ALFA Finder| Revenue growth | 60%+ CAGR guidance for quick commerce business. |
|---|---|
| Margins | QC contribution slightly dipped; targeting 5-6% steady-state EBITDA margin. |
| Demand visibility | Strong MTU additions despite competition; seasonality expected to drive June quarter. |
| Management confidence | High confidence in maintaining pricing discipline and delivering three-year growth targets. |
Growth
Food delivery order growth at 15% YoY; quick commerce (QC) order growth exceeded 90% YoY.
Outlook
Guided 60% CAGR for QC; dark store target of 3,000 by March; targeting 5-6% steady-state margins.
Risks
Intense competitive activity, high discounting in QC, and potential fuel price impacts on delivery costs.
Earnings Call filed with BSE, NSE: ETERNAL. Summary written with AI assistance from the document.
Eternal Ltd: key numbers
- Share price
- ₹365.95
- Market cap
- ₹3,53,155 Cr
- Revenue (annual)
- ₹54,364 Cr
- Net profit (annual)
- ₹366.0 Cr
- P/E (TTM)
- 716.3×Sector 66.2×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 33.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Eternal Ltd
All →Eternal Earnings Call Transcript: Key Takeaways
Q2FY27 call disclosed no financial figures. Management held food margins flattish for 1–2 years, reinvested in quick commerce expansion, maintained the $1B FY29 Adjusted EBITDA guide, and declined to quantify key metrics.
Eternal Acquisition Worth ₹156 Cr
Eternal Ltd agreed to acquire Mygate (Vivish Technologies) for ₹156 Crore via a 16:1 Adonmo share swap. Board-approved deal is set to close by December 5, 2026.
- Value
- ₹156.0 Cr
- Execution
- On or before December 5, 2026
Eternal Merger & Restructuring Worth ₹130.8 Cr
Eternal Limited sold its India going-out business to subsidiary ZEPL for ₹130.76 Crore. The board-approved slump sale is a related-party transaction at arm's length.
- Value
- ₹130.8 Cr
- Execution
- Expected completion by 20-Nov-2026
Eternal Other Announcement
Eternal Limited submitted its Monitoring Agency Report for the quarter ended September 30, 2026, confirming that the QIP proceeds utilization aligns with the original objects.
Eternal Business Update
Eternal Ltd filed a Q2FY27 shareholders' letter under Reg 30, containing the CEO's strategy Q&A on a new AI product (dark.ai) and non-GAAP headline metrics.
Eternal Q2 FY27 Results: Net Profit ₹125 Cr, Up 92.3% YoY
Eternal Ltd reported revenue from operations of ₹24,138 Cr (+77.6% YoY) and net profit of ₹125 Cr (+92.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹125 Cr · +92.3% YoY