Meesho insourcing impact on Express Parcel volumes
Meesho's increasing self-logistics could reduce volumes for Delhivery, though management notes they are satisfied with current volumes and the strategy is fluid.
DELHIVERY / Q1-FY25 / risks
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Delhivery · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Aggressive pricing from traditional competitors in D2C
Competitors like Blue Dart may price aggressively in the D2C segment, but management believes their cost leadership and service quality provide a buffer.
Quick commerce disruption to e-commerce logistics
Quick commerce growth could shift volumes away from traditional e-commerce, but management views the impact as narrow and limited to specific categories.