ETERNAL LIMITED — Investor Meet, 06-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Eternal management discussed Q4FY26 earnings, targeting $1 billion EBITDA by FY29. Quick commerce (Blinkit) aims for 60% CAGR, expecting 3-3.5% margin, and is on track for 3,000 dark stores by March with strong user additions from low customer acquisition costs. Food delivery grows 19-20%, with management reinvesting incremental margins for absolute profit growth. Despite competition, Eternal maintains pricing discipline, prioritizing quality and profitable growth via geographic and assortment expansion. Management expressed confidence in achieving its long-term objectives.