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Meesho grey market premium falls to 36%

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The Meesho grey market premium has dropped to 36%, signaling cooling investor sentiment just days before the company’s highly anticipated IPO listing. The fall in GMP comes after weeks of strong demand that pushed subscription numbers to record highs.

What Is the New GMP for Meesho?

Reports from the unlisted market show that the Meesho grey market premium has declined from earlier highs of 55–60% to around 36%. This means the stock is expected to list at a price moderately above its issue price, but lower than earlier expectations.

GMPs often fluctuate based on:

  • Market liquidity
  • Investor sentiment
  • Overall subscription levels
  • Broader market volatility

Why Meesho’s Grey Market Premium Fell

Analysts suggest several factors behind the drop:

  1. Profit‑booking in grey markets after strong early premiums.
  2. Market volatility, especially in tech and ecommerce stocks.
  3. Concerns about Meesho’s profitability path, even with improving financials.
  4. High IPO valuations, which may have lowered enthusiasm.

Despite the decline, the 36% GMP still reflects strong demand relative to other recent tech IPOs.

How the Subscription Numbers Look

Meesho’s IPO witnessed massive investor interest:

  • Overall subscription soared from institutional and retail categories.
  • Market watchers expect strong listing volumes.

However, falling GMP indicates that the listing pop may be moderate rather than explosive.

What GMP Means for Investors

The Meesho grey market premium serves as an informal sentiment indicator. While not an official measure, it helps investors gauge:

  • Expected listing price
  • Market enthusiasm
  • Short-term outlook

A 36% GMP suggests that investors still foresee decent upside, but the market is becoming cautious.

Background: Meesho’s Growth Journey

Meesho, founded in 2015, has grown rapidly as a marketplace for:

  • Small sellers
  • Local businesses
  • Value-conscious consumers

The company has posted improving financial performance with:

  • Strong revenue growth
  • Reduced losses
  • Expanding user and seller base

These fundamentals have contributed to high interest in the IPO, even as GMP begins to cool.

What Happens Next

Investors will now watch:

  • Final listing price on the stock exchange
  • Market response during opening hours
  • Long-term performance driven by profitability and operational efficiency

A moderate GMP also leaves room for long-term investors looking for stable growth opportunities.

Conclusion

The Meesho grey market premium falling to 36% highlights a shift in investor sentiment ahead of listing. While enthusiasm has cooled slightly, expectations remain positive. The IPO is still considered one of the most closely watched tech listings of the year, and investors will be keen to see how Meesho performs on the debut.

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