Eternal Zomato Q1 Results 2025: Blinkit Drives Revenue Surge Amid Sharp Profit Drop
The latest “eternal zomato q1 results” have sparked strong market reactions, with investors and analysts dissecting the company’s eye-catching numbers. Eternal Ltd (previously Zomato) said its net profit declined by 90% on a year-on-year basis in the June/ ending quarter, although its operating revenue increased by 70%. The dramatic shift comes as Blinkit, the company’s quick commerce arm, surpassed Zomato’s traditional food delivery business in net order value (NOV) for the first time.
Eternal Zomato Q1 Results 2025: Key Highlights
- Net profit drops 90 pct YoY to Rs 25 cr, vs Rs 253 cr last year.
- Revenue from operations rose 70 % YoY to Rs 7,167 crore from Rs 4,206 crore y/y.
- Total expenses jumped to Rs 7,433 crore, 77% on the year.
- EBITDA fell 35 per cent year-on-year (YoY) to Rs 115 crore due to aggressive expansion pressures.
- Stock price shot up by over 7 per cent intra-day post results announcement, to end at Rs 271.20 on July 21, 2025.
Latest Revenue and Profit Table in 2025: Updated
| Quarter | Net Profit (Rs Cr) | Revenue (Rs Cr) | Expenses (Rs Cr) | EBITDA (Rs Cr) |
| Q1 FY25 | 253 | 4,206 | 4,203 | 177 |
| Q4 FY25 | 39 | 5,833 | 6,104 | — |
| Q1 FY26 (2025) | 25 | 7,167 | 7,433 | 115 |
Blinkit Leapfrogs Zomato’s Food Delivery in 2025
For the first time, quick commerce arm Blinkit outperformed the original Zomato food delivery business in net order value:
| Business Segment | Q1 FY26 NOV (Rs Cr) | YoY Change (%) | Customer Growth (%) |
| Blinkit | 9,203 | +127 | +123 (to 16.9 M) |
| Zomato Food Del. | 8,967 | +13 | +12.8 (to 22.9 M) |
- Blinkit’s sharp surge is credited to rapid store expansion—243 new stores added in Q1, with the company on track for 2,000 by December 2025.
- Food delivery Net Order Value (NOV) rose just 13% YoY, reflecting demand headwinds in the sector.
Also Read: Eternal Zomato Q1 Results: Latest 2025 Update, Profit Crash, Blinkit Surge
Eternal Share Price and Peer Comparison: Updated Guide 2025
| Company | Revenue Q1 FY26 (Rs Cr) | Net Profit Q1 FY26 (Rs Cr) | Food Delivery NOV (Rs Cr) | Quick Commerce NOV (Rs Cr) |
| Eternal (Zomato) | 7,167 | 25 | 8,967 | 9,203 |
| Swiggy (Est.) | ~6,400 | ~30 | ~8,000 | ~7,000 |
*Estimates for Swiggy based on market reports (actuals may vary).
Know The Story Behind the Numbers in 2025
Why Did Eternal’s Profit Plunge?
- Heavy investments in Blinkit’s quick commerce business drove up expenses.
- The cost of advertisement and sales promotion increased 69 per cent year-over-year.
- Freight costs and inventory grew to accommodate the boom in the stores.
- The food delivery margin remained at 5% of NOV, but the total margin decreased.
Growth in Quick Commerce in 2025
- Blinkit became the company’s largest contributor to net order value.
- The number of transacting customers increased by more than twice the number, indicating how India desires rapid deliveries at their doorsteps.
- The revenue of the segment was up 155 per cent YoY to Rs 2,400 crore, against Rs 942 crore in Q1 FY25.
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Indian Food Delivery and “Going-Out” Segments 2025
- Food delivery revenue up 16% YoY.
- NOV growth slowed to 13% because the demand slowed in late 2024, but the Q1 FY26 signalled recovery.
- Events, ticketing ‚ perennial NOV of Rs 8,000 crore now is part of the done deal.
- Acquisition of tech and platforms is also increasing the overall cost.
Market Reaction and Share Performance
- Eternal stocks headed north of 7% instantly on the mention of Q1 outcomes, disregarding the eye-grabbing profit decreases in Blinkit, on promise concerning its course as determined by the market.
- Investors seem to be wagering on long-term growth as opposed to near-term margin compression.
India’s Food Delivery Market: Context and Trends
Industry Growth
- The increasing pace of urbanisation and online usage is the driving force of online food delivery in India, which is anticipated to expand at a CAGR of 27.3 per cent over 2034.
- Swiggy and Zomato (Eternal) are the greatest in size, and so are the cloud kitchens and hyperlocal guys to scare them.
The competitors are also increasing as platforms such as Blinkit are urging 15-minute delivery systems.
Company Strategy
- The example of Rotational Leadership: CEO Deepinder Goyal appointed time-bound roles to the superheading business divisions in the business (new Zomato Food Delivery head: Aditya Mangla).
- Expansion Focus: Eternal gives focus to the expansion of Blinkit, investment in warehousing, logistics, and tech integrations.
- Sustainability Goals: Involves the delivery of 100 per cent electric vehicles and fewer plastics by 2025.
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What is the Operational Metrics Table? Latest Update 2025
| Metric | Q1 FY25 | Q1 FY26 |
| Advertisement Expense (Rs Cr) | 396 | 671 |
| Total Food Delivery Revenue (Rs Cr) | 1,942 | 2,261 |
| Quick Commerce Revenue (Rs Cr) | 942 | 2,400 |
| Average Order Value (Rs) | 625 | 669 |
| Number of Quick Commerce Stores | ~1,300 | 1,544 |
| Cash Balance (Rs Cr) | ~18,800 | 18,857 |
Shareholders and Future Guidance in 2025 & Beyond
- Eternal’s management signalled that net profit may remain under pressure while the quick commerce segment scales.
- The food delivery is expected to achieve food delivery NOV growth, north of 15 per cent in FY26 and towards 20 per cent in FY27.
- The cash cushion (Rs 18,857 crore) held by the company is strong enough to finance the continued expansion.
Conclusion
The eternal Zomato Q1 results make one thing clear: Blinkit’s explosive growth may come at a high short-term cost, but Eternal’s long-term bet on quick commerce is reshaping India’s online delivery industry. With the increasing competition and a change in consumer orientation, the ability to sacrifice short-term profits in favour of aggressive growth has made Eternal an example that other companies in its market need to emulate.
FAQ (Frequently Asked Questions)
Q1. What are the major financial highlights from Eternal Zomato’s Q1 results 2025?
Ans. Eternal said its net profit decreased 90 per cent year-on-year to Rs 25 crore, but its revenue increased a strong 70 per cent to Rs 7,167 crore due to its Blinkit growth.
Q2. Why was the profit of Eternal decreased so much with much revenue?
Ans. An extensive spending on the growth of Blinkit, logistic networks of deliveries, and advertising cost the company a fortune, essentially reducing profitability levels.
Q3. What allowed Blinkit to outshine the food delivery business of Zomato?
Ans. For the first time, Blinkit’s net order value (Rs 9,203 crore) exceeded Zomato’s food delivery (Rs 8,967 crore), thanks to new store launches and a surge in customers.
Q4. What was the impact on Eternal’s share price after the Q1 results?
Ans. The share price of Eternal increased by more than 7 per cent upon the announcement of its results, and this indicates investor confidence in the growth in future.
Q5. What are the current trends in India’s food delivery and quick commerce industry?
Ans. The market also has a CAGR of above 27% and more companies are in the competition for food and grocery rapid deliveries. The industry is being defined by sustainability, artificial intelligence and the emergence of new forms of business.
