NSE மற்றும் BSE-யின் ஒவ்வொரு கார்ப்பரேட் அறிவிப்பும், AI-யால் சில நிமிடங்களில் படிக்கப்பட்டு விளக்கப்படுகிறது — தாக்கம், முக்கிய புள்ளிவிவரங்கள், குறுகிய/நீண்டகாலப் பார்வை, கவனிக்க வேண்டியவை.
நேரலைசமீபத்திய அறிவிப்பு: 2026-10-21 15:33இன்று 0 பகுப்பாய்வு செய்யப்பட்டது
குறிப்பு: இவை NSE பொது அறிக்கைகளின் AI-உருவாக்கிய, கல்வி நோக்கச் சுருக்கங்கள் — ஒவ்வொரு ஆவணத்தையும் ஆதாரமாகக் கொண்டவை, ஆனால் முதலீட்டு ஆலோசனை அல்ல, மேலும் முழுமையற்றதாகவும் இருக்கலாம். அசல் அறிக்கையுடன் சரிபார்க்கவும், செயல்படுவதற்கு முன் SEBI-பதிவு பெற்ற முதலீட்டு ஆலோசகரை அணுகவும்.
Eternal to Slump Sale Going-Out Unit for ₹130.76 Cr, Swaps Adonmo Stake for 4.4% in Mygate
Eternal Limited approved the internal slump sale of its Going-out India business to wholly owned subsidiary Zomato Entertainment Private Limited (ZEPL) for a cash consideration of ~₹130.76 crore. The transferred business contributed ₹587 crore (5.39%) to standalone FY26 revenue and had a net worth of ₹8 crore (0.02%). Additionally, Eternal is swapping its shareholding in Adonmo for a ~4.4% fully diluted stake in Mygate (valued at ₹156 crore) ahead of a proposed Adonmo-Mygate merger. Notes also revealed ongoing contested GST demands totaling ~₹553 crore and pending show cause notices.
உச்சம் நம்பிக்கை
என்ன மாறியதுEternal is carving out and consolidating its Going-out business into subsidiary ZEPL and rolling its Adonmo investment into a 4.4% stake in Mygate.
ஏன் இது முக்கியம்Streamlines corporate structure under dedicated subsidiaries without altering consolidated economics, while unlocking value on its minority ad-tech holding via the Mygate platform merger.
📅 குறுகிய காலம்Minimal financial impact as the slump sale is an internal group restructuring between parent and 100% subsidiary, closing within 30 days.
📈 நீண்ட காலம்Housing all Going-out ticketing and live events (including District assets) into ZEPL provides operational focus and simplifies potential strategic options or capital structures for that vertical.
⚠ அபாய எச்சரிக்கைகள்
Ongoing GST dispute with ₹434 crore in demand orders and ₹119 crore in SCNs being contested.
Execution of the Adonmo-Mygate merger remains subject to definitive agreements and closing conditions.
👀 கவனிக்க வேண்டியவை
Track the completion of the slump sale within the 30-day target timeline and the subsequent consolidation of OTPL and WEPL into ZEPL, alongside any updates on the contested ₹553 crore GST proceedings.
Eternal Q2FY27 Update: Plans Global Launch of 'dark.ai', Slump Sale of Going-Out Unit
Eternal Limited (formerly Zomato) released its Q2FY27 shareholders' letter outlining strategic updates and technological initiatives. The company unveiled 'dark.ai', an encrypted, privacy-focused AI product slated for a global rollout within 2026. Operationally, the Board approved a slump sale of its Going-out India business to wholly owned subsidiary Zomato Entertainment Private Limited (ZEPL). On the regulatory front, the company is contesting aggregate GST demand orders and show cause notices totaling Rs 553 crore relating to delivery charges.
உச்சம் நம்பிக்கை
என்ன மாறியதுEternal announced plans to launch an AI privacy product ('dark.ai') globally in 2026 and approved the intra-group slump sale transfer of its Going-out business to subsidiary ZEPL.
ஏன் இது முக்கியம்The intra-group transfer consolidates the District/going-out vertical into ZEPL, while the GST disputes of Rs 553 crore represent an ongoing legal overhang.
Total GST notices & orders contested: INR 553 croreGST demand orders (Oct 2019 - Mar 2022): INR 420 croreGST SCNs (Apr 2022 - Mar 2023): INR 119 croreAverage menus browsed per exploratory user: 12 menus
📅 குறுகிய காலம்Market focus will center on operational consolidation of the Going-out business and management commentary regarding new tech investments.
📈 நீண்ட காலம்Housing Going-out in ZEPL streamlines segment focus following the Paytm ticketing acquisition, while dark.ai marks an experimental diversification into consumer/enterprise AI.
⚠ அபாய எச்சரிக்கைகள்
Tax liability risk from Rs 553 crore in contested GST demand orders and SCNs
Regulatory risk around evolving gig and platform worker state legislations (contesting Karnataka state rules)
👀 கவனிக்க வேண்டியவை
Track the execution and commercialization model of 'dark.ai' alongside legal resolutions regarding the Rs 553 crore GST notices and gig worker state legislations.
Eternal Ltd Q1FY27 Call: Blinkit Margin Guidance Raised to 6%; 3,000 Stores Target by 2027
Eternal Limited (formerly Zomato) has raised its long-term margin guidance for its quick commerce business, Blinkit, to 6% from the previous 5-6% range. The company is aggressively expanding its dark store network, targeting 3,000 stores by March 2027, up from 1,816 currently. Management noted that while competitive intensity peaked in Q1FY27, they view rival subsidy-led growth as a 'systemic trap' and will focus on infrastructure-led growth. The new 'District' segment, supported by a Rs 2,018 Cr acquisition, is being positioned to capture high-spending 'going-out' cohorts.
உச்சம் நம்பிக்கை
என்ன மாறியதுManagement increased the long-term margin outlook for quick commerce and provided a clear roadmap for store expansion to 3,000 units.
ஏன் இது முக்கியம்Blinkit is a critical growth engine; raising margin guidance suggests the business model is maturing faster than expected despite high competitive intensity.
Blinkit Long-term Margin Guidance: 6%Target Dark Stores (March 2027): 3,000Current Dark Stores: 1,816District Acquisition Value: Rs 2,018 கோடிAcquisition vs TTM Revenue: ~6.9%Payables Increase (QoQ): Rs 1,650 கோடி
📅 குறுகிய காலம்The raised margin guidance and management's confidence in handling competition are likely to be viewed positively by the market in the coming weeks.
📈 நீண்ட காலம்The aggressive expansion to 3,000 stores and the diversification into ticketing via 'District' could structurally re-rate the company as a comprehensive consumer services platform.
⚠ அபாய எச்சரிக்கைகள்
High competitive intensity in quick commerce leading to potential pricing pressure
Execution risk in scaling dark stores by 65% over the next 20 months
👀 கவனிக்க வேண்டியவை
Monitor the execution of the dark store rollout toward the interim target of 2,100 stores by December 2025 and the impact of the 'District' app launch on consolidated margins.
173% YoY Revenue Growth in Q1FY27; Blinkit Turns Profitable with Rs 102 Cr Adj EBITDA
Eternal Limited (formerly Zomato) reported a massive 173% YoY jump in Adjusted Revenue to Rs 20,648 Cr for Q1FY27, primarily driven by the transition to a 1P (inventory) model in Blinkit. Quick commerce (Blinkit) achieved a significant milestone by turning profitable at the Adjusted EBITDA level with Rs 102 Cr (0.6% margin). Food delivery continues to scale with 20% YoY growth in Net Order Value (NOV) and improved margins of 5.6%. However, the company is contesting GST demand orders totaling approximately Rs 447 Cr across various states.
உச்சம் நம்பிக்கை
என்ன மாறியதுBlinkit has reached Adjusted EBITDA profitability for the first time, and the company has fully transitioned its quick commerce business to an inventory-led (1P) model.
ஏன் இது முக்கியம்The profitability of Blinkit validates the quick commerce business model at scale, while the 41.7% pre-tax ROCE target suggests high capital efficiency for future store expansions.
📅 குறுகிய காலம்Positive market reaction is likely as Blinkit's profitability milestone and strong top-line growth exceed historical trends.
📈 நீண்ட காலம்The company is evolving into a multi-vertical platform (Food, Quick Commerce, Going-out, Hyperpure) with Blinkit potentially becoming the largest value driver over the next 2-3 years.
⚠ அபாய எச்சரிக்கைகள்
GST litigation totaling Rs 447 Cr
Regulatory risks regarding gig worker social security legislation
Inventory losses (1.8% of NOV) inherent in the 1P model
👀 கவனிக்க வேண்டியவை
Monitor the scaling of the new 'District' segment and the impact of the 1P model on inventory losses, currently at 1.8% of NOV. Watch for the outcome of the Rs 447 Cr GST litigation and the Karnataka gig worker legislation challenge.
Rs 35 Cr Restructuring: Eternal Ltd Transfers 'Nugget' Business to Subsidiary; Approves Q1 Results
Eternal Limited (formerly Zomato) has approved an internal restructuring to transfer its 'Nugget by Zomato' business to its 100% subsidiary, Carthero Technologies (CTPL), for a cash consideration of Rs 35 crore. The 'Nugget' business is currently a minor segment, contributing only Rs 7.20 crore (0.07%) to standalone revenue in FY26. The board also approved the Q1 FY27 financial results and scheduled the 16th AGM for August 26, 2026. Notably, the company continues to contest GST demands and show-cause notices totaling approximately Rs 447 crore, which is significant relative to its TTM PAT of Rs 141 crore.
உச்சம் நம்பிக்கை
என்ன மாறியதுEternal Limited is moving its AI-driven support platform 'Nugget' into a dedicated subsidiary and has finalized its Q1 FY27 financial reporting cycle.
ஏன் இது முக்கியம்The restructuring streamlines the corporate structure for specialized AI services; however, the ongoing GST disputes represent a potential liability nearly 3x the company's TTM net profit.
📅 குறுகிய காலம்The stock may react to the specific Q1 earnings performance (revenue growth and margins) rather than the minor internal restructuring.
📈 நீண்ட காலம்Reflects a strategy of housing different business verticals (Food, Quick Commerce, AI Support) in separate subsidiaries under the 'Eternal' holding structure.
⚠ அபாய எச்சரிக்கைகள்
Significant GST litigation (Rs 447 cr)
Ongoing legal challenges to gig worker legislation in Karnataka
Loss-making subsidiaries (Rs 95 cr loss in unreviewed units)
👀 கவனிக்க வேண்டியவை
Investors should review the detailed Q1 FY27 earnings release for growth trends in Blinkit and food delivery margins, while monitoring the progress of the Rs 447 crore GST litigation.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Eternal Limited Targets $1 Billion EBITDA by FY29 and 60% Quick Commerce CAGR
Eternal Limited (formerly Zomato) has provided a strong long-term outlook, targeting a total EBITDA of $1 billion by FY29. The company expects its quick commerce segment to achieve a 60% CAGR over the next three years, supported by a target of 3,000 dark stores by March. Management noted that while food delivery is growing at a steady 19-20%, the quick commerce division is seeing low customer acquisition costs as competitors pull back. The company aims for long-term quick commerce margins in the 5-6% range, with an implied medium-term target of 3-3.5%.
முக்கிய அம்சங்கள்
Targeting $1 billion in total company EBITDA by FY29.Projecting a 60% CAGR for the quick commerce (Blinkit) segment over the next three years.Firmly on track to reach a network of 3,000 dark stores by March.Food delivery segment maintaining a steady growth rate of 19-20%.NCR region already achieving 5-6% margins in the quick commerce segment.
👀 கவனிக்க வேண்டியவை
Investors should view the $1 billion EBITDA target as a significant valuation anchor and monitor the pace of dark store additions. The stock remains a high-growth play on the Indian consumption story, specifically within the quick commerce evolution.
Eternal Ltd Transfers District Platform Tech to Subsidiary for ₹24.19 Crore
Eternal Limited (formerly Zomato) has approved the transfer of its 'District' platform technology stack and associated employees to its wholly-owned subsidiary, Wasteland Entertainment Private Limited (WEPL). The transaction is valued at approximately ₹24.19 crore in cash and is expected to be completed by May 1, 2026. This internal restructuring aims to improve organizational efficiency and unlock new business opportunities. Additionally, the company released its FY26 financial results with an unmodified audit opinion, though auditors noted ongoing GST disputes.
முக்கிய அம்சங்கள்
Transfer of District platform technology stack to subsidiary WEPL for ₹24,19,13,925.Transaction is a related party deal conducted at arm's length, scheduled for completion by May 1, 2026.Board approved standalone and consolidated financial results for the year ended March 31, 2026.Statutory auditors issued an unmodified opinion but included an Emphasis of Matter regarding GST show cause notices on delivery charges.Restructuring intended to streamline operations and enhance focus on the District platform's growth.
👀 கவனிக்க வேண்டியவை
Treat this as a routine internal restructuring with limited immediate impact on consolidated financials. Investors should monitor the full FY26 earnings report and the progress of the GST-related legal matters mentioned by auditors.
Eternal Limited Q4FY26: Revenue up 186% YoY; Targets $1B Adjusted EBITDA by FY29
Eternal Limited (formerly Zomato) reported a strong Q4FY26 with consolidated Adjusted Revenue rising 186% YoY to INR 17,680 crore, driven by the shift to a 1P model in quick commerce. The Food Delivery segment achieved an Adjusted EBITDA of INR 532 crore (5.5% margin), while Blinkit maintained profitability with INR 37 crore EBITDA. Management provided aggressive guidance, aiming to double annual NOV to $20 billion within two years and reach $1 billion in Adjusted EBITDA by FY29. The company added 216 new stores for Blinkit during the quarter, bringing the total count to 2,243.
முக்கிய அம்சங்கள்
Consolidated Adjusted Revenue reached INR 17,680 crore, up 186% YoY (64% on a like-for-like basis).Blinkit NOV grew 95.4% YoY, with 2,243 total stores and positive Adjusted EBITDA of INR 37 crore.Food Delivery NOV grew 18.8% YoY, with Adjusted EBITDA margin improving to 5.5% of NOV.Management targets $1 billion Adjusted EBITDA by FY29 and expects to double annual NOV to $20 billion by FY28.Going-out (District) segment saw 46.5% YoY NOV growth and narrowed losses to INR 81 crore.
👀 கவனிக்க வேண்டியவை
The stock remains a strong growth play as Blinkit scales profitably and the core food business maintains high margins. Investors should focus on the execution of the $1 billion EBITDA target and the rapid expansion of the dark store network.
Eternal Ltd (Zomato) Approves FY26 Results & ₹24.19 Cr Asset Transfer to Subsidiary
Eternal Limited (formerly Zomato) has approved its financial results for the fiscal year ended March 31, 2026, with a clean audit opinion from Deloitte. The Board also approved an internal restructuring by transferring the technology stack of its 'District' platform to its wholly-owned subsidiary, Wasteland Entertainment Private Limited (WEPL), for a consideration of ₹24.19 crore. This move is intended to enhance organizational efficiency and consolidate ticketing and event-related services under WEPL. Investors should note the auditor's 'Emphasis of Matter' regarding ongoing GST disputes over delivery charges, which remains a pending legal uncertainty.
முக்கிய அம்சங்கள்
Approved standalone and consolidated financial results for the quarter and year ended March 31, 2026.Authorized the transfer of 'District' platform technology and employees to subsidiary WEPL for ₹24,19,13,925.The asset transfer is scheduled for completion by May 1, 2026, and is conducted at arm's length.Statutory auditor Deloitte Haskins & Sells issued an unmodified opinion on the financial statements.Noted ongoing legal risk regarding GST show cause notices on delivery charges as an Emphasis of Matter.
👀 கவனிக்க வேண்டியவை
Investors should monitor the specific financial performance metrics in the full annual report and track the resolution of the GST delivery charge dispute. The internal asset transfer suggests a strategic consolidation of the events business which may improve operational focus.
Eternal Ltd to Announce Q4 & FY26 Results on April 28, 2026; Earnings Call at 5:00 PM IST
Eternal Limited (formerly Zomato Limited) has scheduled its board meeting for April 28, 2026, to approve the standalone and consolidated financial results for the quarter and fiscal year ended March 31, 2026. Following the meeting, the company will host an earnings conference call at 5:00 PM IST on the same day to discuss the results with analysts and investors. This announcement is a routine regulatory requirement under SEBI Listing Regulations. Investors will be closely watching for full-year profitability trends and growth in the quick commerce segment.
முக்கிய அம்சங்கள்
Board meeting scheduled for April 28, 2026, to approve Q4 and full-year FY26 financial results.Earnings conference call to be held at 5:00 PM IST on April 28, 2026, via Zoom webinar.Results will encompass both standalone and consolidated financial performance for the period ending March 31, 2026.Mandatory pre-registration is required for participants wishing to join the earnings call.
👀 கவனிக்க வேண்டியவை
Investors should monitor the results on April 28 for updates on Blinkit's path to profitability and food delivery growth. No immediate action is required until the financial data and management commentary are released.
Eternal Limited (formerly Zomato) has received two separate GST demand orders from authorities in Haryana and Jharkhand totaling approximately INR 19.26 crores. The first order for FY 2019-20 involves a tax demand and penalty of INR 4.98 crores each. The second order for FY 2022-23 includes a tax demand of INR 6.00 crores, interest of INR 2.70 crores, and a penalty of INR 0.60 crores. The company intends to appeal both orders, asserting they have a strong case on merits and expect no significant financial impact.
முக்கிய அம்சங்கள்
Order 1 (FY 2019-20): GST demand of INR 4.98 crore and an equivalent penalty of INR 4.98 crore from Gurugram authorities.Order 2 (FY 2022-23): GST demand of INR 6.00 crore, interest of INR 2.70 crore, and penalty of INR 0.60 crore from Ranchi authorities.Total financial exposure across both orders amounts to approximately INR 19.26 crores.The company plans to file appeals against both orders before the appropriate authorities.Management believes the company has a strong case and does not expect a material financial impact.
👀 கவனிக்க வேண்டியவை
Investors should monitor the outcome of these tax appeals in future disclosures, though the current demand amount is not materially significant relative to the company's scale.
Eternal Ltd Shareholders Approve Deepinder Goyal as Vice Chairman and 4 Director Re-appointments
Eternal Limited (formerly Zomato) shareholders have approved the appointment of Deepinder Goyal as Vice Chairman and Non-Executive Director with 99.65% support. The postal ballot also confirmed the re-appointment of four Independent Directors: Aparna Popat Ved, Kaushik Dutta, Namita Gupta, and Sutapa Banerjee. While most resolutions passed with over 94% support, Kaushik Dutta's re-appointment faced 23.77% opposition. These results ensure board continuity and formalize a new leadership structure for the company.
முக்கிய அம்சங்கள்
Deepinder Goyal appointed as Vice Chairman and Non-Executive Director with 99.65% votes in favor (7.34 billion shares).Re-appointment of four Independent Directors approved via special resolutions to maintain board continuity.Kaushik Dutta's re-appointment received 76.23% approval, reflecting some shareholder dissent compared to other directors.Aparna Popat Ved and Sutapa Banerjee received high approval ratings of 98.72% and 97.74% respectively.The voting results were based on a record date of February 6, 2026, with over 2.29 million shareholders eligible.
👀 கவனிக்க வேண்டியவை
Investors should take confidence in the strong mandate for Deepinder Goyal's new role and the overall board stability. No immediate action is required as these results confirm the expected management structure.
Eternal Ltd Seeks Approval for Re-appointment of 4 Directors with ₹1 Crore Annual Remuneration
Eternal Limited (formerly Zomato Limited) has issued a postal ballot notice to seek shareholder approval for the re-appointment of four Independent Directors for a second five-year term. The company proposes a fixed remuneration of ₹1,00,00,000 (₹1 Crore) per annum for each director for a period of three years, effective from their respective re-appointment dates in early 2026. Additionally, the directors will be entitled to sitting fees of ₹1,00,000 per meeting. The e-voting period for these special resolutions is set from February 12, 2026, to March 13, 2026.
முக்கிய அம்சங்கள்
Re-appointment of 4 Independent Directors (Aparna Popat Ved, Kaushik Dutta, Namita Gupta, and Sutapa Banerjee) for 5-year terms.Proposed annual remuneration of ₹1,00,00,000 (₹1 Crore) per director for the next 3 years.Sitting fees fixed at ₹1,00,000 per board or committee meeting attended.Remote e-voting period scheduled from February 12, 2026, to March 13, 2026.Remuneration to be paid even in case of no profits or inadequate profits for the specified period.
👀 கவனிக்க வேண்டியவை
Investors should evaluate the proposed remuneration against the company's financial health and industry standards for independent directors. Shareholders may participate in the e-voting process ending March 13, 2026, to express their stance on these appointments.
Eternal Limited (formerly Zomato Limited) has announced the re-appointment of four Independent Directors for a second five-year term, ensuring governance continuity through 2031. The board has also approved the appointment of founder Deepinder Goyal as Vice Chairman and Non-Executive Director. These appointments are subject to shareholder approval via postal ballot. The terms for the independent directors are scheduled to commence between March and April 2026.
முக்கிய அம்சங்கள்
Re-appointment of 4 Independent Directors for a second term of 5 consecutive years eachDeepinder Goyal appointed as Vice Chairman and Non-Executive Director of the CompanyAparna Popat Ved and Sutapa Banerjee re-appointed for terms ending in April 2031Kaushik Dutta and Namita Gupta re-appointed for terms ending in February 2031Board approved postal ballot notice to seek shareholder approval for these management changes
👀 கவனிக்க வேண்டியவை
Investors should view these re-appointments as a sign of institutional stability and continuity in the company's strategic oversight. No immediate action is required as these are standard governance procedures.
Deepinder Goyal Resigns as Eternal CEO; Albinder Dhindsa Appointed New Group CEO
Deepinder Goyal has resigned as the Managing Director and CEO of Eternal Limited (formerly Zomato) effective February 1, 2026, to pursue high-risk ventures outside the public company's scope. Albinder Dhindsa, the current leader of Blinkit, will take over as the new Group CEO, while Goyal will transition to the role of Vice Chairman. In a significant move for shareholders, all of Goyal's unvested ESOPs will revert to the company's ESOP pool, preventing incremental dilution. This leadership transition aims to maintain focus on core growth areas like Blinkit while retaining the founder's involvement in long-term strategy.
முக்கிய அம்சங்கள்
Deepinder Goyal steps down as MD & CEO effective February 1, 2026, moving to a Vice Chairman role.Albinder Dhindsa, credited with Blinkit's turnaround to breakeven, is appointed as the new Group CEO.All unvested ESOPs held by Deepinder Goyal will revert to the company pool to avoid shareholder dilution.The company will maintain its decentralized structure where individual business CEOs retain full autonomy.Goyal will continue to focus on long-term strategy, culture, and governance as Vice Chairman.
👀 கவனிக்க வேண்டியவை
Investors should monitor the transition of leadership to Albinder Dhindsa, though the retention of the founder as Vice Chairman and the ESOP clawback are positive signs of stability and alignment.
Eternal Ltd Q3FY26: Quick Commerce Breakeven Achieved; Targets $3Bn Going-Out NOV by FY30
Eternal Limited (formerly Zomato) reported a major milestone in Q3FY26 by achieving breakeven in its quick commerce segment (Blinkit), with contribution margins expanding 90 bps. Management remains confident in reaching a long-term Adjusted EBITDA margin of 5-6%, noting that several cities have already hit the 5% mark. While store throughput saw a slight 6-7% QoQ dip due to assortment expansion, the company is targeting a $3 billion Net Order Value (NOV) for its 'Going-out' business by FY30. Despite irrational competition, the firm maintains a 100% YoY growth outlook for quick commerce, supported by a target ROCE of over 40%.
முக்கிய அம்சங்கள்
Quick commerce segment achieved EBITDA breakeven with a 130 bps expansion in EBITDA margins during the quarter.Company set an ambitious $3 billion Net Order Value (NOV) target for the Going-out segment by FY30, implying a 30% CAGR.Store throughput decreased by 6-7% QoQ as the company expanded into slower-moving long-tail product assortments.Management maintains a long-term ROCE target of 40% plus, with net working capital days expected to stay within 18 days.Tactical delivery fee cuts were implemented in select markets to counter irrational competitive intensity.
👀 கவனிக்க வேண்டியவை
Investors should view the Blinkit breakeven as a significant de-risking event for the business model, though short-term margin volatility may persist due to competitive pricing. Accumulate on dips as the company scales its 'Going-out' vertical to capture market share from incumbents.
Eternal Q3 PAT Up to ₹102 Cr; Albinder Dhindsa Named CEO as Deepinder Goyal Becomes Vice Chairman
Eternal Limited (formerly Zomato) reported a robust Q3 FY26 with revenue reaching ₹16,315 crore and PAT growing to ₹102 crore. The company announced a major leadership shift: Albinder Singh Dhindsa (current Blinkit CEO) will become the Group CEO, while founder Deepinder Goyal transitions to Vice Chairman. Total nine-month revenue for FY26 hit ₹37,072 crore, showing significant scale compared to the previous year. The board also noted ongoing GST disputes regarding delivery charges, which remain a point of uncertainty for the company's liabilities.
முக்கிய அம்சங்கள்
Q3 FY26 Revenue from operations stood at ₹16,315 crore, a 201% increase over Q3 FY25's ₹5,405 crore.Net Profit (PAT) for the quarter rose to ₹102 crore, compared to ₹65 crore in the previous quarter and ₹59 crore YoY.Albinder Singh Dhindsa appointed as CEO effective Feb 1, 2026, succeeding founder Deepinder Goyal.Deepinder Goyal to serve as Vice Chairman and Director for a 5-year term pending shareholder approval.Nine-month FY26 consolidated profit reached ₹192 crore on a total income of ₹38,126 crore.
👀 கவனிக்க வேண்டியவை
Investors should monitor the leadership transition to ensure the high-growth trajectory of the Blinkit vertical translates effectively to the group level. While earnings are strong, the change in the founder's role and ongoing GST litigation warrant a cautious 'Watch' approach.
Eternal Ltd Q3 Revenue Surges 202% to ₹16,315 Cr; Albinder Dhindsa Appointed CEO
Eternal Limited (formerly Zomato) reported a massive jump in consolidated revenue to ₹16,315 crore for Q3 FY26, up from ₹5,405 crore in the previous year. Net profit for the quarter grew 73% YoY to ₹102 crore, despite a significant increase in total expenses to ₹16,493 crore. In a major leadership transition, founder Deepinder Goyal will step down as CEO to become Vice Chairman, while Blinkit CEO Albinder Singh Dhindsa will take over as Group CEO effective February 1, 2026. The company continues to contest GST demands on delivery charges, maintaining a strong legal stance.
முக்கிய அம்சங்கள்
Consolidated revenue from operations grew 202% YoY to ₹16,315 crore in Q3 FY26.Net profit increased to ₹102 crore for the quarter, compared to ₹59 crore in Q3 FY25.Albinder Singh Dhindsa, current CEO of Blinkit, appointed as the new Group CEO effective February 1, 2026.Deepinder Goyal transitions from MD & CEO to the role of Vice Chairman and Director.Total expenses rose to ₹16,493 crore, primarily driven by ₹10,076 crore in stock-in-trade purchases.
👀 கவனிக்க வேண்டியவை
The strong revenue growth and leadership transition to the head of Blinkit signal a strategic focus on quick commerce; investors should remain positive but watch for execution risks during the CEO transition.
Eternal Ltd Grants 4.29 Crore Stock Options to Employees at ₹1 Exercise Price
Eternal Limited (formerly Zomato) has approved the grant of 42,901,017 stock options to eligible employees under its 2014, 2021, and 2024 ESOP plans. The largest portion of the grant, 35 million options, is issued under the ESOP 2024 scheme. Each option is convertible into one equity share at a nominal exercise price of ₹1 per share. While this is a standard retention tool for platform companies, it represents a potential future equity dilution for existing shareholders.
முக்கிய அம்சங்கள்
Total grant of 42,901,017 stock options approved by the NRC on January 01, 2026Grant includes 35,000,000 options under ESOP 2024 and 7,900,998 under ESOP 2021Exercise price is set at a nominal ₹1 per equity shareTotal shares covered by these options amount to 43,028,298 equity shares of face value ₹1 eachExercise period extends up to 10-12 years from the date of vesting or listing
👀 கவனிக்க வேண்டியவை
Investors should monitor the long-term impact on earnings per share (EPS) due to equity dilution as these options vest. No immediate action is required as ESOP grants are a routine talent retention strategy for the company.
Eternal Limited Assigned ESG Rating of 77 (Leader Category) for FY25
Eternal Limited (formerly Zomato Limited) has been assigned an ESG rating of 77 by NSE Sustainability Ratings & Analytics Limited for the financial year 2025. This score places the company in the 'Leader' category, indicating high standards in environmental, social, and governance practices. The disclosure follows SEBI's updated Master Circular on ESG reporting requirements. This rating is significant for institutional investors who prioritize ESG-compliant portfolios.
முக்கிய அம்சங்கள்
NSE Sustainability Ratings & Analytics Limited assigned an ESG score of 77 to Eternal Limited.The company has been classified under the 'Leader' rating category for FY2025.The rating was officially assigned on December 9, 2025, and disclosed to exchanges on December 10, 2025.The disclosure is in compliance with SEBI Regulation 30 and the Master Circular dated November 11, 2024.
👀 கவனிக்க வேண்டியவை
Investors should recognize this as a positive signal for the company's governance and sustainability profile, which may improve its standing with ESG-focused institutional funds. No immediate portfolio changes are necessary, but it reinforces the company's long-term institutional appeal.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
