Milestone · Commerce & Consumer Brands

Meesho shares AI integration details in shareholder letter

What they do

Meesho is an e-commerce platform focused on value-conscious shoppers, mainly in smaller cities

Its shareholder letter reveals AI is used in coding, testing, and personalised feeds, with over 75% of orders coming from AI-led recommendations

The company reported 264 million annual users and a loss of Rs 1,357 crore in FY26, largely from new user acquisition spending

Meesho's shareholder letter details AI integration across its operations.
Over 70% of Meesho's code is generated using AI tools.
CEO Vidit Aatrey says AI is applied in coding, testing, reviews, and deployment.
Platform experiments in Q4 FY26 doubled year-over-year.
Over 75% of orders come via AI-led personalised feeds, not search.
A voice-based commerce assistant called Vaani is being tested.
Vaani saw about 1.5 million users in its first month.
Nearly 79% of users said voice made shopping easier.

The letter shows Meesho's deep commitment to AI to improve efficiency and user experience.
AI improvements led to a 15% increase in conversion and a 27% cut in time for new seller listings to gain traction.
The in-house ML stack operates at 60-70% lower cost than cloud services, processing over 6.4 trillion inferences at peak.
Meesho reported 264 million annual users and 2.67 billion orders in FY26, with most users from smaller cities.
The company's loss of Rs 1,357 crore in FY26 is largely due to continued spending on new user acquisition.

Meesho is an e-commerce platform for value-conscious shoppers, mainly in smaller cities.
It had 264 million annual users and 2.67 billion orders in FY26.
Most users come from smaller cities.
The platform uses AI for personalised feeds, with over 75% of orders coming from AI-led recommendations.
It is backed by SoftBank.