Eternal: Kotak Securities on Eternal Buy, Target Price Rs 375 as platform fee hikes aim to offset rising costs (packaging, distance, fuel), with potential industry follow-through and larger delivery radius helping sustain segment contribution margins.

 24 Mar 2026 09:02 AM

Eternal: Kotak Securities on Eternal Buy, Target Price Rs 375 as platform fee hikes aim to offset rising costs (packaging, distance, fuel), with potential industry follow-through and larger delivery radius helping sustain segment contribution margins.

Eternal: Co Raises Food Delivery Fee To ₹14.90 From ₹12.50 Per Order - CNBC TV18

 20 Mar 2026 02:50 PM

Eternal: Co Raises Food Delivery Fee To ₹14.90 From ₹12.50 Per Order - CNBC TV18

Eternal: UBS Group AG maintains Buy on Eternal with ₹375 TP, citing ~20–21% YoY industry food-delivery volume growth in Feb’26 with stable Q4 market share, though Mar–Apr volumes may see some impact from cooking gas shortages, while Blinkit continues widening its quick-commerce reach gap over Instamart and Zepto.

 13 Mar 2026 09:10 AM

Eternal: UBS Group AG maintains Buy on Eternal with ₹375 TP, citing ~20–21% YoY industry food-delivery volume growth in Feb’26 with stable Q4 market share, though Mar–Apr volumes may see some impact from cooking gas shortages, while Blinkit continues widening its quick-commerce reach gap over Instamart and Zepto.

Eternal: Axis Capital maintains Buy on Eternal with Target Price Rs 484, citing attractive entry levels, Blinkit’s implied value of US$12 bn, conservative 32% CAGR in net order value (FY26-30), FY30 adj. EBITDA margin at 2.7% (target 5–6% by FY35), and long-term AI risk hinging on large-scale user adoption.

 11 Mar 2026 09:06 AM

Eternal: Axis Capital maintains Buy on Eternal with Target Price Rs 484, citing attractive entry levels, Blinkit’s implied value of US$12 bn, conservative 32% CAGR in net order value (FY26-30), FY30 adj. EBITDA margin at 2.7% (target 5–6% by FY35), and long-term AI risk hinging on large-scale user adoption.

Eternal: Kotak retains 'Buy' ratings on Eternal, cuts target price to Rs 375.

 04 Mar 2026 09:15 AM

Eternal: Kotak retains 'Buy' ratings on Eternal, cuts target price to Rs 375.

Bernstein on Eternal – O-P, TP Rs 370

 25 Feb 2026 09:13 AM

Bernstein on Eternal – O-P, TP Rs 370

Jefferies on Eternal Maintain Buy, TP Rs 480 per share.

 24 Feb 2026 08:45 AM

Jefferies on Eternal Maintain Buy, TP Rs 480 per share.

Eternal: Jefferies maintains 'Buy' on Eternal with a target price of Rs 480.

 22 Jan 2026 09:10 AM

Eternal: Jefferies maintains 'Buy' on Eternal with a target price of Rs 480.

Eternal: CLSA on Eternal High Conviction O-P, target price Rs 503

 22 Jan 2026 09:10 AM

Eternal: CLSA on Eternal High Conviction O-P, target price Rs 503

Eternal: HSBC on Eternal Buy, target price Rs 350

 22 Jan 2026 09:10 AM

Eternal: HSBC on Eternal Buy, target price Rs 350

Eternal: Nomura on Eternal Buy, target price Rs 380

 22 Jan 2026 09:10 AM

Eternal: Nomura on Eternal Buy, target price Rs 380

Eternal: Guidance - Management indicated that Quick Commerce margins are hard to predict in the near term due to competitive intensity, but expressed high confidence in achieving 5% to 6% of NOV in the long term.– Concall Update

 22 Jan 2026 08:18 AM

Eternal: Guidance - Management indicated that Quick Commerce margins are hard to predict in the near term due to competitive intensity, but expressed high confidence in achieving 5% to 6% of NOV in the long term.– Concall Update

Eternal: Guidance - co maintains its $3 billion NOV guidance for the District business by FY30, implying a north of 30% CAGR over the next four years, largely driven by market share growth.– Concall Update

 22 Jan 2026 08:18 AM

Eternal: Guidance - co maintains its $3 billion NOV guidance for the District business by FY30, implying a north of 30% CAGR over the next four years, largely driven by market share growth.– Concall Update

Eternal: Guidance - Management expects losses in the District business to decrease sequentially from Q3 FY26, aiming for breakeven within the next four to six quarters.– Concall Update

 22 Jan 2026 08:18 AM

Eternal: Guidance - Management expects losses in the District business to decrease sequentially from Q3 FY26, aiming for breakeven within the next four to six quarters.– Concall Update

Eternal: Guidance - CapEx per store is expected to increase in the coming quarters due to investments in automation and a trend towards larger store sizes, while net working capital days are projected to remain within the 18-day range, targeting a ROCE north of 40%.– Concall Update

 22 Jan 2026 08:18 AM

Eternal: Guidance - CapEx per store is expected to increase in the coming quarters due to investments in automation and a trend towards larger store sizes, while net working capital days are projected to remain within the 18-day range, targeting a ROCE north of 40%.– Concall Update

Eternal: Guidance - The full 1% accretion benefit from the shift to an inventory model is anticipated to accrue within six to nine months.– Concall Update

 22 Jan 2026 08:18 AM

Eternal: Guidance - The full 1% accretion benefit from the shift to an inventory model is anticipated to accrue within six to nine months.– Concall Update

Eternal: Co Remain On Track For 3,000 Stores By March 2027 || If Competition Moderates In Near Term, To Aim For 3,500-4,000 Stores By March 2027

 21 Jan 2026 05:21 PM

Eternal: Co Remain On Track For 3,000 Stores By March 2027 || If Competition Moderates In Near Term, To Aim For 3,500-4,000 Stores By March 2027

Eternal: Company Believes It Can Handle Most Effects of India's Social Security Code; No Anticipation of Alterations in Long-Term Margin Forecasts for Any Business

 21 Jan 2026 05:22 PM

Eternal: Company Believes It Can Handle Most Effects of India's Social Security Code; No Anticipation of Alterations in Long-Term Margin Forecasts for Any Business

Eternal: Company Believes District Can Reach $3 Billion New Business With 5% Adjusted EBITDA Margin By FY30, Monitoring Details Of Labor Code Without Expected Impact On P&L

 21 Jan 2026 05:25 PM

Eternal: Company Believes District Can Reach $3 Billion New Business With 5% Adjusted EBITDA Margin By FY30, Monitoring Details Of Labor Code Without Expected Impact On P&L

Eternal: Expects Annual Food Delivery Growth To Gradually Reach 20% Over Time

 21 Jan 2026 05:26 PM

Eternal: Expects Annual Food Delivery Growth To Gradually Reach 20% Over Time