ETERNAL LTD Announces Q1FY26 Results: NOV up 55% YoY
The announcement covers significant financial performance metrics, strategic leadership changes, and large-scale initiatives, indicating a high potential impact on the company's future and investor perception.
The announcement highlights strong growth in NOV and revenue, along with improvements in food delivery margins and expansion of Blinkit. The 'Greening India' initiative also contributes to a positive outlook.
* NOV of B2C businesses grew by 55% YoY to ₹20,183 crore in Q1FY26, with quick commerce exceeding food delivery for the first time. * Hyperpure (B2B) Revenue grew 89% YoY, but de-growth is expected in the next few quarters. * Consolidated Adjusted Revenue grew 67% YoY to ₹7,563 crore. * Consolidated Adjusted EBITDA declined 42% YoY to ₹172 crore due to investments in quick commerce and going-out businesses. * Food delivery Adjusted EBITDA margin improved to 5.0% from 3.9% a year ago. * Aditya Mangla appointed as the new CEO of Zomato, first from a product/engineering background. * Food delivery NOV growth is expected to be north of 15% YoY in FY26 and trending towards 20% in FY27. * Going-out business (District) is now an ₹8,000 crore annualized NOV business, growing at 30%+ YoY. * Blinkit added 243 net new stores, totaling 1,544 stores, and is on track to reach 2,000 stores by December 2025. * Blinkit's NOV grew 127% YoY, with margins improving from -2.4% to -1.8% of NOV. * Transitioning quick commerce to inventory ownership over the next 2-3 quarters, expecting a 1 percentage point margin expansion. * Launched 'Greening India' initiative, planting over 2.5 million trees across 10,000 acres. * Akshant, management of ETERNAL, stated that if they get to 5-6% of Adjusted EBITDA margin, ROCE should be at least 40% in quick commerce business.
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ETERNAL LIMITED filed this with the NSE as a statutory disclosure, categorised under 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.
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