Meşo da Valmo Delhivery ton Aage Nikliya: E-commerce Logistics Power Shift da Parda Fash!

Parcel Volume vich Valmo ne Delhivery nu Piche Shadd Dita

Meşo de dedicated in-house logistics arm, Valmo, ne India de sab ton vaddi third-party logistics provider, Delhivery, nu quarterly parcel shipment volume vich piche shaddan da ik mahatvapurna milestone haasil kita hai. Eh vikas Meşo de delivery operations nu internalize karan di strategic pivot vich ik mahatvapurna tezi da sanket dinda hai.

Mukh Tare Vistr Ate Vadh

• Fiscal year 2026 (Q1 FY26) de pehle quarter vich, Valmo ne 295.7 million shipments process kitiyan.
• Eh volume usi dauran Delhivery dwara handle kiti gayian 208 million Express Parcel shipments ton kaafi zyada si.
• Meşo de red herring prospectus ton miliyan jankariyan dasdiyan ne ki Valmo da order volume Q2 FY26 vich 399.7 million ate FY26 de pehle half (H1 FY26) vich ek zabardast 695.42 million tak pahunch gaya.
• Seedhi tulna vich Delhivery ne Q2 FY26 vich 246 million shipments poore kitiye, jo Valmo di lagatar vadhan wali trajectory nu highlight karda hai.

Internalization Strategy Ate Market Share

• Valmo hun Meşo de total order volume da lagbhag 65% hissa rakhda hai, jo saal di shuruat vich 50% share ton kaafi vadhotri hai.
• Meşo de co-founder ate CEO Vidit Aatrey ne company de logistics network vich lagatar investment par zor dita hai taan karke kharch kam hon, efficiency vadhe ate fayde customers tak pahunchaye ja sakan.
• Eh internalization strategy Meşo de low-cost marketplace model lyi competitive ate sustainable bane rehn lyi vital hai.

Third-Party Logistics (3PL) Te Asar

• Valmo dwara manage kiti jandiyan deliveries da vadhan wala share bahari third-party logistics (3PL) providers lyi ghat orders da pool chhad da hai.

• Delhivery CEO Sahil Barua ne maana hai ki Valmo di growth sachmuch Delhivery de volume growth nu prabhavit kar rahi hai.

• Barua ne ik aisi future consolidation da sujhav dita jithe Meşo de volumes Valmo ate Delhivery jehe high-quality players de vich vadhe jaan ge.

• Analysts da kehna hai ki je Valmo jehe in-house networks bahari vikretyan nu apni infrastructure offer karan shuru kar dinde han, taan eh seedhi competition paida karega ate swatantar 3PL companies lyi ik vadda threat hovega.

Bhavikhan Nu Nazran

• Valmo da deliveries vich internal share hor vadhan di projection hai kyonki Meşo apne logistics capabilities nu hor gehra kar reha hai.
• Industry estimates de anusaar, Valmo bhavikhan vich Meşo de 75-80% orders handle kar sakda hai, jisda sirf 20% hi 3PLs lyi bachange.
• Logistics sector de long-term competitive dynamics tyan reshape ho sakde ne jad Valmo jehe captive networks exclusive bane rehan ya bahari clients nu apni services offer karan.

Asar

• Eh trend seedhe Delhivery nu asar karda hai kyonki Meşo, ik bade client ton order volume ghat sakda hai.
• Eh India de vadhi jandiyan e-commerce sector vich swatantar 3PL providers lyi market da tight hona signal karda hai.
• Logistics ate e-commerce sectors de investors nu competitive landscape ate in-house logistics arms ate third-party providers di strategies te nazar rakhni hovegi.
• Asar Rating: 8

Aukhe Shabdan Di Vyakhiya

• Valmo: Meşo di company di malakkiyat vichli in-house logistics ate delivery service.
• Delhivery: Ik leading Indian company jo third-party logistics services provide kardi hai.
• IPO-bound: Aisi company jo Initial Public Offering (IPO) de zariye shares issue kar ke public tor te trade hon da irada rakdi hai.
• Red Herring Prospectus (RHP): IPO ton pehlan regulatory bodies kol ik prarambhik filing, jisme company de business, financials, ate offering terms di details hundiyan ne.
• Quarterly Order Volumes: Ik teen mahine de financial quarter vich process ya deliver kiti gayian orders di kul sankhya.
• H1 FY26: Fiscal year 2026 da pehla half, aam taur te April 1 ton September 30, 2025 tak.
• 3PL (Third-Party Logistics): Oh companies jo transportation, warehousing, ate distribution jehi outsourced logistics services provide kardiyan ne.
• Marketplace: Ik online platform jo kai kharidaran ate vikretyan de vich transactions nu facilitate karda hai (e.g., Meşo, Amazon).
• Incremental Growth: Ik specific period vich anubhav kiti gayee additional growth.
• Captive Logistics Networks: Logistics operations jo ik company dwara primarily apne internal needs lyi malakkiyat vich rakhe ate manage kiti jandi han.