Primer: Meesho (MEESHO IN) - Dec 2025
Meesho has established itself as a significant player in Indian e-commerce, particularly targeting price-sensitive consumers in Tier 2 and Tier...
90 Views
The Beat Ideas: Meesho Ltd- Deciphering India’s Value-E-Commerce Giant
​Meesho's IPO focuses on deepening technology and AI capabilities to defend its unique "discovery-led" e-commerce model against competitors.
215 Views
Meesho:Data Science Workhorse;Fast Evolving—Venturing into Financial Services & Other AI Investments
We expect a strong listing for Meesho shares today. The IPO saw robust demand, with overall subscription reaching 79x, led by institutional...
597 Views
Meesho Ltd IPO Trading - Robust Overall Demand
Meesho Ltd (ML) raised around US$606m in its India IPO. In this note, we talk about the demand and the trading dynamics.
217 Views
Meesho’s Valmo | Erosion of Delhivery’s Margins
​Delhivery faces volume erosion as Meesho migrates orders to Valmo, impacting revenue and creating pricing pressure in the 3PL market.
326 Views