Valmo
Ask about this →0 mentions · last seen 6/5/2026
Signals
Meesho's in-house Valmo slips below 50% share as hinterland scale strains asset-light model
Valmo, Meesho's captive logistics arm, scaled from 2% of shipments in FY23 to over 60% before retreating below 50% in Q4FY26. Peaks of 5,000 orders/minute and a push into hinterland geographies exposed cracks in its cost-first playbook, forcing Meesho to lean back on third-party partners like Delhivery.
The Ken · Stream · 5/13/2026, 10:31:27 PM