,885 Crore Trade<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Metric (12:57 PM IST, 13 Nov 2026)<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Value on NSE<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/stocks\/meesho\/meesho-ltd-share-price-today\">Last price<\/a><\/td>\n<td>Rs 255.57, up 0.57%<\/td>\n<\/tr>\n<tr>\n<td>Open, high and low<\/td>\n<td>Rs 254.05, Rs 258.07 and Rs 253.36<\/td>\n<\/tr>\n<tr>\n<td>Previous close<\/td>\n<td>Rs 254.11<\/td>\n<\/tr>\n<tr>\n<td>Volume<\/td>\n<td>About 1.38 crore shares<\/td>\n<\/tr>\n<tr>\n<td>Market capitalisation<\/td>\n<td>About Rs 1.18 lakh crore<\/td>\n<\/tr>\n<tr>\n<td>Shares outstanding and free float<\/td>\n<td>About 463 crore and about 226 crore<\/td>\n<\/tr>\n<tr>\n<td>Move over one month<\/td>\n<td>Up about 10%, as reported<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The gain in the early session was larger. One report had the stock 1.27% higher at Rs 257.40 on the BSE in early deals, and it later eased, so the percentage change depends on the time you check. The intraday range is narrow, about 1.9% from low to high, our own calculation. The Meesho stock tends to move with the wider market. The Meesho share price range was narrow.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Meesho_Block_Deal_Details_Size_Price_and_Discount\"><\/span><strong>Meesho Block Deal Details: Size, Price and Discount<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Detail<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Figure<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Exchange<\/td>\n<td>NSE<\/td>\n<\/tr>\n<tr>\n<td>Shares traded<\/td>\n<td>7.64 crore<\/td>\n<\/tr>\n<tr>\n<td>Stake in equity<\/td>\n<td>1.65%<\/td>\n<\/tr>\n<tr>\n<td>Price per share<\/td>\n<td>Rs 247<\/td>\n<\/tr>\n<tr>\n<td>Deal value<\/td>\n<td>About Rs 1,885.17 crore<\/td>\n<\/tr>\n<tr>\n<td>Discount to previous close of Rs 254.11<\/td>\n<td>About 2.8%, our own calculation<\/td>\n<\/tr>\n<tr>\n<td>Share of free float traded<\/td>\n<td>About 3.4%, our own calculation<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>A block deal is a single large trade in a separate exchange window, with a minimum order size of Rs 25 crore under current rules. The NSE runs a morning window from 8:45 AM to 9:00 AM and an afternoon window from 2:05 PM to 2:20 PM, and the trade is reported to the exchange on the same day. Meesho shares are among the larger recent listings.<\/p>\n<p>A bulk deal is different. It covers trades above 0.5% of a company&#8217;s shares during regular hours and is disclosed after the close. Block trades are negotiated, usually at a small discount to the market price, which is why they often look different from the price on the screen. Meesho stock traders can check both disclosures. Meesho shares can also appear in bulk deal data.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Who_Sold_and_Who_Bought_What_Is_Confirmed_and_What_Is_Not\"><\/span><strong>Who Sold and Who Bought: What Is Confirmed and What Is Not<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Item<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">What was reported<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Status<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Seller<\/td>\n<td>SVF II Meerkat (DE) LLC, a SoftBank affiliate, named by one report<\/td>\n<td>Not fully confirmed<\/td>\n<\/tr>\n<tr>\n<td>Planned sale before the trade<\/td>\n<td>Up to 4.77 crore shares worth about Rs 1,175 crore, per CNBC-TV18 sources<\/td>\n<td>Final deal was about 60% larger, our own calculation<\/td>\n<\/tr>\n<tr>\n<td>Buyers<\/td>\n<td>Goldman Sachs, Morgan Stanley, Citigroup and BNP Paribas, per one report<\/td>\n<td>Names on trade data can be intermediaries<\/td>\n<\/tr>\n<tr>\n<td>Passive demand<\/td>\n<td>MSCI India Standard Index inclusion in the November rebalancing, about $307 million of passive money expected, per one report<\/td>\n<td>Reported, not our estimate<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The size gap in the Meesho block deal is the reason for caution. A report that attributes the whole Rs 1,885 crore to the SoftBank affiliate sits next to another that calls this premature, since the planned sale was smaller. Both can be true if more than one seller used the window. Meesho share price reaction depends on who the seller is. Meesho stock sellers may include more than one entity.<\/p>\n<p>After the 3 September sale the SoftBank affiliate&#8217;s stake was reported at 6.87%. If it sold the entire 1.65% on 13 November, the holding would fall to about 5.2%, our own calculation. That is a conditional figure, and the next shareholding pattern will show the actual position. The Meesho stock holding of the seller will update in the next filing.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Earlier_Pre-IPO_Investor_Sales_in_the_Meesho_Stock_Since_August\"><\/span><strong>Earlier Pre-IPO Investor Sales in the Meesho Stock Since August<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Date<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Seller<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Shares<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Average price<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>4 Aug 2026<\/td>\n<td>Elevation Capital V and Peak XV Partners Investments V<\/td>\n<td>10.48 crore<\/td>\n<td>Rs 186<\/td>\n<td>Rs 1,949.28 crore<\/td>\n<\/tr>\n<tr>\n<td>24 Aug 2026<\/td>\n<td>Entities linked to Y Combinator<\/td>\n<td>4.85 crore<\/td>\n<td>Rs 200.01<\/td>\n<td>About Rs 969.71 crore<\/td>\n<\/tr>\n<tr>\n<td>3 Sep 2026<\/td>\n<td>SVF II Meerkat (DE) LLC<\/td>\n<td>8 crore<\/td>\n<td>Rs 206.30<\/td>\n<td>Rs 1,650.40 crore<\/td>\n<\/tr>\n<tr>\n<td>13 Nov 2026<\/td>\n<td>Reported SoftBank affiliate<\/td>\n<td>7.64 crore<\/td>\n<td>Rs 247<\/td>\n<td>About Rs 1,885.17 crore<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Each sale before the Meesho block deal cleared at a higher price than the one before. The 13 November price is about 19.7% above the 3 September price and about 32.8% above the 4 August price, our own calculations. Buyers were willing to pay more each time, which is a sign of demand, though it also means recent buyers have less cushion. Meesho shares have found buyers at every step. Meesho share price has risen with each stake sale.<\/p>\n<p>After the 3 September sale the shares fell about 2% in early trade and then rose more than 3% the next day, according to reports. One pattern across a few deals is not a rule, and the stock can react differently this time. Meesho share price rose after that earlier sale.<\/p>\n<p>Against the Rs 111 issue price from the December 2025 IPO, the current price is about 130% higher, our own calculation. The shares listed at a 45% premium, so a large part of the gain came after listing. The Meesho share price has more than doubled since the IPO.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Meesho_Financials_Revenue_Growth_Without_Profit_Yet\"><\/span><strong>Meesho Financials: Revenue Growth Without Profit Yet<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Metric<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Sept 2025 quarter<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">June 2026 quarter<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Sept 2026 quarter<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Revenue<\/td>\n<td>Rs 3,254.91 crore<\/td>\n<td>Rs 3,826.40 crore<\/td>\n<td>Rs 4,259.00 crore<\/td>\n<\/tr>\n<tr>\n<td>EBITDA<\/td>\n<td>Rs -274.99 crore<\/td>\n<td>Rs -111.05 crore<\/td>\n<td>Rs -101.74 crore<\/td>\n<\/tr>\n<tr>\n<td>Net loss<\/td>\n<td>Rs 411.36 crore<\/td>\n<td>Rs 132.84 crore<\/td>\n<td>Rs 132.45 crore<\/td>\n<\/tr>\n<tr>\n<td>Net margin<\/td>\n<td>-12.28%<\/td>\n<td>-3.58%<\/td>\n<td>-3.21%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Revenue grew about 31% from a year earlier and about 11% from the June quarter, and the net loss narrowed by about two thirds from a year ago, our own calculations. The loss was nearly flat against June, so the sharp improvement has slowed. Meesho stock investors will watch the next quarter closely. Meesho stock losses have narrowed sharply.<\/p>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Valuation and balance sheet<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Figure<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Market capitalisation<\/td>\n<td>About Rs 1.18 lakh crore<\/td>\n<\/tr>\n<tr>\n<td>Market value to trailing revenue<\/td>\n<td>About 7.7 times, our own calculation<\/td>\n<\/tr>\n<tr>\n<td>Earnings per share, trailing<\/td>\n<td>Rs -1.99, so no meaningful PE<\/td>\n<\/tr>\n<tr>\n<td>Price to book value<\/td>\n<td>About 28 times<\/td>\n<\/tr>\n<tr>\n<td>Return on equity<\/td>\n<td>-21.93%<\/td>\n<\/tr>\n<tr>\n<td>Debt to equity<\/td>\n<td>0.01<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Debt is close to nil, which limits balance sheet risk. The price, though, rests on growth and future profit, since there is no earnings multiple to anchor it. The Meesho share price rests on growth and future profit. Meesho shares carry little balance sheet risk.<\/p>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Compare e-commerce and consumer internet stocks on the Univest Screener<\/strong><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Shareholding_Shift_Institutions_Raise_Their_Stake\"><\/span><strong>Shareholding Shift: Institutions Raise Their Stake<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Category<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">June 2026<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">September 2026<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Promoters<\/td>\n<td>16.41%<\/td>\n<td>16.34%<\/td>\n<\/tr>\n<tr>\n<td>Foreign institutions<\/td>\n<td>5.19%<\/td>\n<td>9.83%<\/td>\n<\/tr>\n<tr>\n<td>Domestic institutions<\/td>\n<td>9.14%<\/td>\n<td>13.66%<\/td>\n<\/tr>\n<tr>\n<td>Public<\/td>\n<td>69.26%<\/td>\n<td>60.17%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Foreign and domestic institutions together held about 23.5% in September against about 14.3% in June, our own calculations. The public bucket, which includes large pre-IPO investors, fell by about 9 percentage points. Meesho shares are now held by more funds.<\/p>\n<p>That pattern fits stake sales by early investors and buying by funds, but the filing alone does not prove who bought from whom. Among the larger domestic holders in September were an SBI Nifty Midcap 150 ETF at 2.31% and Invesco India Focused Fund at 1.97%. Meesho stock ownership is moving toward institutions. Meesho shares may see more institutional demand.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_the_Meesho_Block_Deal_Signals_and_What_It_Does_Not\"><\/span><strong>What the Meesho Block Deal Signals and What It Does Not<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Factor<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Supportive reading<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Cautious reading<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Price reaction<\/td>\n<td>Stock held a gain after a trade of about 3.4% of the free float<\/td>\n<td>Intraday moves are small and can reverse by the close<\/td>\n<\/tr>\n<tr>\n<td>Seller exits<\/td>\n<td>Sellers are early investors cashing in after a large post-IPO gain<\/td>\n<td>Repeated exits keep supply in the market<\/td>\n<\/tr>\n<tr>\n<td>Demand<\/td>\n<td>Institutions took the block at a small discount<\/td>\n<td>Names on trade data may be intermediaries<\/td>\n<\/tr>\n<tr>\n<td>Financials<\/td>\n<td>Revenue up about 31%, losses narrowing, brokerage MOFSL cites negative working capital<\/td>\n<td>Still loss-making, loss flat against June<\/td>\n<\/tr>\n<tr>\n<td>Valuation<\/td>\n<td>Debt is close to nil<\/td>\n<td>About 28 times book value with negative returns<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>A single trade says less than the pattern of trades. Four sales since August, each at a higher price, show steady demand. They also show that early backers are using the liquidity, and more sales could follow. Meesho share price moves on one trade should be read with care.<\/p>\n<p>The question for an investor is not whether a block deal is good or bad. It is whether the business can grow into its price while the supply of shares from early holders is absorbed. Meesho shares need profit to justify the price over time. The Meesho stock decision is about price and time horizon.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_to_Watch_Next_in_the_Meesho_Share_Price\"><\/span><strong>What to Watch Next in the Meesho Share Price<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\" border=\"1\" cellpadding=\"8\">\n<thead>\n<tr>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">What to watch<\/th>\n<th style=\"background:#1F4E79;color:#FFFFFF;text-align:left;\">Why it matters<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>December 2026 shareholding pattern<\/td>\n<td>Shows the seller&#8217;s new holding and who bought<\/td>\n<\/tr>\n<tr>\n<td>Further block or bulk deals<\/td>\n<td>Signals how much early-investor supply is left<\/td>\n<\/tr>\n<tr>\n<td>December quarter results<\/td>\n<td>Tests whether losses keep narrowing<\/td>\n<\/tr>\n<tr>\n<td>MSCI passive flows<\/td>\n<td>Index inclusion can add steady demand<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/indices\/nifty-50\/nifty-50-share-price-today\">Nifty 50 trend<\/a><\/td>\n<td>A weak broader market can hit high-valuation stocks harder<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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 stocks and get price alerts.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The block deal moved 1.65% of the company at Rs 247, and the stock held its gains, which points to real institutional demand. The seller is not fully confirmed, the company still reports losses, and the valuation leaves little room for a miss. Decide on position size, time horizon and entry discipline before acting, and check the exchange data for the final buyer and seller details. Meesho stock now needs earnings to keep pace.<\/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=\"What_happened_in_the_Meesho_block_deal_on_13_November_2026\"><\/span><strong>What happened in the Meesho block deal on 13 November 2026?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> On 13 November 2026, 7.64 crore Meesho shares, equal to 1.65% of the company&#8217;s equity, changed hands on the NSE in a block deal at Rs 247 per share. The deal was worth about Rs 1,885.17 crore. Meesho has about 463 crore shares outstanding, of which about 226 crore form the free float. The stock traded higher through the morning even after the trade.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Who_sold_shares_in_the_13_November_block_trade\"><\/span><strong>Who sold shares in the 13 November block trade?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> One report names SVF II Meerkat (DE) LLC, an affiliate of SoftBank, as the seller, and an earlier report said the same entity planned to sell up to 4.77 crore shares worth about Rs 1,175 crore. The final deal was larger than that plan, and another report says it is premature to credit the whole trade to SoftBank without confirmation. Check the NSE large deal data for the final list of sellers.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"At_what_price_did_the_block_deal_happen_and_was_it_at_a_discount\"><\/span><strong>At what price did the block deal happen, and was it at a discount?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The deal was done at Rs 247 per share. The previous close was Rs 254.11, so the price was about 2.8% below it, which is our own calculation. Reports before the trade described a discount of about 3%. The Meesho share price was Rs 255.57 on the NSE at 12:57 PM, about 3.5% above the block price, which is also our own calculation.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_a_block_deal_good_or_bad_news_for_the_stock\"><\/span><strong>Is a block deal good or bad news for the stock?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> A block deal is a signal to read carefully and not a verdict. A seller exiting can add supply and weigh on the price, but strong institutional buying at a small discount shows demand for the shares. Meesho held its gains on the day, yet it is still loss-making, so fundamentals, valuation and the pace of further stake sales matter more than one trade.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_is_a_block_deal_different_from_a_bulk_deal\"><\/span><strong>How is a block deal different from a bulk deal?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> A block deal is a single large trade, with a minimum order size of Rs 25 crore under current rules, executed through a separate window on the exchange. The NSE runs a morning window from 8:45 AM to 9:00 AM and an afternoon window from 2:05 PM to 2:20 PM. A bulk deal is any trade of more than 0.5% of a company&#8217;s shares during normal market hours, reported after the close.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_has_Meesho_performed_financially_and_is_it_profitable\"><\/span><strong>How has Meesho performed financially, and is it profitable?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Meesho is not yet profitable. In the September 2026 quarter revenue was Rs 4,259 crore, up about 31% from Rs 3,254.91 crore a year earlier, and the net loss was Rs 132.45 crore against Rs 411.36 crore, both our own calculations from reported figures. The loss was flat against the June quarter at Rs 132.84 crore, so the path to profit still depends on keeping costs under control.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Have_other_investors_sold_Meesho_shares_recently\"><\/span><strong>Have other investors sold Meesho shares recently?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. On 4 August 2026 Elevation Capital and Peak XV Partners sold about 10.48 crore shares for Rs 1,949 crore at an average of Rs 186. On 24 August entities linked to Y Combinator sold 4.85 crore shares at Rs 200.01 for about Rs 970 crore. On 3 September a SoftBank affiliate sold 8 crore shares at Rs 206.30 for Rs 1,650.4 crore. The 13 November price of Rs 247 is higher than all three.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Should_I_buy_sell_or_hold_Meesho_shares_after_the_block_deal\"><\/span><strong>Should I buy, sell or hold Meesho shares after the block deal?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Univest does not give buy or sell calls. Compare the current price with your own entry, note that the company is still reporting losses and that the stock trades at about 28 times book value, and decide how much of your portfolio one loss-making stock should be. Use the framework in this article, and check the next shareholding pattern and quarterly results before acting.<\/p>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What happened in the Meesho block deal on 13 November 2026?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"On 13 November 2026, 7.64 crore Meesho shares, equal to 1.65% of the company's equity, changed hands on the NSE in a block deal at Rs 247 per share. The deal was worth about Rs 1,885.17 crore. Meesho has about 463 crore shares outstanding, of which about 226 crore form the free float. The stock traded higher through the morning even after the trade.\"}},{\"@type\":\"Question\",\"name\":\"Who sold shares in the 13 November block trade?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"One report names SVF II Meerkat (DE) LLC, an affiliate of SoftBank, as the seller, and an earlier report said the same entity planned to sell up to 4.77 crore shares worth about Rs 1,175 crore. The final deal was larger than that plan, and another report says it is premature to credit the whole trade to SoftBank without confirmation. Check the NSE large deal data for the final list of sellers.\"}},{\"@type\":\"Question\",\"name\":\"At what price did the block deal happen, and was it at a discount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The deal was done at Rs 247 per share. The previous close was Rs 254.11, so the price was about 2.8% below it, which is our own calculation. Reports before the trade described a discount of about 3%. The Meesho share price was Rs 255.57 on the NSE at 12:57 PM, about 3.5% above the block price, which is also our own calculation.\"}},{\"@type\":\"Question\",\"name\":\"Is a block deal good or bad news for the stock?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A block deal is a signal to read carefully and not a verdict. A seller exiting can add supply and weigh on the price, but strong institutional buying at a small discount shows demand for the shares. Meesho held its gains on the day, yet it is still loss-making, so fundamentals, valuation and the pace of further stake sales matter more than one trade.\"}},{\"@type\":\"Question\",\"name\":\"How is a block deal different from a bulk deal?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A block deal is a single large trade, with a minimum order size of Rs 25 crore under current rules, executed through a separate window on the exchange. The NSE runs a morning window from 8:45 AM to 9:00 AM and an afternoon window from 2:05 PM to 2:20 PM. A bulk deal is any trade of more than 0.5% of a company's shares during normal market hours, reported after the close.\"}},{\"@type\":\"Question\",\"name\":\"How has Meesho performed financially, and is it profitable?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Meesho is not yet profitable. In the September 2026 quarter revenue was Rs 4,259 crore, up about 31% from Rs 3,254.91 crore a year earlier, and the net loss was Rs 132.45 crore against Rs 411.36 crore, both our own calculations from reported figures. The loss was flat against the June quarter at Rs 132.84 crore, so the path to profit still depends on keeping costs under control.\"}},{\"@type\":\"Question\",\"name\":\"Have other investors sold Meesho shares recently?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. On 4 August 2026 Elevation Capital and Peak XV Partners sold about 10.48 crore shares for Rs 1,949 crore at an average of Rs 186. On 24 August entities linked to Y Combinator sold 4.85 crore shares at Rs 200.01 for about Rs 970 crore. On 3 September a SoftBank affiliate sold 8 crore shares at Rs 206.30 for Rs 1,650.4 crore. The 13 November price of Rs 247 is higher than all three.\"}},{\"@type\":\"Question\",\"name\":\"Should I buy, sell or hold Meesho shares after the block deal?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Univest does not give buy or sell calls. Compare the current price with your own entry, note that the company is still reporting losses and that the stock trades at about 28 times book value, and decide how much of your portfolio one loss-making stock should be. Use the framework in this article, and check the next shareholding pattern and quarterly results before acting.\"}}]}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Meesho block deal of Rs 1,885 crore moved 7.64 crore shares at Rs 247 on the NSE. See the reported seller, earlier sales, financials and what to check.<\/p>\n","protected":false},"author":35,"featured_media":346579,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[842],"tags":[23660,5411,23656,9678,23657,23659,23658],"class_list":["post-346580","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-block-deal-today","tag-e-commerce-stocks","tag-meesho-block-deal","tag-meesho-share-price","tag-meesho-share-price-today","tag-meesho-softbank-stake-sale","tag-meesho-stock"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["346579"],"rank_math_title":["Meesho Block Deal Rs 1,885 Cr: Who Sold and What It Means"],"rank_math_description":["Meesho block deal of Rs 1,885 crore saw 7.64 crore shares trade at Rs 247 on the NSE. See the reported seller, buyers, price discount, earlier sales and what to check."],"rank_math_focus_keyword":["Meesho block deal | Density Target: 1.2-1.5%"],"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\/11\/meesho-block-deal-of-rs-1-885-crore-7-64-crore-shares-change-hands-at-rs-247-as.webp","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/346580","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\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=346580"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/346580\/revisions"}],"predecessor-version":[{"id":346581,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/346580\/revisions\/346581"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/346579"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=346580"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=346580"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=346580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}