Eternal Ltd (NSE:ETERNAL)

Q1 2027 Eternal Ltd Earnings Call Transcript

Jul 22, 2026 / 11:30 AM GMT

Release Date Price: ₹284.4 (-0.77%)

Transcript

Key Points

Positve

Eternal Ltd (BOM:543320) has increased its long-term guidance in quick commerce from 5% to 6%, indicating confidence in future growth.
The company has seen a 3x increase in spending from older customer cohorts compared to three years ago, driven primarily by frequency growth.
Most growth is coming from existing cities, suggesting strong market penetration and customer retention.
Eternal Ltd (BOM:543320) has been able to maintain a competitive edge despite high competitive intensity, thanks to predictable competition strategies.
The company is expanding its gourmet store offerings in tier-one cities, which could enhance its product assortment and attract more customers.

Negative

The average order value (AOV) has dropped for two consecutive quarters, which could impact profitability if not managed.
Competitive intensity remains high, with many competitors offering subsidies, which could pressure margins.
The company faces challenges in maintaining contribution margins despite improvements in take rates, partly due to increased costs like minimum wage hikes.
Inventory losses, particularly with perishables, remain at 1.8% of NOB, which is a persistent issue.
CapEx per store has increased significantly, which may not directly correlate with a proportional increase in NOV per store, potentially affecting return on investment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ETEA.NS - Eternal Ltd
Q1 2027 Eternal Ltd Earnings Call
Jul 22, 2026 / 11:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, a very good evening, and welcome to Eternals Limited's Q1 FY '27 earnings conference call. From Eternals' management team, we have with us today Alvinder Singh Dinsa, Akshant Goyal and Kunal Swaroop.

Before we begin, a few quick 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.

Already have an account? Log in

Get the full story

Subscribe Now

	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...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.