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Eternal, Nestle India were among 63 firms reporting Q1 FY27 results on July 22; Blinkit, FMCG demand in focus
JM Financial expects Eternal to post Q1 PAT of ₹318.9 crore, led by Blinkit, against ₹25 crore a year earlier. Axis Securities projects Nestle India revenue of ₹5,691 crore as the 63 firms report on 22 July.
- Eternal Q1 profit estimate (MOFSL)₹406.6 crore
- Eternal Q1 PAT estimate (JM Financial)₹318.9 crore
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Reported figures
From the report. Source details below
| Eternal Q1 profit estimate (MOFSL): | ₹406.6 crore |
|---|---|
| Eternal Q1 Ebitda estimate (JM Financial): | ₹709 crore |
| Nestle India Q1 Ebitda estimate (Axis Securities): | ₹1,217 crore |
| Nestle India Q1 PAT estimate (Axis Securities): | ₹730 crore |
| Nestle India revenue growth, brokerage range: | 12-18 per cent |
Why it matters to operators and investors
Treat today's prints as a read on channel demand: Blinkit is driving JM Financial's ₹709 crore Ebitda estimate for Eternal, and Nestle India's results will show how FMCG volumes are holding up against the 12-18% revenue growth brokerages expect.
What to watch next
- Eternal reported PAT against the ₹318.9 crore and ₹406.6 crore estimates
- Eternal Ebitda against the ₹709 crore estimate
- Nestle India revenue, Ebitda and PAT against ₹5,691 crore, ₹1,217 crore and ₹730 crore
- Brokerage target and estimate revisions on Eternal and Nestle India after the results
- Share-price reaction in Eternal and FMCG peers at the next market open
Likely next moves
Our read of what comes next — analysis, not reported by the source.
- Eternal management is likely to frame Blinkit as the main profit driver in its post-result commentary and to stress growth and profitability together.
- Brokerages such as JM Financial and MOFSL are likely to revise Eternal targets and estimates within days, moving toward whichever end of the ₹319-407 crore range the print favours.
- Nestle India is likely to point to demand trends and cost pressure in its commentary, with analysts judging it against the ₹5,691 crore revenue estimate.
- Quick-commerce rivals may answer a strong Blinkit print with sharper claims on their own order growth and profitability.
- Investors are likely to use the day's results from the 63 reporting firms to reprice FMCG and quick-commerce stocks relative to each other.
The source
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