Eternal Zomato’s Q1 FY26 results revealed a stunning 70% YoY revenue jump and Blinkit’s breakout dominance. On July 22, 2025, Eternal’s stock skyrocketed 15%, hitting an all-time high of ₹311.60 amid post-Q1 buzz. Could this be your next long-term wealth builder in India’s digital economy?
Inside Zomato’s Q1 FY26 Numbers
| Metric | Q1 FY26 | YoY Change |
|---|---|---|
| Revenue from Operations | ₹7,167 Cr | ▲ 70% |
| Consolidated Revenue | ₹7,563 Cr | ▲ 67% |
| Net Profit | ₹25 Cr | ▼ 90% |
| B2C Net Order Value (NOV) | ₹20,183 Cr | ▲ 55% |
| Blinkit NOV | ₹9,203 Cr | ▲ 127% |
Eternal delivered its 11th straight quarter of 50%+ YoY adjusted revenue growth, despite a sharp drop in profit—due to continued investments in logistics, Blinkit expansion, and marketing.
Blinkit officially overtook Zomato’s core food delivery segment in net order value—marking a pivotal shift in Eternal’s long-term growth narrative.
Blinkit, Dining Out, and Hyperpure: Growth Drivers or Risk Centers?
- Blinkit: Revenue rose from ₹942 Cr to ₹2,400 Cr YoY, now contributing nearly 1/3 of total B2C NOV.
- Zomato (Food Delivery): Order value stable, but growth rate lags Blinkit.
- Hyperpure: B2B logistics arm saw steady QoQ growth, aiding margins.
- Dining Out: Growing post-pandemic but less aggressive in scaling.
According to founder and analyst Sugandha Sachdeva (SS WealthStreet), “Eternal’s Blinkit growth is laying the foundation for sustainable multi-segment profitability.”
Share Price Update: Eternal Hits ₹311.60 on July 22
| Date | Closing Price | % Change |
|---|---|---|
| July 19, 2025 | ₹276.50 | – |
| July 22, 2025 | ₹311.60 | ▲ 15% intraday |
After a 10% upper circuit on market open, Eternal extended gains to ₹311.60, backed by high volumes, fund inflows, and multiple broker upgrades.
Top gainer on Nifty 50 and BSE 100 on July 22, 2025.
Is Eternal Zomato Still Overvalued?
Despite the rally, Eternal trades at a forward P/E of ~150x, reflecting ambitious growth pricing. But:
- Blinkit is improving unit economics
- Logistics investments are nearing operational leverage
- India’s food and quick commerce sectors are accelerating at a 25–30% CAGR, creating massive tailwinds for digital-first players like Eternal.
Sachdeva notes: “The risk-reward equation remains attractive if Blinkit can sustain momentum.”
Eternal vs. Peers: 2025 Food Tech Stock Scorecard
| Company | FY26E Revenue | EPS | P/E | 2025 Growth Outlook | Risk Score (1–10) |
|---|---|---|---|---|---|
| Eternal (Zomato) | ₹30,000 Cr | ₹1.9 | 156x | ⭐⭐⭐⭐⭐⭐⭐⭐ | 3.8 |
| Swiggy (Prosus) | ₹22,000 Cr | –₹4.2 | N/A | ⭐⭐⭐⭐⭐⭐ | 5.1 |
| Jubilant FoodWorks | ₹5,500 Cr | ₹8.4 | 42x | ⭐⭐⭐⭐ | 2.9 |
Eternal now leads India’s food tech shares in revenue, signaling its shift from “startup stock performance” to a mature platform ecosystem.
Wealth Builder Insight: Growth X Radar Score = 8.2/10
Eternal scores high on scale, digital tailwinds, urban demand, and quick-commerce growth. While profitability lags, long-term stock pick potential in India remains strong.
Technical Outlook: Bullish Breakout or Profit Zone?
- Support: ₹285–₹295
- Resistance: ₹320–₹330
- Short-term trend: Bullish
- 200 DEMA & 100 DEMA: Below price—indicating long-term uptrend
SS WealthStreet suggests: “Any dip toward ₹290 is an opportunity to accumulate. Breakout above ₹320 confirms strength.”
Macro Trends & Regulatory Pulse
India’s ₹80,000 Cr online commerce market is entering a profit-focused era. With SEBI easing IPO rules and the RBI maintaining a liquidity-friendly stance, investor sentiment is turning sharply in favor of high-growth tech stocks.:
- Boosted retail inflows
- Supported growth stock re-rating
- Created a favorable runway for digital-first businesses like Eternal
Summary
Is Zomato stock a good buy in 2025?
Yes—Eternal’s Q1 FY26 performance, led by Blinkit’s explosive growth, signals a maturing business model. With consistent revenue growth, improving unit economics, and quick-commerce leadership, Zomato stock is emerging as a serious long-term contender in India’s digital equity landscape.
FAQ Schema
What’s the EPS of Eternal Zomato in Q1 FY26?
₹0.19, down YoY due to Blinkit investments.
What is the Zomato share price today?
As of July 22, 2025, it closed at ₹311.60, up 15%.
Is Blinkit profitable?
Not yet, but on track for EBITDA breakeven by FY26 end.
What are expert stock targets for Eternal in 2025?
Most brokerages project ₹320–₹356 as near-term targets.
Will You Ride Zomato 2.0 in 2025? Share Your Take
Zomato’s parent Eternal is transforming into a platform powerhouse, with Blinkit becoming its growth engine. As India’s consumer economy digitizes, this could be a once-in-a-decade wealth-building opportunity.
🧵 Tag us on X, share with your finance group, or DM your thesis—because Zomato 2.0 might just be getting started.
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