On this page
Citi flags Eternal and Info Edge as top new-age internet picks after stronger Q1 trends
Citi identified Eternal and Info Edge as preferred Indian new-age internet stocks, also citing Delhivery, Meesho and MakeMyTrip. It said stronger Q1 trends reflect market-share gains and penetration, with quick commerce continuing to perform well.
Newer report , , Mint : Eternal gains 45% in six months as 430 active mutual funds build exposure
Why it matters to operators and investors
The sector’s improving operating trends make quick-commerce capabilities, consumer platforms and logistics assets increasingly strategic targets for partnerships, investments or acquisitions.
The counter-case
The case against this reading — not reported by the source.
The call may be extrapolating a favorable quarter into a durable trend. Quick-commerce growth can mask worsening unit economics as companies spend heavily on discounts, dark-store expansion and delivery capacity to defend share. Eternal faces intense competition and potential margin pressure, while Info Edge remains exposed to hiring-market cyclicality and the valuation sensitivity of its startup investments. Across the sector, elevated expectations leave limited room for execution misses, regulation, or a consumer-demand slowdown.
The source
First seen