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Quick Commerce 1P Model Will Harness Global Urbanization

Published
07 Nov 24
Updated
26 Sep 25
AnalystConsensusTarget's Fair Value
₹331.42
1.1% overvalued intrinsic discount
26 Sep
₹335.10
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1Y
25.9%
7D
3.2%

Author's Valuation

₹331.421.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Sep 25
Fair value Increased 2.80%

The upward revision in Eternal’s consensus price target is underpinned by a slight increase in its future P/E multiple, now resulting in a new target of ₹331.42. What's in the News Antfin Singapore Holding, an Alibaba Group unit, will sell its entire 1.95% stake in Eternal Limited via a $612 million block deal at a 4.63% discount to the previous closing price.

Shared on11 Sep 25
Fair value Increased 1.68%

Eternal's fair value has increased slightly as the future P/E multiple declined, indicating improved forward earnings expectations, while the analyst price target rose marginally from ₹317.07 to ₹322.40. What's in the News Antfin Singapore Holding Pte Ltd, part of Alibaba Group, is set to sell its entire 1.95% stake in Eternal Limited through a $612 million block deal at a 4.63% discount to the closing price.

Shared on27 Aug 25
Fair value Increased 2.28%

The modest increase in Eternal's price target reflects an improved valuation outlook, primarily driven by a notable decline in future P/E, with fair value revised from ₹310.00 to ₹314.73. What's in the News Antfin Singapore Holding Pte Ltd, an Alibaba unit, is selling its entire 1.95% stake in Eternal Limited via a $612 million block deal at a 4.63% discount to the closing share price.

Shared on09 Apr 25
Fair value Increased 4.91%

Shared on02 Apr 25
Fair value Decreased 3.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 15%

AnalystConsensusTarget has increased profit margin from 10.4% to 11.5% and decreased future PE multiple from 82.3x to 64.4x.