ETERNAL LIMITED has informed the Exchange regarding Board meeting held on July 21, 2025.
ETERNAL · price
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On the reaction day the stock moved 6.8 pts more than Nifty 100 and 7.5 pts more than its E-Retail/ E-Commerce peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Eternal Limited reported consolidated revenue from operations of Rs 7,167 crores for Q1 FY26, up 70% YoY from Rs 4,206 crores, driven by Quick Commerce (+155% to Rs 2,400 cr), Hyperpure supplies (+89% to Rs 2,295 cr) and Going Out (+118% to Rs 207 cr). However, profit after tax fell sharply to Rs 25 crores from Rs 253 crores in Q1 FY25, as costs — especially delivery charges (Rs 1,869 cr) and employee expenses (Rs 830 cr) — climbed much faster than revenue, with PBT margin compressing to ~1.2% from ~5.4% YoY. The board approved incorporation of a wholly-owned subsidiary 'Blinkit Foods Limited' for food services, re-appointed Deloitte Haskins & Sells as statutory auditors for a second 5-year term, and scheduled the 15th AGM for August 19, 2025. The auditor's review report flagged ongoing GST disputes on delivery charges — demand orders of Rs 420 crores and show-cause notices of Rs 21 crores — which the company is contesting.
Strong top-line momentum across all major segments, especially Blinkit's quick commerce business, is a positive, but the sharp fall in profitability and continued losses in the quick commerce segment (Rs 42 cr loss) raise concerns about margin trajectory. Shareholders should watch the GST litigation outcome and how the new Blinkit Foods subsidiary impacts group costs.