Meesho block deal: Fidelity, Axis MF among buyers as Peak XV, Elevation Capital trim stake

Meesho Q1 loss narrows to ₹133 crore; NMV grows 34% as platform engagement improves


Meesho’s large block deal on Tuesday, August 4, saw early investors Peak XV Partners and Elevation Capital paring their holdings, while marquee global and domestic institutional investors picking up shares.

The two venture capital firms together sold a 2.3% stake in Meesho, comprising 10.5 crore shares, for ₹1,949 crore.

Societe Generale emerged as the largest buyer, purchasing 1.12 crore shares for ₹208.3 crore.

Axis Mutual Fund acquired 1.07 crore shares worth ₹198.1 crore, while Aditya Birla Sun Life Mutual Fund bought 88.2 lakh shares valued at ₹164.1 crore.

Fidelity Funds purchased 84.1 lakh shares for ₹156.4 crore.

The shares changed hands at an average price of ₹186 apiece.

At the end of the June quarter, Peak XV Partners Investments V held a 10.06% stake in Meesho, while Peak XV Partners Growth Investments IV owned 1.39%.

Elevation Capital V held a 12.04% stake, making Tuesday’s transaction only a partial monetisation of the investors’ significantly larger combined holding.

The stake sale comes weeks after Meesho reported its first-quarter results.

The company narrowed its consolidated net loss to ₹132.8 crore from ₹289.4 crore a year earlier.

Revenue from operations rose 48% to ₹3,712.8 crore, while its EBITDA loss narrowed to ₹224.7 crore from ₹264.4 crore in the previous fiscal.



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