Eternal Official Board and Financial Highlights (per BSE Filing)
- Board Meeting Held: July 21, 2025; Approval of consolidated and standalone results for Q1 FY26.
- Subsidiary Update: Initiation to incorporate wholly owned Blinkit Foods Limited.
- Statutory Auditor: Re-appointment of Deloitte Haskins & Sells for five more years, subject to AGM approval.
- Key Financials (as per official filing):
- Revenue from Operations: ₹7,167 crore
- Profit for the Period: ₹25 crore
- EBITDA: ₹115 crore
- Segments Revenue Q1 FY26:
Segment Q1 FY26 Revenue (₹ crore) Food Delivery 2,261 Blinkit (Quick Commerce) 2,400 Hyperpure (B2B) 2,295 Going Out 207 Other 4 - Ongoing Legal: Company is contesting GST demand/orders totaling ₹441 crore, believes in strong legal standing.
- Business Note: This quarter also launched the transition to an inventory-led model for quick commerce, expecting future margin expansion.
Zomato Eternal Q1 2025 Results
Eternal Ltd (formerly Zomato Ltd) reported mixed Q1 FY26 results. While net profit plunged 90% YoY to ₹25 crore (from ₹253 crore), revenue soared 70% to ₹7,167 crore.
| Q1 FY26 | Q1 FY25 | YoY Change |
|---|---|---|
| Net Profit | ₹25 crore | -90% |
| Revenue | ₹7,167 crore | +70% |
| EBITDA | ₹115 crore | -35% |
Eternal Key Segment Performance
| Segment | Q1 FY26 Revenue (₹ crore) | YoY Growth (%) |
|---|---|---|
| Blinkit (Quick Commerce) | 2,400 | +154% |
| Zomato (Food Delivery) | 2,261 | +16% |
| Hyperpure (B2B) | 2,295 | +89% |
Factors Behind the Share Price Surge
- Revenue growth outpaced expectations, signalling robust operations despite lower margins.
- Blinkit's rapid expansion made it the largest contributor to total Net Order Value (NOV) this quarter.
- Investors are optimistic about Eternal's transition to an inventory-led quick commerce model, expecting improved EBITDA margins.
Eternal Management Outlook
CEO Deepinder Goyal noted improving demand trends for food delivery and aggressive expansion in quick commerce. The management aims at long-term profitability and continued market share gains, even if short-term profits are under pressure.
Market Reaction & Stock Performance
- Eternal Ltd’s stock hit an intraday high of ₹276.80 (+7.55%) post-results (NSE, July 21, 2025).
- The stock has gained over 25% year-to-date, reflecting positive investor sentiment.
Despite a sharp profit dip, Eternal Ltd’s strong top-line growth, operational expansion, and sector leadership underpin bullish investor confidence.
