Cracking profit doubts in India’s e-com market

Can asset light models scale in Indian e-com

Why GMV outruns NMV and losses widen now?

What's path ahead for profits and losses now?

Has Meesho reset IPO price expectations now?

What drives Meesho’s next phase of expansion?

 What is the overall size of this market? 

How big is Meesho’s fintech bet and its future

Meesho bets on asset-light, value-first growth

Can Meesho crack value ecom where others fell?

Can Meesho stay asset light at massive scale?

Why Meesho leans on fintech as new growth bet?

What’s most surprising in Meesho’s market leap

Conclusion

Credits

A zero-commission bet that rewired India’s e-commerce playbook. In this episode of The Morning Brief, host Samidha Sharma and ET’s Pranav Mukul break down Meesho’s unconventional rise with CEO Vidit Aatrey from leveraging WhatsApp resellers and an asset-light model to becoming a category-shaping marketplace challenging Amazon and Flipkart without owning warehouses. With 50% order growth, positive cash flows, and plans to go public, Meesho now eyes AI-led personalisation, financial services, and deeper entry into affordable categories. But as return rates climb, margins thin, and investor scrutiny sharpens, a bigger question looms: can Meesho scale sustainably while staying true to its low-cost DNA?


Tune in.

You can follow Samidha Sharma on her Linkedin, X profiles and read her Newspaper Articles. 

You can follow Pranav Mukul on her Linkedin, X profiles and read her Newspaper Articles. 

Check out other interesting episodes from the host like

Battle Beyond Borders, Peace Perished: Explaining the Pahalgam Terror Attack, Corner Office Conversation with Sridhar Vembu, CEO, of Zoho Corporation, Rebel Foods’ chief on Building Brands, Tech, and an IPO on the Horizon and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

A zero-commission bet that rewired India&rsquo;s e-commerce playbook. In this episode of The Morning Brief, host Samidha Sharma and ET&rsquo;s Pranav Mukul break down Meesho&rsquo;s unconventional rise with CEO Vidit Aatrey from leveraging WhatsApp resellers and an asset-light model to becoming a category-shaping marketplace challenging Amazon and Flipkart without owning warehouses. With 50% order growth, positive cash flows, and plans to go public, Meesho now eyes AI-led personalisation, financial services, and deeper entry into affordable categories. But as return rates climb, margins thin, and investor scrutiny sharpens, a bigger question looms: can Meesho scale sustainably while staying true to its low-cost DNA?
 Tune in. You can follow Samidha Sharma on her <a href="https://www.linkedin.com/in/samidha-sharma-285b4a7/?original_referer=&amp;originalSubdomain=in">Linkedin</a>, <a href="https://x.com/samidhas">X</a> profiles and read her <a href="https://economictimes.indiatimes.com/etreporter/author-samidha-sharma-20400.cms?from=mdr">Newspaper Articles</a>. You can follow Pranav Mukul on her <a href="https://www.linkedin.com/in/pranavmukul/?originalSubdomain=in">Linkedin</a>, <a href="https://x.com/pranavmukul">X</a> profiles and read her&nbsp;<a href="https://economictimes.indiatimes.com/etreporter/author-pranav-mukul-479259077.cms?from=mdr">Newspaper Articles</a>. Check out other interesting episodes from the host like
<a href="https://economictimes.indiatimes.com/news/morning-brief-podcast/morning-brief-podcast-battle-beyond-borders/podcast/121052322.cms?from=mdr">Battle Beyond Borders</a>, <a href="https://podcasts.apple.com/gb/podcast/peace-perished-explaining-the-pahalgam-terror-attack/id1568661777?i=1000704659454">Peace Perished: Explaining the Pahalgam Terror Attack</a>, <a href="https://podcasts.apple.com/us/podcast/corner-office-conversation-with-sridhar-vembu-ceo-of/id1568661777?i=1000731722016">Corner Office Conversation with Sridhar Vembu, CEO, of Zoho Corporation</a>, <a href="https://podcasts.apple.com/in/podcast/rebel-foods-chief-on-building-brands-tech-and-an-ipo/id1568661777?i=1000733234302">Rebel Foods&rsquo; chief on Building Brands, Tech, and an IPO on the Horizon</a> and <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777">much more</a>. Catch the latest episode of &lsquo;The Morning Brief&rsquo; on <a href="https://economictimes.indiatimes.com/podcast?from=mdr">The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777">Apple Podcasts</a>, <a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_">JioSaavn</a>, <a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief">Amazon Music</a> and <a href="https://www.youtube.com/@theetpodcasts">Youtube</a>.

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

Meesho's Market Moment

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