Q4 2026 Eternal Ltd Earnings Call Transcript
Key Points
- Eternal Ltd (BOM:543320) is targeting a significant EBITDA growth, aiming for $1 billion by 2029, indicating strong future financial performance.
- The company is maintaining a robust growth rate in its food segment, with a steady clip of 19-20% growth.
- Eternal Ltd is on track to meet its guidance of 3,000 dark stores by March, showing strong operational expansion.
- The company is experiencing low customer acquisition costs, allowing for effective marketing spend and strong MTU (Monthly Transacting Users) growth.
- Eternal Ltd is confident in maintaining pricing discipline and achieving a 60% CAGR in its Quick Commerce business, despite competitive pressures.
- The company has not provided specific short-term guidance, indicating potential uncertainty in market dynamics.
- There is a noted decline in the number of orders per customer, which could impact overall customer engagement.
- Eternal Ltd faces intense competition across all markets, which could pressure margins and growth rates.
- The contribution per order has seen a slight dip, influenced by seasonal factors and changes in average order value.
- The company is not providing specific guidance on store additions beyond March, which may create uncertainty about future expansion plans.
Ladies and gentlemen, a very good evening and welcome to Eternal Limited's Q4 FY26 earnings conference call. From Eternal's management team, we have with us today Akshant Goyal, Albinder Singh Dinsha, and Kunal Swarup. Before we begin, a few big announcements for the attendees.
Anything said on this call, which reflects outlook for the future or which could be construed as a forward-looking statement, may involve risks and uncertainties.
Such statements or comments are not guarantees of future performance, and actual results may differ from those statements. Additionally, please note that this earnings call is scheduled for a duration of 45 minutes, and we will be starting directly with the Q&A section of the call.
Questions & Answers
(Operator Instructions) Gaurav Malhotra, Axis.
Yeah, hi. Thank you for the opportunity. I had three questions. So first question is on the overall EBITDA guidance or indication of say $1 billion by '29. Now we
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
