| Revenue growth | No revenue figures disclosed; Blinkit NOV growth expected to pick up YoY. |
|---|---|
| Margins | Food margins flattish 1–2 years; Blinkit margins protected short-term. |
| Demand visibility | Mature cities growing rapidly; MTU growth continues; no sector trends quantified. |
| Management confidence | Balanced to cautious; declined multiple questions on guidance and metrics. |
Growth
No revenue or NOV growth figures stated; Blinkit NOV growth expected to pick up from the December quarter YoY.
Outlook
Food margins flat 1–2 years; FY29 $1B Adj. EBITDA reaffirmed; NOV/store ₹9 lakh/day vs ₹11 lakh target.
Risks
Food delivery competition intensified; accelerated Blinkit store expansion; dark.ai unmonetised with undisclosed future capex; evasive on food growth and key metrics.
Last quarter's promises, checked
Partly delivered
- Guided margins to keep improving, no near-term pressure → Blinkit margins 'protected' short-term, food margins flattish, Adj EBITDA expansion from operating leverage (= PARTIAL)
- Guided capex/store ₹2.5 Cr, lower over 6-9 months → ₹2.5 Cr blended reiterated, lower run-rate not shown (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ETERNAL. Summary written with AI assistance from the document.
Eternal Ltd: key numbers
- Share price
- ₹326.00
- Market cap
- ₹3,14,601 Cr
- Revenue (annual)
- ₹54,364 Cr
- Net profit (annual)
- ₹366.0 Cr
- P/E (TTM)
- 638.1×Sector 61.5×
- 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.
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- Execution
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Eternal Merger & Restructuring Worth ₹130.8 Cr
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- ₹130.8 Cr
- Execution
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Eternal Other Announcement
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Eternal Q2 FY27 Results: Net Profit ₹125 Cr, Up 92.3% YoY
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- Key figure
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Eternal Board Meeting Date
Eternal Limited will hold a board meeting on October 21, 2026, to approve the financial results for the quarter and half-year ended September 30, 2026.