| 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
- ₹335.00
- Market cap
- ₹3,23,287 Cr
- Revenue (annual)
- ₹54,364 Cr
- Net profit (annual)
- ₹366.0 Cr
- P/E (TTM)
- 746.6×Sector 67.6×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 29.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Eternal Ltd
All →Eternal Other Announcement
Eternal Ltd disclosed an ESG rating of 76.00 (Leader band) assigned by Niche Ninety Nine Capability and Certifications for FY 2026. No transactional or operational impact is indicated.
Eternal Other Announcement
CRISIL ESG Ratings & Analytics has assigned an ESG rating of '72' and a Core ESG rating of '74' to Eternal Limited for FY2026.
Eternal Earnings Call Transcript: Key Takeaways
Eternal Limited (formerly Zomato) reported Q1FY27 earnings with strong volume growth. Management raised long-term quick commerce margin guidance, focusing on store efficiency and infrastructure over subsidies.
Eternal Q4 FY26 Results: Net Profit ₹174 Cr, Up 346.2% YoY
Eternal Ltd reported revenue from operations of ₹17,292 Cr (+196.5% YoY) and net profit of ₹174 Cr (+346.2% YoY) for Q4 FY26.
- Key figure
- Net profit ₹174 Cr · +346.2% YoY