ME MEESHO.NS Meesho Limited Loading... : Investor Sentiment and Bull/Bear Views

Meesho is the second business Raas owns. It is India's dominant value e-commerce platform, comparable to PDD or Shopee. Gami thinks the value-commerce model (wide selection, lowest absolute prices, slower delivery) will end up larger than the Amazon-style model in markets where incomes skew lower. He calls Meesho effectively a monopoly: it handles about 70-80% of e-commerce in tier-3 and tier-4 cities, where about 1.2 of India's 1.5 billion people live, and most trucks running from big-city warehouses to these towns carry Meesho goods. That scale gives it logistics utilization a new entrant could not match. It is also counter-positioned against Amazon, Flipkart and Blinkit: its ~$3 average order value roughly equals their logistics cost per order, against their $15-20 order values. The young founder is intensely customer-obsessed. The company's goal is to cut prices every year through seller competition and cheaper logistics, and staff spend time living near small-town sellers and customers. Gami sees financial services as the next act (BNPL, then unsecured lending) for about 300 million largely unbanked customers.