BNP Paribas, Millennium affiliate sell ₹3,265 crore of Eternal shares in bulk deals
BNP Paribas Financial Markets and Integrated Core Strategies (Asia), a Millennium affiliate, sold a combined 9.95 crore Eternal shares at about ₹328 each. The transactions totalled roughly ₹3,265 crore, amid strong reported revenue growth at the food-delivery and quick-commerce company.
What happened
Eternal (formerly Zomato) · BNP Paribas and Millennium affiliate Integrated Core Strategies sold Eternal shares worth Rs 3,265 crore in bulk deals. The Indian
Key facts
- Rs 3,265 crore combined share sale
- Nearly $344 million combined share sale
- BNP Paribas sold 5.09 crore shares at Rs 327.93 per share
- BNP Paribas sale value: around Rs 1,671 crore
- Integrated Core Strategies sold 4.86 crore shares at Rs 327.90 each
- Integrated Core Strategies sale value: around Rs 1,594 crore
- Eternal Q1 FY27 operating revenue: Rs 20,211 crore, up 182% YoY
- Eternal Q1 FY27 consolidated net profit: Rs 92 crore
- Antfin sold Rs 4,772 crore of shares in August 2025
- Antfin sold Rs 2,827 crore of shares in March 2025
- Share price: Rs 325.5
- Market capitalization: Rs 3,13,299 crore, nearly $33 billion
Why this matters
The sizeable, liquid bulk deals underscore Eternal’s capital-markets depth while potentially broadening its shareholder base, an important consideration for future strategic financing or transaction flexibility.
What to watch
- Further bulk deals or exchange disclosures indicating additional institutional selling.
- Sustained trading below the approximately ₹328 bulk-deal level on above-average volume.
- Quarterly growth slowing while quick-commerce losses, investment intensity or cash burn rise.
- Improved contribution margins or adjusted profitability that validates growth spending.
- Changes in promoter, strategic-investor or foreign-portfolio ownership concentrations.
- Track post-block-deal disclosures for additional reductions by BNP Paribas Financial Markets, Millennium-linked entities or other large institutional holders.
- Watch whether Eternal communicates operating updates, profitability milestones or capital-allocation commentary to counter an ownership-change narrative.
- Monitor share-price behavior versus the bulk-deal price, delivery volumes and block-trade participation for evidence that supply has been fully absorbed.
- Expect investor focus to intensify on Blinkit store expansion, quick-commerce unit economics, cash use and consolidated margin progression in the next results cycle.
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