ilmscore | India's Next Big Wave | E commerce Boom | CA Rachana Ranade

India's Next Big Wave | E commerce Boom | CA Rachana Ranade

Published: 2025-11-21
Status: Available | Analyzed

Predictions from this Video

Total: 12
Correct: 7
Incorrect: 0
Pending: 5
Unrated: 0
Prediction
Topic
Status
The Indian retail market is projected to grow from ₹83 trillion to ₹123-135 trillion by 2030.
"Currently the overall Indian retail market stands at a valuation of ₹83 trillion and it is expected to reach ₹123 to ₹135 trillion by 2030."
Indian E-commerce Market Growth
Pending
India's e-commerce Gross Merchandise Value (GMV) is expected to reach ₹15 to ₹18 trillion by 2030.
"Now this e-commerce currently if I talk about the overall GMV. GMV is Gross Merchandise Value. The total value that by 2030 this is expected to grow to 15 to 18 trillion."
E-commerce GMV Growth in India
Pending
Value e-commerce is predicted to be the next major growth area in India.
"Now if I tell you that value e-commerce is something which can be the next big thing"
Value E-commerce Growth in India
Correct
Content commerce, driven by short videos and live stream shopping, became a $1 trillion channel in China by 2020, surpassing Alibaba.
"2020 onwards it was more about short videos, live stream shopping and this became a one trillion dollar commerce channel which became bigger than Alibaba"
Content Commerce Growth in China
Correct
In China, 40-50% of e-commerce GMV is generated through content commerce.
"So overall gross merchandise value, how much is coming from content commerce in China, it is 40 to 50% out of whatever GMV they are generating e-commerce."
Content Commerce GMV Percentage in China
Correct
Meesho has the potential to become India's value e-commerce champion by combining value commerce and content commerce, similar to Pinduoduo and TikTok China's success.
"if we can combine that with content commerce something like Du Dau in and TikTok China we may enter that phase where we can have our Pindu Dau moment and our TikTok China moment and I think that is where Meesho can really come in as India's value e-commerce champion."
Meesho's Potential Growth
Pending
Sellers can gain immediate access to over 200 million buyers on Meesho.
"Ok? So all in all sellers could like Meesho for one main point that sellers can get instant access to 200 plus million buyers who are already present on the platform"
Meesho's Seller Growth
Correct
Meesho's cost per delivery is ₹43, significantly lower than the industry standard of ₹80.
"Industry standard for cost per delivery is around ₹80 and for Meesho it is ₹43"
Meesho's Logistics Cost Efficiency
Pending
In 2025, over 50% of products sold on Meesho are expected to be apparel and footwear/accessories.
"So all in all just to wrap up this segment what sort of products are majorly sold if check at 2025 data more than 50% is sold by two product categories one is apparel and one is footwear and accessories."
Meesho's Revenue Growth Potential
Pending
Reducing logistics costs could lead to an increase in Meesho's EBITDA and overall profitability.
"Now if they are able to make some solution, if they are able to come up with some solution around this, where their logistics cost decreases? Can their EBITDA increase? Yes. Can their profitability increase? Yes."
Meesho's Profitability Improvement Potential
Correct
Meesho anticipates potentially continuing to incur losses even with adequate revenue generation and cash flow management.
"And the last line they say is that if we are able to generate adequate revenues and manage our cash flows and expenses, we may continue to incur losses."
Meesho's Loss Trend
Correct
The increasing trend in prepaid orders on Meesho is considered a positive sign.
"So is it a good sign that this prepaid orders percentage is in an increasing trend? The answer is yes."
Meesho's Prepaid Order Growth
Correct