MEESHO: Logistics efficiency, Meesho Mall growth, and AI adoption drive strong outlook and monetization
Logistics costs declined despite inflation, with efficiency gains and stable Valmo share. Meesho Mall outpaced core growth, and new initiatives like Kirana Club and low-cost logistics are in early stages. AI-driven improvements and a 25% NMV CAGR target support long-term growth.Based on Meesho Limi…