ETERNAL LIMITED Q1FY27: Adjusted Revenue Surges 173% YoY to ₹20,648 Crore, EBITDA ₹555 Crore
ETERNAL LIMITED reported Q1FY27 results with Adjusted Revenue up 173% YoY to ₹20,648 crore and Consolidated Adjusted EBITDA at ₹555 crore. Food delivery NOV grew over 20% YoY, while quick commerce (Blinkit) achieved profitability with ₹102 crore Adjusted EBITDA. The company's cash balance stands at ₹18,288 crore.
The significant YoY growth in revenue and profitability, along with the positive turnaround in the quick commerce segment, is a material development for the company and its investors.
The company reported strong YoY growth in revenue and EBITDA, with key segments like quick commerce turning profitable. The overall financial performance and strategic initiatives indicate a positive outlook.
ETERNAL LIMITED (formerly Zomato Limited) announced its financial results for the first quarter of FY27, ending June 30, 2026. The company reported a significant YoY increase in Adjusted Revenue of 173%, reaching ₹20,648 crore, with a 17% sequential growth. This surge is primarily attributed to the shift to a 1P (first-party) model in quick commerce, where revenue now includes the full monetary value of goods sold, unlike the previous marketplace commission model.
Consolidated Adjusted EBITDA saw a substantial YoY growth of 223%, amounting to ₹555 crore, with a 29% increase quarter-on-quarter. The food delivery segment (Zomato) reported a Net Order Value (NOV) growth of over 20% YoY to ₹10,769 crore, with Adjusted EBITDA margin improving to 5.6% of NOV, resulting in a profit of ₹606 crore, a 34% YoY growth.
Quick commerce (Blinkit) showed robust performance with NOV growing 86% YoY to ₹17,132 crore, adding 200 net new stores to reach a total of 2,443. Adjusted EBITDA for Blinkit improved significantly, turning profitable with ₹102 crore compared to a loss of ₹162 crore in the previous year.
The Going-out segment (District) experienced accelerated NOV growth of 60% YoY to ₹3,218 crore, with Adjusted EBITDA margin improving to -2.0%.
Hyperpure reported a 27% YoY revenue growth (LFL) to ₹1,034 crore, with Adjusted EBITDA margin turning positive at 0.6%.
The 'Others' segment, which includes new initiatives like Bistro and Nugget, saw Adjusted Revenue grow to ₹95 crore, though Adjusted EBITDA losses increased to ₹94 crore due to incremental investments in scaling these initiatives.
The company's cash balance increased by ₹316 crore QoQ to ₹18,288 crore. Management highlighted that growth and margins are compounding together, driven by making the platform more useful to customers, leading to increased frequency and efficiency, rather than a trade-off between the two.
What to do with a filing like this
ETERNAL LIMITED filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by ETERNAL LIMITED. Read the original for the full detail.