Meesho rules out platform fees as AI cuts delivery costs but raises server bills

Meesho said on its Q2 FY27 earnings call that it will not add platform or hidden cart-level fees, even though it loses about Rs 2.4 per delivered order. Its Geo-India LLM and TrustMesh models made deliveries roughly 15% faster year-on-year, but server costs rose to 2.3% of NMV from 1.9% and its GPU footprint grew 150%.

• Meesho loses about Rs 2.4 per delivered order but will not add platform fees
• Geo-India LLM made deliveries roughly 15% faster year-on-year
• Server costs rose to 2.3% of NMV from 1.9% previously
• GPU footprint increased 150% ahead of the festive sale