ETERNAL LIMITED — Q4FY26 earnings call summary

Filed 06 May 2026 · Official transcript

Automation capex to increase gradually, guided by ROCE; assortment and geographic expansion key growth drivers
EBITDA guidance around $1 billion by FY29; quick commerce margin expected ~3-3.5%
Food delivery growth ~20% with 5-6% margin target; platform fee hikes support profitability
Quick commerce store additions on track for 3,000 by March; 60% CAGR growth guidance
Competitive intensity remains high across markets; focus on healthy, sustainable growth