Particle.news

Eternal Posts Massive Q1 Revenue Lift Driven by Blinkit

The June-quarter jump to about ₹20,211 crore reflects Blinkit’s move to an inventory-led model that raises capital spending and inventory exposure.

Overview

  • The company reported Q1 FY27 results on Wednesday, July 22, showing consolidated revenue of about ₹20,211 crore and consolidated PAT of ₹92 crore.
  • Blinkit was the main engine, contributing roughly ₹15,664 crore in revenue and adding 200 net dark stores to take the total to 2,443 during the quarter.
  • Eternal’s consolidated EBITDA rose to about ₹594 crore with an improved margin, but reported PAT fell roughly 47% sequentially from the March quarter.
  • Management said it will not chase discount wars and is prioritising long-term advantages—larger dark stores, broader assortment, Bistro product work and ongoing supply‑chain investment.
  • The inventory-led model brings tradeoffs: Eternal disclosed inventory losses near 1.8% of net order value (about ₹308 crore) and approved carving its AI asset Nugget into a subsidiary in a slump sale valued at ₹35 crore, while brokerages largely raised targets and the stock moved higher after the results.