ETERNAL

What Eternal promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 22 tracked 3 delivered 10 missed 9 open
  • Blinkit Store Count delivered said Q1 FY25 Promised: 2,000 stores by March 2026 Q1 FY27: The original target of 2,000 stores remains surpassed as the company added another 200 stores this quarter, continuing progress towards the newer 3,000 store target.
  • Food Delivery GOV Growth went quiet said Q1 FY25 Promised: 20%+ CAGR, currently trending 27-28% Q1 FY27: No mention of the food delivery growth target. Focus remains on quick commerce. This promise continues to be ghosted.
  • Blinkit Long-Term Margin revised up said Q1 FY25 Promised: Business can be as profitable as food delivery in terms of margin, if not more (i.e., 4-5% Adj. EBITDA) Q1 FY27: Management raised long-term Adjusted EBITDA margin guidance for quick commerce to 6%, citing higher visibility from capex investments and efficiency gains. This significantly surpasses the original 4-5% target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 22 tracked commitments for Eternal — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens