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Meesho Logistics: IPO Highs Meet Economic Realities
17 Feb
Summary
- Meesho's logistics arm faces its biggest test post-IPO.
- The company's stock experienced a sharp post-listing reality check.
- Investor enthusiasm was high during the December 2025 IPO.
Meesho's logistics division is currently facing its most crucial trial, focusing on transforming its breakneck expansion into enduring economic viability. The company's public market debut in December 2025 was met with significant investor enthusiasm, and its stock listed at a substantial premium, marking one of the year's most successful IPOs.
This strong market reception initially appeared to validate Meesho's distinct, value-focused approach to India's e-commerce landscape. However, within weeks of the listing, the initial market euphoria gave way to intense scrutiny of the company's operational performance and economic foundations.
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