ETERNAL Q2 FY27
Net Profit: βΉ125 Cr β92% YoY | β36% QoQ
Revenue: βΉ24,138 Cr β78% YoY | β19% QoQ
EBITDA: βΉ752 Cr β215% YoY | β27% QoQ
EBITDA Margin: 3.1% vs 1.8% YoY | 2.9% QoQ
Other Income: βΉ351 Cr vs βΉ352 Cr YoY | βΉ375 Cr QoQ
Net Profit: βΉ125 Cr β92% YoY | β36% QoQ
Revenue: βΉ24,138 Cr β78% YoY | β19% QoQ
EBITDA: βΉ752 Cr β215% YoY | β27% QoQ
EBITDA Margin: 3.1% vs 1.8% YoY | 2.9% QoQ
Other Income: βΉ351 Cr vs βΉ352 Cr YoY | βΉ375 Cr QoQ
π₯2
ETERNAL Q2 FY27: REVENUE & EBITDA BEAT ESTIMATES, PROFIT MISSES
π’ Revenue: βΉ24,138 Cr vs βΉ22,425 Cr estimated (+7.64%) - Beat
π’ EBITDA: βΉ752 Cr vs βΉ530 Cr estimated (+41.89%)- Beat
π’ EBITDA Margin: 3.1% vs 2.4% estimated (+70 bps)- Beat
π» Net Profit: βΉ125 Cr vs βΉ250 Cr estimated (β50%) - Miss
π’ Revenue: βΉ24,138 Cr vs βΉ22,425 Cr estimated (+7.64%) - Beat
π’ EBITDA: βΉ752 Cr vs βΉ530 Cr estimated (+41.89%)- Beat
π’ EBITDA Margin: 3.1% vs 2.4% estimated (+70 bps)- Beat
π» Net Profit: βΉ125 Cr vs βΉ250 Cr estimated (β50%) - Miss
ETERNAL Q2 :
Expect To Cross 3,500 Stores By Mar 2027, And Our Current Plans Point To About 5,000
Expect To Cross 3,500 Stores By Mar 2027, And Our Current Plans Point To About 5,000
ETERNAL Q2 FY27: SEGMENT-WISE PERFORMANCE (CONSOLIDATED)
π INDIA FOOD ORDERING & DELIVERY
β’ Revenue: Up 36.66% YoY to βΉ3,396 Cr; up 9.55% QoQ.
β’ Profit: Up 24.90% YoY to βΉ647 Cr; up 4.19% QoQ.
π HYPERPURE (B2B BUSINESS)
β’ Revenue: Up 12.81% YoY to βΉ1,154 Cr; up 11.61% QoQ.
β’ Profit: Up 1,800% YoY to βΉ19 Cr; up 35.71% QoQ.
π QUICK COMMERCE (BLINKIT)
β’ Revenue: Up 93.63% YoY to βΉ19,152 Cr; up 22.27% QoQ.
β’ Profit: βΉ488 Cr vs βΉ5 Cr YoY; up 33.70% QoQ.
π½ GOING OUT
β’ Revenue: Up 60.85% YoY to βΉ304 Cr; down 4.40% QoQ.
β’ Loss: βΉ55 Cr vs βΉ57 Cr YoY and βΉ61 Cr QoQ.
π’ OTHER SEGMENTS
β’ Revenue: βΉ132 Cr.
β’ Loss: βΉ85 Cr vs βΉ54 Cr YoY and βΉ90 Cr QoQ.
π INDIA FOOD ORDERING & DELIVERY
β’ Revenue: Up 36.66% YoY to βΉ3,396 Cr; up 9.55% QoQ.
β’ Profit: Up 24.90% YoY to βΉ647 Cr; up 4.19% QoQ.
π HYPERPURE (B2B BUSINESS)
β’ Revenue: Up 12.81% YoY to βΉ1,154 Cr; up 11.61% QoQ.
β’ Profit: Up 1,800% YoY to βΉ19 Cr; up 35.71% QoQ.
π QUICK COMMERCE (BLINKIT)
β’ Revenue: Up 93.63% YoY to βΉ19,152 Cr; up 22.27% QoQ.
β’ Profit: βΉ488 Cr vs βΉ5 Cr YoY; up 33.70% QoQ.
π½ GOING OUT
β’ Revenue: Up 60.85% YoY to βΉ304 Cr; down 4.40% QoQ.
β’ Loss: βΉ55 Cr vs βΉ57 Cr YoY and βΉ61 Cr QoQ.
π’ OTHER SEGMENTS
β’ Revenue: βΉ132 Cr.
β’ Loss: βΉ85 Cr vs βΉ54 Cr YoY and βΉ90 Cr QoQ.
ETERNAL (ZOMATO) Q2 FY27 HIGHLIGHTS
ADJUSTED EBITDA UP 197% YOY, BLINKIT REVENUE UP 94%
π CONSOLIDATED PERFORMANCE
β’ Net Order Value (NOV): Up 54% YoY to βΉ35,644 Cr.
β’ Adjusted Revenue: Up 76% YoY to βΉ24,621 Cr.
β’ Adjusted EBITDA: Up 197% YoY to βΉ666 Cr.
β’ Cash Balance: βΉ16,475 Cr, down βΉ1,813 Cr QoQ.
π FOOD DELIVERY
β’ NOV: Up 21% YoY to βΉ11,445 Cr.
β’ Adjusted Revenue: Up 35% YoY to βΉ3,879 Cr.
β’ Adjusted EBITDA: Up 25% YoY to βΉ627 Cr.
β’ EBITDA/NOV Margin: 5.5%.
ADJUSTED EBITDA UP 197% YOY, BLINKIT REVENUE UP 94%
π CONSOLIDATED PERFORMANCE
β’ Net Order Value (NOV): Up 54% YoY to βΉ35,644 Cr.
β’ Adjusted Revenue: Up 76% YoY to βΉ24,621 Cr.
β’ Adjusted EBITDA: Up 197% YoY to βΉ666 Cr.
β’ Cash Balance: βΉ16,475 Cr, down βΉ1,813 Cr QoQ.
π FOOD DELIVERY
β’ NOV: Up 21% YoY to βΉ11,445 Cr.
β’ Adjusted Revenue: Up 35% YoY to βΉ3,879 Cr.
β’ Adjusted EBITDA: Up 25% YoY to βΉ627 Cr.
β’ EBITDA/NOV Margin: 5.5%.
β€1
ETERNAL (ZOMATO) Q2 FY27 HIGHLIGHTS
π QUICK COMMERCE (BLINKIT)
β’ NOV: Up 79% YoY to βΉ20,940 Cr.
β’ Adjusted Revenue: Up 94% YoY to βΉ19,152 Cr.
β’ Adjusted EBITDA: βΉ184 Cr, improving βΉ340 Cr YoY.
β’ EBITDA/NOV Margin: 0.9%.
π GOING-OUT BUSINESS
β’ NOV: Up 58% YoY to βΉ3,259 Cr.
β’ Adjusted Revenue: Up 61% YoY to βΉ304 Cr.
β’ Adjusted EBITDA Loss: βΉ64 Cr, with loss increasing βΉ1 Cr YoY.
π¦ B2B SUPPLIES (HYPERPURE)
β’ Adjusted Revenue: Up 13% YoY to βΉ1,154 Cr.
β’ Adjusted EBITDA: βΉ10 Cr, improving βΉ15 Cr YoY.
β’ EBITDA Margin: 0.9%.
π QUICK COMMERCE (BLINKIT)
β’ NOV: Up 79% YoY to βΉ20,940 Cr.
β’ Adjusted Revenue: Up 94% YoY to βΉ19,152 Cr.
β’ Adjusted EBITDA: βΉ184 Cr, improving βΉ340 Cr YoY.
β’ EBITDA/NOV Margin: 0.9%.
π GOING-OUT BUSINESS
β’ NOV: Up 58% YoY to βΉ3,259 Cr.
β’ Adjusted Revenue: Up 61% YoY to βΉ304 Cr.
β’ Adjusted EBITDA Loss: βΉ64 Cr, with loss increasing βΉ1 Cr YoY.
π¦ B2B SUPPLIES (HYPERPURE)
β’ Adjusted Revenue: Up 13% YoY to βΉ1,154 Cr.
β’ Adjusted EBITDA: βΉ10 Cr, improving βΉ15 Cr YoY.
β’ EBITDA Margin: 0.9%.
β€1
TATA COMMUNICATIONS: SPANISH COURT QUASHES β¬33.61 MILLION VAT DEMAND & PENALTY
β’ COURT RULING: Spainβs National Court ruled in favour of subsidiary TC Spain, annulling the VAT demand and penalty imposed by the Spanish Tax Agency.
β’ VAT & INTEREST: β¬15.51 million.
β’ PENALTY: β¬18.10 million.
β’ TOTAL DISPUTE VALUE: Approximately β¬33.61 million.
β’ STATUS: The matter remains subject to further legal proceedings.
β’ COURT RULING: Spainβs National Court ruled in favour of subsidiary TC Spain, annulling the VAT demand and penalty imposed by the Spanish Tax Agency.
β’ VAT & INTEREST: β¬15.51 million.
β’ PENALTY: β¬18.10 million.
β’ TOTAL DISPUTE VALUE: Approximately β¬33.61 million.
β’ STATUS: The matter remains subject to further legal proceedings.
β€1
ABBOTT Q3 EARNINGS
- ADJ EPS: $1.42 (EST $1.42)
- NET SALES: $13.01B (EST $13B)
- COMPARABLE SALES: +7%
- SEES Q4 ADJ EPS: $1.62 TO $1.67 (EST $1.64)
- SEES FY ADJ EPS: $5.50 TO $5.55 (PRIOR $5.45 TO $5.60)
- SEES 2026 COMPARABLE SALES GROWTH: ABOUT 6.0%
- REAFFIRMS YEAR EPS GUIDANCE
- ADJ EPS: $1.42 (EST $1.42)
- NET SALES: $13.01B (EST $13B)
- COMPARABLE SALES: +7%
- SEES Q4 ADJ EPS: $1.62 TO $1.67 (EST $1.64)
- SEES FY ADJ EPS: $5.50 TO $5.55 (PRIOR $5.45 TO $5.60)
- SEES 2026 COMPARABLE SALES GROWTH: ABOUT 6.0%
- REAFFIRMS YEAR EPS GUIDANCE
KEI INDUSTRIES Q2 FY27 : CONS NET PROFIT UP 29% AT βΉ262 CR (YOY), DOWN 4% (QOQ)
REVENUE UP 39% AT βΉ3,776 CR (YOY), UP 19% (QOQ)
EBITDA UP 40% AT βΉ377 CR (YOY), DOWN 5% (QOQ)
MARGINS AT 10.0% VS 9.9% (YOY), 12.4% (QOQ)
REVENUE UP 39% AT βΉ3,776 CR (YOY), UP 19% (QOQ)
EBITDA UP 40% AT βΉ377 CR (YOY), DOWN 5% (QOQ)
MARGINS AT 10.0% VS 9.9% (YOY), 12.4% (QOQ)
π₯3
US CRUDE OIL INVENTORIES ACTUAL: -3060K VS -8557K PREVIOUS; EST -324.20K
THE INDIAN HOTELS: CO UPGRADES FY27 CONSOLIDATED REVENUE GROWTH GUIDANCE TO 15-17%, HOTEL SEGMENT GROWTH TO 17-19%, SEES FY28 BETTER THAN FY27
β€2
U.S. STATE DEPARTMENT IS SET TO ORDER THE DEPARTURE OF CERTAIN STAFF AND THEIR FAMILIES FROM AMERICAN EMBASSIES THROUGHOUT THE GULF
π2π1
ARAMCO OIL FIELD IN THE EASTERN REGION HAS BEEN ATTACKED, WITH THE SAUDI ENERGY MINISTRY SAYING AIR DEFENCES INTERCEPTED A DRONE ATTEMPTING TO TARGET A FACILITY AT ARAMCOβS SHAYBAH OILFIELD
π1
TWO PEOPLE WERE KILLED IN THE DRONE ATTACK ON SAUDI ARABIAβS SHAYBAH OILFIELD, THOUGH THERE WAS NO IMPACT ON OPERATIONS AT SAUDI ARAMCOβS SHAYBAH OILFIELD FOLLOWING THE ATTACK
MICROSOFT SAYS THAT AS EARLY AS SEPTEMBER 2026 THE CHINA-ALIGNED STORM-0940 ACTOR USED THE AI FRAMEWORK ARTEX TO AUTOMATE ATTACKS ON HUNDREDS OF ORGANIZATIONS GLOBALLY, ACHIEVING PRIVILEGED CLOUD ACCESS IN LESS THAN 3 HOURS IN MULTIPLE INSTANCES
MICROSOFT: STORM-0940 LINKED TO CONNECTWISE SUPPLY-CHAIN COMPROMISE; PASSWORD-SPRAY CAMPAIGN TARGETED 327 ACCOUNTS ACROSS 8 ORGANIZATIONS OCT. 10-14
MICROSOFT SAYS STORM-0940 AUTHENTICATION ACTIVITY WAS DETECTED IN MULTIPLE CUSTOMER ENVIRONMENTS, THOUGH DATA ACCESS HAS NOT BEEN CONFIRMED
MICROSOFT SAYS STORM-0940 HAS USED OAUTH APPLICATIONS TO ACCESS AND EXFILTRATE EMAIL AND OTHER DATA THROUGH MICROSOFT GRAPH
Meta Q3 2026 Earnings $META
EPS $3.83, est. $3.57
Rev. $64.60B, est. $63.33B
Ad rev. $63.06B, est. $61.85B
Family of Apps rev. $64.16B, est. $62.75B
Reality Labs rev. $443M, est. $517.7M
Oper income $12.99B, est. $20.85B
Family of Apps oper income $17.12B, est. $23.3B
Reality Labs oper loss $4.13B, est. loss $5.13B
Establishes new non-voting Class C common stock
Sees Q4 rev. $73B to $76B, est. $73.57B
EPS $3.83, est. $3.57
Rev. $64.60B, est. $63.33B
Ad rev. $63.06B, est. $61.85B
Family of Apps rev. $64.16B, est. $62.75B
Reality Labs rev. $443M, est. $517.7M
Oper income $12.99B, est. $20.85B
Family of Apps oper income $17.12B, est. $23.3B
Reality Labs oper loss $4.13B, est. loss $5.13B
Establishes new non-voting Class C common stock
Sees Q4 rev. $73B to $76B, est. $73.57B
Tesla Q3 2026 Earnings $TSLA
Adj. EPS $0.48, est. $0.44
Rev. $28.05B, est. $28.13B
EPS $0.22, vs. $0.39 y/y
Gross margin 19.6%, est. 17.8%
Automotive rev. $20.56B, est. $19.83B
Services and other rev. $4.61B, est. $4.3B
Energy generation and storage rev. $2.88B, est. $3.91B
Oper income $718M, est. $599.3M
Active FSD subscriptions 1.74M, est. 1.57M
FCF $1.53B, est. -$4.99B
Achieved second consecutive quarter of TTM rev. above $100B
Adj. EPS $0.48, est. $0.44
Rev. $28.05B, est. $28.13B
EPS $0.22, vs. $0.39 y/y
Gross margin 19.6%, est. 17.8%
Automotive rev. $20.56B, est. $19.83B
Services and other rev. $4.61B, est. $4.3B
Energy generation and storage rev. $2.88B, est. $3.91B
Oper income $718M, est. $599.3M
Active FSD subscriptions 1.74M, est. 1.57M
FCF $1.53B, est. -$4.99B
Achieved second consecutive quarter of TTM rev. above $100B
π1