Meesho’s Valmo | Erosion of Delhivery’s Margins
Delhivery faces volume erosion as Meesho migrates orders to Valmo, impacting revenue and creating pricing pressure in the 3PL market.
299 Views
Meesho IPO | Seller Operations and Nuances | India Internet Dynamics
Meesho is a narrative of profitable arbitrage in logistics and ad-tech, creating a moat in low-cost retail market. Primary downside risk due to...
274 Views
Bajaj Housing Finance (BHF IN) | Running to Stand Still
Bajaj Housing Finance is priced for perfection in an imperfect and deteriorating environment, with a critical red flag being the elevated...
766 Views
Dabur India Ltd (DABUR IN) | Excuses Mount, Reduced Disclosures, Guidance Cut
Dabur India Ltd facing declining business volume and value, masking structural weakness with recurring excuses and obscured metrics, leading to...
666 Views
Tata Capital Limited - IPO | Underwriting, Collections & Attrition
Tata Capital's IPO showcases branch growth and loan book strength, but concerns arise over sourcing disclosures and regulatory lapses in...
722 Views