Eternal Q1FY27: Revenue up 173% YoY, EBITDA up 223% YoY

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

ETERNAL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

Eternal (formerly Zomato) reported strong Q1FY27. B2C NOV grew 54% YoY to INR 31,120 crore. Adjusted Revenue rose 173% YoY to INR 20,648 crore (66% like-for-like). Adjusted EBITDA surged 223% YoY to INR 555 crore. Food delivery EBITDA margin hit 5.6% of NOV; Blinkit turned profitable at INR 102 crore for the fifth consecutive quarter. District grew 60% YoY. Cash stood at INR 18,288 crore. Management outlined a 41.7% pre-tax ROCE framework for quick commerce.

Likely market impact

Margin gains across food delivery, Blinkit and Hyperpure. Cash position of INR 18,288 crore supports capex. GST notices of INR 447 crore remain a watch item.