| EBITDA Margin guidance | 5.0% → 6.0% Raised by 1.0 percentage points |
|---|
| Margins | Targeting 4% GAAP EBIT and 6% Adjusted EBITDA long-term. |
|---|---|
| Demand visibility | Strong, specifically in existing cities and newer customer cohorts. |
| Management confidence | High; citing predictable competition and efficiency gains. |
Growth
Blinkit delivered 21% QoQ volume growth; food delivery MTUs accelerated through new user acquisition and higher frequency.
Outlook
Raised long-term quick commerce Adjusted EBITDA margin guidance to 6%; Capex increased to INR 2.5 Cr per store.
Risks
Predictable but high competitive intensity from subsidies; impact of minimum wage increases on operating costs.
Last quarter's promises, checked
Delivered
- Guided 3,000 stores by March → On track (= BEAT)
- Guided 60% CAGR for Quick Commerce → Reaffirmed (= BEAT)
- Guided 5-6% long-term margins → Reaffirmed (= BEAT)
Partly delivered
- Guided 100% growth for FY27 → Now 70-80% (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: ETERNAL. Summary written with AI assistance from the document.
Eternal Ltd: key numbers
- Share price
- ₹329.00
- Market cap
- ₹3,17,497 Cr
- Revenue (annual)
- ₹54,364 Cr
- Net profit (annual)
- ₹366.0 Cr
- P/E (TTM)
- 733.2×Sector 66.8×
- 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.
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