The numbers this time around will not be comparable on a year-on-year basis due to the change in the Blinkit inventory model and therefore, will be compared sequentially.
As per the CNBC-TV18 poll, Eternal’s revenue is likely to go up by 5.1% from the December quarter to ₹17,155 crore, while its Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) is likely to rise 8.7% from the previous quarter to ₹400 crore.
EBITDA margins are likely to remain unchanged at 2.3% this quarter, while its net profit may nearly double sequentially, increasing by 87% to ₹191 crore.
Net order value of the food delivery business is likely to grow between 16% to 18% from the same quarter last year. Blinkit’s net order value growth is likely to continue staying between 95% to 100% from last year, its contribution margin is seen reaching between 4% to 5%.
Any impact on the food delivery business due to the LPG crisis owing to the Iran war and the resultant supply crunch, competitive intensity in the quick commerce space, commentary around payout for gig-workers and a potential impact on the increase in cost of delivery due to higher fuel prices will be some of the most important factors that the street will be watching out for from Eternal’s results.
Shares of Eternal are looking to recover from the lows of the day, currently trading 2.9% lower at ₹247.88. The stock has risen 8% in the last one month, but is still down 33% from its 52-week high of ₹368.
First Published: Apr 28, 2026 11:13 AM IST
