Meesho’s Next Monetisation Engines
Meesho, India's value commerce marketplace, is transitioning from growth-focused expansion to profitability optimization. The company plans to monetize its ecosystem through sponsored listings and advertising starting in FY28, leveraging 284 million annual transacting users and 1.13 million sellers. Beyond advertising, Meesho is exploring lending products for consumers and sellers, expanding branded commerce through Meesho Mall, and introducing content-driven shopping. Q2 FY27 results show improving marketplace economics with 34% revenue growth and 23% net merchandise value growth.
Key points
- Shifting from user acquisition to monetization with advertising as primary revenue engine starting FY28
- Exploring lending products and content commerce to diversify revenue streams
- Q2 FY27 shows strong growth: 34% revenue increase to ₹4,119.9 Cr, 23% NMV growth
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