Meesho's in-house Valmo network buckles past 5,000 orders/minute, share slips below 50% in Q4FY26
Valmo scaled from 2% of Meesho shipments in FY23 to a 60% peak before retreating under 50% last quarter, as the asset-light model strained to crack hinterland routes. CEO Vidit Aatrey is pushing further expansion even as Delhivery reclaims volume on a base heading toward 2.7 billion orders in FY26.
Meesho's in-house logistics arm Valmo scaled from 2% to 60% of shipments before slipping below 50% in Q4FY26, as cost-first asset-light model struggled to penetrate hinterlands; CEO Aatrey signals further expansion despite operational strain.