The performance of the Eternal has been excellent in the June quarter. The company’s Quick Commerce Business (QC) has a major contribution in this. In the June quarter, the company’s consolidated revenue growth was 67 per cent on a year -on -year basis. Consolidated Net Order Value (NOV) in B2C business rose 55 per cent to Rs 20,183 crore on a year -on -year basis. Food delivery under the name of Eaterial Jomato brand and Quick Commerce services.
Abidta declines in June quarter
In June Timah Eternal Adjusted Ebidta declined by 42 per cent to Rs 172 crore on a year -on -year basis. On July 22, the company’s shares showed the impact of the June quarter results. At 10:45 pm, the company’s stock was running at Rs 294.75 with a rise of 8.48 per cent.
Food delivered from food delivery in blinkit performance
Eternal There were some special reasons for the decrease in Ebitda. The company is increasing investment on the infrastructure of QC Business. The expenditure on marketing has also increased. as well as Bistro But the investment has also affected Abidta. The company is currently focusing on strengthening its leadership status in the market instead of increasing margin. The blinkit performance has been better than food delivery in the June quarter. Blinkit’s net order value (Nov) has increased by 127 per cent year after year. It has a 122 per cent jump in the number of monthly transaction customers (MTCs). It has now increased to 1.69 crores.
Improvement in Ebitda Margin in June quarter
Eternal has added 243 new stores in the June quarter. This has increased the total number of stores to 1,544. Warehousing has also increased by 4 lakh work feet. Due to this, the total supply chain footprint has reached 1.04 crore square feet. Ebitda margins have improvement. It has come from -2.4 to -1.8. However, the company’s loss has increased due to the capital expenditure and focus on the new store. In some cities, the company’s business has come into profit. The Ebitda margin has reached above 2.5 percent.
Expected to increase the margin further to 100 basis points
The management is expected to move forward, as the company is moving towards an inventory based model instead of marketplace. In the June quarter, 3 percent of Nov came from its inventory. It is expected to grow in the next 2-3 quarters. This is expected to increase the margin to 100 basis points in the coming time. This will increase the control of pricing, assortment and supply. Eternal has shown its existence capacity in terms of top-line and consumer growth. However, the growing competition in Quick Commerce is affecting the company’s capacity to make profits in the short term.
Should you invest in shares?
Eteernal shares are trading at 113.5 times the estimated FY27. This valuation cannot be called cheap. In such a situation, investors need to keep an eye on the timeline of the profit of the blinkit, the expansion of the district and the scale of Bistro. In 2025, there has been a tremendous rise in Eternal shares. This year (2025) it has jumped about 40 percent. After such a boom, some consolidation may appear in shares.