Eternal leads Nifty Q4 with 346% PAT surge as consumer names outperform; Reliance drags
Q4FY26 scorecard: Eternal (Zomato/Blinkit) posted 346% PAT growth, 196% revenue jump, and 575% EBITDA expansion. Trent, Titan, Tata Consumer, Asian Paints and Nestle delivered strong prints, but Reliance's 13% PAT decline weighed on the index. Aggregate Nifty 50 PAT rose just 4% YoY—the eighth straight single-digit quarter.
Q4FY26 Nifty 50 earnings recap: Eternal (Zomato/Blinkit) led with 346% PAT surge; Trent, Titan, Tata Consumer, Asian Paints, Nestle posted strong growth. Reliance Industries fell 13%, dragging index. Aggregate Nifty PAT grew 4% YoY, eighth straight single-digit quarter.
Why this matters
Eternal's blowout quarter follows Blinkit turning profitable while rival Instamart's loss widened to Rs 858 cr, reinforcing quick commerce divergence even as fuel hikes pressure delivery unit economics.
Retail-company signals steady at 1,625 over the last 90 days, with consumer names leading Nifty Q4 prints.