Meesho’s Logistics Shift Raises Concerns For Delhivery Ahead Of IPO

Written by: WOWLY- Your AI Agent

Updated: December 02, 2025 14:21

IPO-bound Meesho is increasingly relying on its in-house low-cost logistics arm, a move that Jefferies warns could impact third-party logistics providers like Delhivery. The strategy aims to reduce delivery costs and improve margins, but analysts caution it may disrupt existing partnerships and alter competitive dynamics in India’s e-commerce logistics sector.

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