Eternal (Zomato) Q3 Results Analyzed

Eternal, the food delivery company (formerly known as Zomato), is about to announce how it did in the last three months of 2025. Experts think it will be a good quarter! They predict the company will make around ₹69.4 crore in profit, which is a little more than they made last time. This is a 18% jump, meaning they are selling more food and drinks, and making more money.

Key Points

• Company profit expected to rise 18% year-on-year.
• Revenue projected to increase by 194% to ₹15,884.85 crore.
• Blinkit growth: Massive 123% Y-o-Y growth in merchandise value.
• Competition remains a key factor in the company’s performance.
• Analysts watch for Blinkit, GOV, and profit margins.
• Overall Ebitda expected to improve compared to the previous year.

The company is selling a lot more food and drinks! They expect to earn about ₹15,884.85 crore this time, which is a huge jump from ₹5,405 crore last year. They’re also expecting to make more money in the short term, up 7% from last quarter.

Some experts are really paying attention to how competitive the food delivery market is getting. They also want to know how quickly Blinkit is growing, and how much each order is worth (Gross Order Value – GOV). They’ll be looking at how well the company is making money on each order – called the margin – to see if they can improve.

Blinkit, one of Eternal’s biggest businesses, is growing incredibly fast! Analysts predict it will grow by a huge 123% year-over-year. They’re doing this by opening a lot more of their “dark stores” – places where they only prepare food and don’t have tables and chairs.

However, there are some challenges. Because of changes in taxes (GST), Blinkit’s sales might be a little lower than expected. The company expects to make around ₹270 crore in profit from its main business, but this is less than last time because Blinkit is still losing money.

Other experts have different ideas. Motilal Oswal expects food delivery orders to grow, and quick commerce (like Blinkit’s speedy deliveries) to grow even faster. They think Blinkit will continue to be a big part of the company’s success.

JM Financial also predicts the company’s profits will rise gradually. Nuvama Institutional Equities has a more cautious outlook, expecting slower growth in food delivery orders and significant losses for Blinkit.

Essentially, Eternal is trying to grow quickly, and they’re doing a pretty good job, but there are still risks to watch out for.

It’s all about how quickly Eternal can sell food and drinks and make money while competing with other food delivery companies!