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CLSA flags Meesho monetisation challenge among low-income shoppers

Brokerages flagged Meesho’s monetisation challenge among low-income shoppers, while highlighting jewellery demand, Pidilite price hikes and margin pressure, and United Spirits’ relative growth strength versus Pernod India.

Newer report , , Business Today : Meesho falls 6.9% after Nomura starts coverage with ‘reduce’ call

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  1. RPS Ventures sells 0.9% Meesho stake for Rs 900 crore in block deal, , ET Retail
  2. Meesho sees Rs 899-crore block deal as global institutions buy stake, , NDTV Profit

07:30 IST · 10 moves · what each means · free

Reported figures

From the report. Source details below

CLSA Meesho Underperform target price: Rs 150
CLSA Bajaj Auto target price: Rs 13,466, raised from Rs 12,068
Pidilite FY27E operating margin estimated at 22%, down 200 bps
Macquarie United Spirits target price: Rs 1,475
Pernod India June 2026-quarter sales growth: 9%
SBI FM expected OPAT CAGR: 15% through FY29

Also in the report

  • JPMorgan cites affordability, category expansion and repeat purchases as jewellery demand drivers
  • Jefferies says Pidilite raised prices by 2-12% in Q1

The source

Source Read the source at NDTV Profit Published

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