Intimation under Regulation 30 of SEBI (LODR) Regulations, 2015 - Updates on Acquisition

Meesho Mall, now home to over 1,200 brands, grew approximately 93% YoY, expanding national brand participation across beauty and personal care, baby care, health and wellness, grocery and fashion.

Content Commerce NMV grew 141% YoY, with active order-generating content increasing to 1.7 million, supported by AI-powered creator tools.

Contribution Margin expanded to 4.6% of NMV, supported by continued optimisation of logistics networks and routing, a higher prepaid order mix reducing cancellations and Return-to-Origin (RTO) costs, improved platform monetisation and sustained operational discipline.

Marketplace Adjusted EBITDA improved to (1.2%) of NMV, reflecting continued strengthening of the platform's underlying unit economics.