Eternal posts Rs 92 crore Q1 profit as Blinkit revenue surges
Eternal’s Q1 FY27 consolidated revenue rose to Rs 20,211 crore from Rs 7,167 crore a year earlier, led by Blinkit’s Rs 15,664 crore contribution. The quick-commerce arm also reported Rs 325 crore EBITDA, versus a Rs 42 crore loss, as it expands capacity, cities and premium gourmet stores.
What happened
Eternal posted Rs 92 crore Q1 FY27 profit as revenue nearly tripled, led by Blinkit. The quick-commerce unit is expanding capacity, assortment and geography,
Key facts
- Rs 92 crore consolidated net profit in Q1 FY27, versus Rs 25 crore a year earlier
- Rs 20,211 crore consolidated revenue in Q1 FY27, versus Rs 7,167 crore a year earlier
- Blinkit revenue: Rs 15,664 crore, versus Rs 2,400 crore a year earlier
- Zomato revenue: Rs 3,100 crore, versus Rs 2,261 crore a year earlier
- Hyperpure revenue: Rs 1,034 crore
- Going-out segment revenue: Rs 318 crore
- Blinkit EBITDA: Rs 325 crore, versus a Rs 42 crore loss a year earlier
- Food delivery EBITDA: Rs 625 crore, versus Rs 465 crore a year earlier
- Blinkit operates around 19 million sq ft of store and warehouse space across more than 300 cities
- Over Rs 3,000 crore capex invested in the past four years
- Gourmet stores planned in select locations across the top eight cities
Why this matters
Blinkit’s profitable scale-up raises the strategic premium on quick-commerce assets, making partnerships, acquisitions and defensible local supply networks more urgent for rivals.
What to watch
- Blinkit EBITDA margin and contribution profit trend as new stores mature.
- Dark-store additions, active-city growth and sales per store versus fulfillment-cost growth.
- Competitive discounting and expansion by Zepto, Swiggy Instamart, Amazon, Flipkart and organized grocers.
- Repeat-order frequency, average order value and premium-category mix.
- Inventory shrink, spoilage and working-capital intensity as grocery and gourmet assortment broadens.
- Management guidance on whether profitability is sustained after expansion spending and ESOP costs.
- Accelerate dark-store and city expansion, prioritizing clusters where order density can absorb fixed costs.
- Expand premium gourmet formats and higher-margin private-label or exclusive assortment.
- Use improved cash generation to strengthen supply-chain automation, inventory availability and merchant terms.
- Defend market share through selective memberships, targeted discounts and faster-delivery coverage rather than broad-based subsidy escalation.
- Cross-sell food delivery, dining and loyalty products to lower Blinkit customer-acquisition costs.