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ETERNAL LIMITED Q1 FY26 earnings call summary

NSE: ETERNAL · BSE: 543320

Earnings call of 21 Jul 2025, summarised by AI from the filing.

Eternal Q1 FY26: Blinkit margin improves to -1.8%, plans 1P transition in 2-3 quarters; food delivery growth bottoms out.

Key takeaways

  1. Quick commerce margin Adjusted EBITDA margin improved to -1.8% in Q1 FY26 from -2.4% in Q4 FY25.
  2. Margin guidance Expects margin improvement to continue, subject to competitive intensity remaining the same.
  3. 1P transition Plans to move most inventory to 1P over next two to three quarters, with margin accretion in same timeframe.
  4. Food delivery growth NOV growth bottomed out; early signs of better app opens and resurrection rates.

Original filing on BSE

ETERNAL LIMITED Q1 FY27 results

As filed: Revenue ₹20,211 cr (+182% year on year), EBITDA ₹594 cr (+300% year on year), PAT ₹92.0 cr (+268% year on year), EBITDA margin 2.9% (+133 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹17,292 cr (+196% year on year), EBITDA ₹486 cr (+300% year on year), PAT ₹174 cr (+300% year on year), EBITDA margin 2.8% (+158 bps). Score 89 of 100, Above trend. EBITDA margin rose 158 bps year on year. Other income 150% of PBT. Not enough history for a trend yet: scored on growth alone. Share price after the results: −8.0% in 30 days (Nifty 500: −1.5%).
  • Q3 FY26: Revenue ₹16,315 cr, EBITDA ₹368 cr, PAT ₹102 cr, EBITDA margin 2.3%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹16,315 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −3.3% in 29 days (Nifty 500: −0.7%).
  • Q2 FY26: Revenue ₹13,590 cr, EBITDA ₹239 cr, PAT ₹65.0 cr, EBITDA margin 1.8%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹13,590 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −11.4% in 30 days (Nifty 500: +2.3%).
  • Q1 FY26: Revenue ₹7,167 cr, EBITDA ₹115 cr, PAT ₹25.0 cr, EBITDA margin 1.6%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹7,167 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +21.4% in 29 days (Nifty 500: −3.4%).
  • Q4 FY25: Revenue ₹5,833 cr, EBITDA ₹72.0 cr, PAT ₹39.0 cr, EBITDA margin 1.2%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹5,833 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −1.3% in 30 days (Nifty 500: +3.1%).

Past price moves after results do not indicate future moves. Not a recommendation.

ETERNAL LIMITED earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.