Stockrabit · Analysts
Questions across 7 calls

Samarth Patel

Equirus Securities

Meesho Limited

Meesho Limited CC-May26.pdf · 2026-05-06
Thanks for providing me the opportunity and congrats on great set of numbers. My first question is on the advertisement comments that you provided. What percentage of our sellers are currently actively spending on advertisement versus let's say total base of 960,000 sellers that we have? And extension of that is given that the sellers are ROE sensitive, what is the minimum ROAS threshold that needs to be provided to these sellers across categories? So that's the first question.
Understood, that's really helpful. Now my second question is Meesho Mall NMV is growing really well for us. So , now as you move beyond let's say unbranded goods and into from unbranded goods to FMCG and beauty, how does the contribution margin for Mall transactions compare versus our core marketplace business?

Affle 3i Limited

Affle 3i Limited CC-Nov25.pdf · 2025-11-03
I have a couple of questions. First question is, what is the current margin mix between India and emerging markets and developed markets? Where do you see more room for structural improvement? Any flavour on that would be really helpful.
My second question is, with 25% of our revenue coming via agencies and the broader AI-led disruption of the agency model, how should we think about our direct client and agency mix and ultimately, the wallet share outlook there?
Affle 3i Limited CC-Jun25.pdf · 2025-07-28
Congratulations on a good set of numbers. I think you touched upon the Equalization Levy and savings because of that. But on the revenue side, by removal of the Equalization Levy, I think advertisement cost on global platforms for Indian businesses have declined and which should have freed up some sort of digital marketing budgets. Do you expect this shift to benefit us? How should the dynamics play out here? If you can just double click into that, that would be really helpful.

Swiggy Limited

Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript · 2025-02-05
Now, on the quick commerce side, there has been significant increase in fixed costs, both like semi-fixed cost as well as overall fixed cost, ex of marketing, right? So, how much of it would be, let's say, A, we are replacing existing darkstores with the larger darkstores; B, we are opening darkstores, but within existing city and the third, we are just opening the new city? So, any flavour on that would be really helpful.
Yes. But any, like, flavour would be really helpful for us to understand.
Swiggy Limited CC-Dec24.pdf · 2025-02-05
Now, on the quick commerce side, there has been significant increase in fixed costs, both like semi-fixed cost as well as overall fixed cost, ex of marketing, right? So, how much of it would be, let's say, A, we are replacing existing darkstores with the larger darkstores; B, we are opening darkstores, but within existing city and the third, we are just opening the new city? So, any flavour on that would be really helpful.
Yes. But any, like, flavour would be really helpful for us to understand.
Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript of the Earnings Conference Call for Analysts and Investors conducted on December03, 2024 · 2024-12-03
Thank you so much for providing me the opportunity…