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Eternal (ETERNAL) investor relations material
Eternal Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary16 Oct, 2025
Executive summary
QuickCommerce business saw significant MTU additions, driven by increased marketing investments and store expansion, with a focus on acquiring high-quality new customers.
Food delivery segment improved profitability due to a mid-quarter platform fee increase, but growth remained subdued, attributed to macro headwinds and competition from QuickCommerce.
Board approved unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025.
Incorporated a wholly owned subsidiary, Eternal General Service Foundation, for charitable and social welfare activities.
Store network expanded rapidly, with over 1,200 new dark stores added in the past year, primarily in top 10 cities, supporting aggressive growth targets.
Financial highlights
Consolidated revenue from operations for Q2 FY26 was INR 13,590 crores, up from INR 7,167 crores in Q1 FY26 and INR 4,799 crores in Q2 FY25.
Gross margin in QuickCommerce expanded by 300 basis points quarter-over-quarter, mainly due to a shift to an inventory-led (1P) model.
Quick commerce revenue surged to INR 9,891 crores in Q2 FY26, reflecting the new inventory-led model.
Contribution per order improved, but EBITDA per order was flat due to higher marketing spend and supply chain costs.
Standalone revenue for Q2 FY26 was INR 2,650 crores, with net profit of INR 691 crores.
Outlook and guidance
Elevated marketing investments in QuickCommerce are expected to continue in the near term as long as customer acquisition costs and LTV remain healthy.
QuickCommerce year-on-year growth is expected to remain above 100% for the next one to two years, supported by ongoing store expansion.
Management expects continued growth in quick commerce and B2B Hyperpure supplies.
Transitioned quick commerce segment to a combination of marketplace and inventory-led model, impacting segment revenue mix.
Food delivery growth is expected to see a slow uptick, with no immediate "silver bullet" for acceleration; long-term growth target remains at 20%.
Quick commerce model shift impact?
Acquired businesses performance?
GST delivery charge resolution strategy?
Explain rationale for 3,000 Blinkit stores?
What underpins 20%+ food delivery growth?
Clarify Blinkit's profitability strategy?
Blinkit: What drives current growth investment?
What impacts food delivery growth outlook?
Blinkit: What is the long-term store reach potential?
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Q3 25/2619 Jan, 2026
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Frequently asked questions
Eternal Limited (formerly Zomato Limited) is an India-based technology company operating in the food services sector. The company provides an online platform connecting customers with restaurants, offering services such as food delivery, restaurant discovery, and table reservations. Zomato also offers subscription-based programs for users and marketing tools for restaurant partners to enhance their reach and engagement. In addition, the platform features customer reviews, menus, and ratings to help users make informed dining decisions. The company is headquartered in Gurugram, India, and its shares are listed on the National Stock Exchange of India (NSE) and the Bombay Stock Exchange (BSE).
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