ETERNAL LIMITED Q4 FY25 earnings call summary

Earnings call of 1 May 2025, summarised by AI from the filing.

20% is a long-term 4-5 year CAGR guidance for food delivery.

Key takeaways

1. Growth guidance 20% is a long-term 4-5 year CAGR guidance for food delivery.
2. Competition impact Visible in lack of margin expansion, pressure on delivery fees and high-margin categories.
3. Growth drivers Affordability, assortment, and delivery timelines; no meaningful dent made yet.
4. Margin risk Competition causing pressure on margins due to inability to charge higher delivery fees.

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

• Q1 FY27: Earnings call (22 Jul 2026)
• Q4 FY26: Earnings call (28 Apr 2026)
• Q3 FY26: Earnings call (21 Jan 2026)
• Q2 FY26: Earnings call (16 Oct 2025)
• Q1 FY26: Earnings call (21 Jul 2025)
• Q4 FY25: Earnings call (1 May 2025)