Fractal, Meesho Slide Over 6% Each After Q1 Results

by · Inc42

SUMMARY

  • Shares of Fractal and Meesho fell over 6% intraday following their Q1 FY27 results, as investors looked past strong YoY headline numbers to near-term growth concerns
  • The selloff highlights investor sensitivity to forward-looking commentary, with Fractal flagging weaker-than-expected TMT performance and Meesho signalling moderation in Q2 NMV growth alongside higher customer acquisition spending
  • Fractal expects TMT to recover sequentially from Q2 despite near-term wage pressure, while Meesho’s Q2 growth could be hit by the shift of its flagship sale to Q3 and increased festive-season investments