Eternal（543320）株式概要エターナル・リミテッドは、主にインド国内外でオンライン・フードデリバリー会社を運営している。 詳細543320 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長5/6過去の実績2/6財務の健全性6/6配当金0/6報酬収益は年間48.52%増加すると予測されています リスク分析利益率(0.7%)は昨年より低い(2.6%) すべてのリスクチェックを見る543320 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹241.9510.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-24b2t2016201920222025202620282031Revenue ₹1.7tEarnings ₹11.3bAdvancedSet Fair ValueView all narrativesEternal Limited 競合他社SwiggySymbol: NSEI:SWIGGYMarket cap: ₹648.3bJubilant FoodWorksSymbol: NSEI:JUBLFOODMarket cap: ₹286.1bDevyani InternationalSymbol: NSEI:DEVYANIMarket cap: ₹141.0bTravel Food ServicesSymbol: NSEI:TRAVELFOODMarket cap: ₹148.9b価格と性能株価の高値、安値、推移の概要Eternal過去の株価現在の株価₹241.9552週高値₹368.4052週安値₹212.55ベータ0.281ヶ月の変化-7.99%3ヶ月変化-10.04%1年変化1.90%3年間の変化259.56%5年間の変化n/aIPOからの変化92.25%最新ニュースReported Earnings • Apr 29Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.40 (down from ₹0.60 in FY 2025). Revenue: ₹543.6b (up 169% from FY 2025). Net income: ₹3.66b (down 31% from FY 2025). Profit margin: 0.7% (down from 2.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.8%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 22Eternal Limited to Report Q4, 2026 Results on Apr 28, 2026Eternal Limited announced that they will report Q4, 2026 results on Apr 28, 2026Reported Earnings • Jan 22Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹0.11 (up from ₹0.07 in 3Q 2025). Revenue: ₹163.2b (up 202% from 3Q 2025). Net income: ₹1.02b (up 73% from 3Q 2025). Profit margin: 0.6% (down from 1.1% in 3Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 21+ 1 more updateEternal Limited Announces CEO Changes, Effective February 1, 2026The board of directors of Eternal Limited January 21, 2026, accepted the resignation of Deepinder Goyal (DIN:02613583) as the Director, Managing Director & Chief Executive Officer of the Company, effective close of business hours on February 1, 2026; and approved appointment of Albinder Singh Dhindsa (currently, CEO-Blinkit) as Chief Executive Officer and Key Managerial Personnel of the Company with effect from February 01, 2026.お知らせ • Jan 15Eternal Limited to Report Q3, 2026 Results on Jan 21, 2026Eternal Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 21, 2026Price Target Changed • Oct 17Price target increased by 8.0% to ₹369Up from ₹341, the current price target is an average from 31 analysts. New target price is 7.6% above last closing price of ₹343. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹0.66 for next year compared to ₹0.60 last year.最新情報をもっと見るRecent updatesReported Earnings • Apr 29Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.40 (down from ₹0.60 in FY 2025). Revenue: ₹543.6b (up 169% from FY 2025). Net income: ₹3.66b (down 31% from FY 2025). Profit margin: 0.7% (down from 2.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.8%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 22Eternal Limited to Report Q4, 2026 Results on Apr 28, 2026Eternal Limited announced that they will report Q4, 2026 results on Apr 28, 2026Reported Earnings • Jan 22Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹0.11 (up from ₹0.07 in 3Q 2025). Revenue: ₹163.2b (up 202% from 3Q 2025). Net income: ₹1.02b (up 73% from 3Q 2025). Profit margin: 0.6% (down from 1.1% in 3Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 21+ 1 more updateEternal Limited Announces CEO Changes, Effective February 1, 2026The board of directors of Eternal Limited January 21, 2026, accepted the resignation of Deepinder Goyal (DIN:02613583) as the Director, Managing Director & Chief Executive Officer of the Company, effective close of business hours on February 1, 2026; and approved appointment of Albinder Singh Dhindsa (currently, CEO-Blinkit) as Chief Executive Officer and Key Managerial Personnel of the Company with effect from February 01, 2026.お知らせ • Jan 15Eternal Limited to Report Q3, 2026 Results on Jan 21, 2026Eternal Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 21, 2026Price Target Changed • Oct 17Price target increased by 8.0% to ₹369Up from ₹341, the current price target is an average from 31 analysts. New target price is 7.6% above last closing price of ₹343. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹0.66 for next year compared to ₹0.60 last year.Reported Earnings • Oct 17Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹0.07 (down from ₹0.20 in 2Q 2025). Revenue: ₹139.4b (up 191% from 2Q 2025). Net income: ₹650.0m (down 63% from 2Q 2025). Profit margin: 0.5% (down from 3.7% in 2Q 2025). Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 77% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 13Eternal Limited to Report Q2, 2026 Results on Oct 16, 2025Eternal Limited announced that they will report Q2, 2026 results on Oct 16, 2025お知らせ • Aug 07Antfin to Exit Eternal in $612 Million Block DealAntfin Singapore Holding Pte Ltd, a unit of China's Alibaba Group, will sell its entire 1.95% stake in food and grocery delivery firm Eternal Limited (NSEI:ETERNAL) in a block deal worth $612 million, days after it said its final goodbye to financial services firm Paytm. The term sheet reviewed by Mint showed that the clean-up trade was made at a 4.63% discount to Eternal's closing share price on 6 August. Antfin holds 188.4 million shares in Eternal. Antfin has hired Morgan Stanley and Bank of America for the sale. The order book opens on August 6, 2025 and is expected to close on August 7, 2025.Reported Earnings • Jul 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹0.03 (down from ₹0.29 in 1Q 2025). Revenue: ₹75.2b (up 79% from 1Q 2025). Net income: ₹250.0m (down 90% from 1Q 2025). Profit margin: 0.3% (down from 6.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 93% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 22Price target increased by 8.1% to ₹305Up from ₹282, the current price target is an average from 30 analysts. New target price is approximately in line with last closing price of ₹300. Stock is up 38% over the past year. The company is forecast to post earnings per share of ₹0.93 for next year compared to ₹0.60 last year.お知らせ • Jul 21Eternal Limited, Annual General Meeting, Aug 19, 2025Eternal Limited, Annual General Meeting, Aug 19, 2025, at 12:00 Indian Standard Time.お知らせ • Jul 16Eternal Limited to Report Q1, 2026 Results on Jul 21, 2025Eternal Limited announced that they will report Q1, 2026 results on Jul 21, 2025お知らせ • Jul 08Eternal Limited Announces Executive Changes, Effective July 6, 2025Eternal Limited announced that Rakesh Ranjan has successfully completed his 2-year stint as the CEO of the Food Ordering and Delivery business and will cease to be designated as a Senior Management Personnel (SMP) effective July 6, 2025. Aditya Mangla has been appointed as the new CEO of the Food Ordering and Delivery business and SMP, with the board of directors' approval on July 6, 2025, for a period of 2 years. Aditya Mangla is currently the Head of Product for food ordering and delivery at Eternal. Since joining Eternal in March 2021, he has taken up multiple leadership roles within the food delivery business, including Head of Supply and Head of Customer Experience, focusing on optimizing restaurant partner ecosystems and enhancing customer satisfaction across digital touchpoints. Before Eternal, Aditya held senior PnL, product, and marketing roles across startups and tech-driven companies. Aditya holds a PGP in Management from the Indian School of Business, where he was a Torchbearer Awardee, a master's degree in Information Networking from Carnegie Mellon University, and an undergraduate engineering degree in IT from Netaji Subhas Institute of Technology.Reported Earnings • May 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.60 (up from ₹0.41 in FY 2024). Revenue: ₹202.4b (up 67% from FY 2024). Net income: ₹5.27b (up 50% from FY 2024). Profit margin: 2.6% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.5%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28Eternal Limited to Report Q4, 2025 Results on May 01, 2025Eternal Limited announced that they will report Q4, 2025 results on May 01, 2025お知らせ • Apr 08Zomato Announces Resignation of Rinshul Chandra as COORinshul Chandra has resigned from his position as chief operating officer (COO)- at Zomato. Chandra will be pursuing new opportunities and personal interests. He joined the company in 2018 as an AVP, product, before being promoted to vice president, product. He later served as head of business for Zomato Everyday and most recently held the role of COO at Zomato. Chandra has over a decade of experience, having previously worked with companies like Magicpin and Shell.Reported Earnings • Jan 21Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹0.07 (down from ₹0.16 in 3Q 2024). Revenue: ₹56.6b (up 72% from 3Q 2024). Net income: ₹590.0m (down 57% from 3Q 2024). Profit margin: 1.0% (down from 4.2% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 15Zomato Limited to Report Q3, 2025 Results on Jan 20, 2025Zomato Limited announced that they will report Q3, 2025 results on Jan 20, 2025お知らせ • Dec 17Zomato Limited Announces Resignation of Hemal Jain, Head- Business FinanceZomato Limited informed that Ms. Hemal Jain, Head- Business Finance, designated as Senior Management Personnel has tendered her resignation on December 16, 2024.Reported Earnings • Dec 04Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: ₹0.20 (up from ₹0.047 in 2Q 2024). Revenue: ₹48.0b (up 69% from 2Q 2024). Net income: ₹1.76b (up 389% from 2Q 2024). Profit margin: 3.7% (up from 1.3% in 2Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 30Zomato Limited has completed a Follow-on Equity Offering in the amount of INR 85 billion.Zomato Limited has completed a Follow-on Equity Offering in the amount of INR 85 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 336,473,755 Price\Range: INR 252.62 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listingお知らせ • Nov 26Zomato Limited has filed a Follow-on Equity Offering in the amount of INR 85 billion.Zomato Limited has filed a Follow-on Equity Offering in the amount of INR 85 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 319,657,027 Price(minimum): INR 265.91 Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingReported Earnings • Oct 23Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: ₹0.20 (up from ₹0.04 in 2Q 2024). Revenue: ₹48.0b (up 69% from 2Q 2024). Net income: ₹1.76b (up 389% from 2Q 2024). Profit margin: 3.7% (up from 1.3% in 2Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 17Zomato Limited to Report Q2, 2025 Results on Oct 22, 2024Zomato Limited announced that they will report Q2, 2025 results on Oct 22, 2024お知らせ • Oct 11Zomato Limited Announces Resignation of Gunjan Tilak Raj Soni as Independent Director, Member of the Risk Management Committee and Corporate Social Responsibility CommitteeZomato Limited informed that Ms. Gunjan Tilak Raj Soni has tendered her resignation as independent director of the Company, with effect from close of business hours on October 11, 2024 due to increased work commitments. Consequently, she shall also cease to be a member of the risk management committee and corporate social responsibility committee of the Company.お知らせ • Aug 28Zomato Limited (NSEI:ZOMATO) completed the acquisition of Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited from One97 Communications Limited (NSEI:PAYTM) for INR 7.6 billion.Zomato Limited (NSEI:ZOMATO) entered into an agreement to acquire Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited from One97 Communications Limited (NSEI:PAYTM) for INR 7.6 billion on August 21, 2024. One97 has entered into multiple definitive agreements simultaneously under which it will first transfer its events business to its subsidiary company, Wasteland Entertainment Private Limited and movies ticketing business to subsidiary company, Orbgen Technologies Private Limited and then ultimately selling 100% stake in the subsidiaries Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited to Zomato. The transaction value is subject to cash and net working capital adjustments at closing. For the period ending March 31, 2024, Wasteland Entertainment Private Limited/Orbgen Technologies Private Limited reported net income of INR 2.51 billion and total common equity of INR 177.5 million. The deal has been approved by the board of One97. The transaction is subject to the satisfactory completion of all closing condition and is expected to close within 90 days from the execution date of the agreement. Deloitte Touche Tohmatsu India, LLP acted as accountant for One97 Communications Limited. Morgan Stanley India Company Private Limited acted as fairness opinion provider for One97 Communications Limited. L&L Partners acted as legal advisor for One97 Communications Limited. Zomato Limited (NSEI:ZOMATO) completed the acquisition of Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited from One97 Communications Limited (NSEI:PAYTM) on August 27, 2024.お知らせ • Aug 20Alibaba Affiliate May Sell 1.54% Stake in ZomatoAntfin Singapore Holding Pte. Ltd., an affiliate of the Chinese conglomerate Alibaba Group, is likely to sell a 1.54% stake in online food delivery aggregator Zomato Limited (NSEI:ZOMATO) on August 20, 2024 through block deals, aiming to raise around INR 34,000 million. According to a term sheet issued by the bankers Goldman Sachs and Morgan Stanley, Antfin Singapore is offering to sell 136 million shares at a floor price of INR 251.68 per share - a 4% discount to August 19, 2024 closing price. As of June 30, 2024, Antfin held a 4.24% stake in Zomato. Shares of Zomato have rallied 66% so far this year, compared to an 11% gain in the Sensex. In March, Antfin sold a 2% stake in Zomato through the open market for about INR 28,280 million.Price Target Changed • Aug 02Price target increased by 13% to ₹248Up from ₹220, the current price target is an average from 26 analysts. New target price is 5.6% below last closing price of ₹262. Stock is up 175% over the past year. The company is forecast to post earnings per share of ₹1.45 for next year compared to ₹0.41 last year.Reported Earnings • Aug 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹0.29. Revenue: ₹42.1b (up 74% from 1Q 2024). Net income: ₹2.53b (up ₹2.51b from 1Q 2024). Profit margin: 6.0% (up from 0.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01Zomato Limited, Annual General Meeting, Aug 28, 2024Zomato Limited, Annual General Meeting, Aug 28, 2024, at 12:00 Indian Standard Time.お知らせ • Jul 25Zomato Limited to Report Q1, 2025 Results on Aug 01, 2024Zomato Limited announced that they will report Q1, 2025 results on Aug 01, 2024お知らせ • Jun 19Zomato Confirms Discussions with Paytm Regarding its Movies and Events BusinessZomato Limited (NSEI:ZOMATO) has confirmed discussions with Paytm (One97 Communications Limited (NSEI:PAYTM)) regarding the acquisition of Paytm's movies and events business. "We have noticed that there are certain news articles circulating in the mainstream media with the subject 'Zomato in talks to acquire Paytm's movies, ticketing business'. This voluntary disclosure is being made to clarify our stance on the matter given that any transaction that is considered potentially meaningful may create uncertainty in the market. We acknowledge that we are in discussions with Paytm for the aforementioned transaction, however, no binding decision has been taken at this stage that would warrant a Board approval and subsequent disclosure in accordance with applicable law," it said in a regulatory filing.お知らせ • Jun 18Zomato Reportedly in Talks to Acquire Paytm's Movies, Ticketing BusinessZomato Limited (NSEI:ZOMATO) is in advanced negotiations to acquire One97 Communications Limited (NSEI:PAYTM) (Paytm)’s movie ticketing and events division as the Deepinder Goyal-led firm looks to double down on its ‘going-out’ businesses, according to two people in the know. The deal may value Paytm’s vertical at INR 16,000 million-INR 17,500 million, they said. Adding receivables from cinema exhibitors, the valuation could go up to INR 20,000 million, they added. A formal announcement is expected later this month, perhaps as early as this week. Zomato and Paytm spokespersons declined to comment. “Paytm Movies and Paytm Insider are being merged to bring in synergies between the two teams,” said one of the persons cited. “The idea is to build this as a single unit… Zomato’s interest in this segment has been there for a while so it fits in very well.” Zomato has been looking to capture consumer demand across categories such as food, grocery and entertainment.Price Target Changed • May 15Price target increased by 12% to ₹207Up from ₹185, the current price target is an average from 25 analysts. New target price is 8.0% above last closing price of ₹192. Stock is up 203% over the past year. The company is forecast to post earnings per share of ₹1.40 for next year compared to ₹0.41 last year.Reported Earnings • May 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹0.41 (up from ₹1.20 loss in FY 2023). Revenue: ₹121.1b (up 71% from FY 2023). Net income: ₹3.51b (up ₹13.2b from FY 2023). Profit margin: 2.9% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.5%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India.お知らせ • May 09Zomato Limited to Report Q4, 2024 Results on May 13, 2024Zomato Limited announced that they will report Q4, 2024 results on May 13, 2024Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Non-Executive Director Sutapa Banerjee was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Apr 25Price target increased by 7.2% to ₹184Up from ₹172, the current price target is an average from 25 analysts. New target price is approximately in line with last closing price of ₹185. Stock is up 204% over the past year. The company is forecast to post earnings per share of ₹0.35 next year compared to a net loss per share of ₹1.20 last year.Breakeven Date Change • Apr 25Forecast breakeven date pushed back to 2025The 24 analysts covering Zomato previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹14.3b in 2025. Average annual earnings growth of 41% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2025The 23 analysts covering Zomato previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹14.2b in 2025. Average annual earnings growth of 41% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 27Forecast breakeven date moved forward to 2024The 24 analysts covering Zomato previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of ₹3.35b in 2024. Earnings growth of 49% is required to achieve expected profit on schedule.Price Target Changed • Feb 09Price target increased by 8.3% to ₹146Up from ₹135, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of ₹149. Stock is up 180% over the past year. The company is forecast to post earnings per share of ₹0.40 next year compared to a net loss per share of ₹1.20 last year.Reported Earnings • Feb 09Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹0.16 (up from ₹0.42 loss in 3Q 2023). Revenue: ₹35.1b (up 80% from 3Q 2023). Net income: ₹1.38b (up ₹4.85b from 3Q 2023). Profit margin: 3.9% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India.お知らせ • Feb 02Zomato Limited to Report Q3, 2024 Results on Feb 08, 2024Zomato Limited announced that they will report Q3, 2024 results on Feb 08, 2024お知らせ • Dec 24Zomato Reportedly Makes Takeover Offer for ShiprocketZomato Limited (NSEI:ZOMATO) has made an offer to acquire closely held Indian e-commerce shipping startup Shiprocket (BigFoot Retail Solutions Pvt. Ltd.), according to people with knowledge of the matter. Zomato’s offer values the platform at about $2 billion, said the people, who requested anonymity discussing confidential information. No final decision has been made and Zomato could opt against proceeding with a deal for the company, the people said.お知らせ • Dec 07Softbank May Offload $135-Million Worth Stake in Zomato Via Block DealSoftBank Group Corp. (TSE:9984) is likely to sell $135 million worth of stake in the food delivery company through a block deal, according to news reports. The transaction will be done at INR 120.5 apiece, which is at a marginal discount to current levels. Softbank has been gradually paring stake in Zomato Limited (NSEI:ZOMATO) post the lock-in for Blinkit deal ended in August. As of June end, the Japanese investor, through its affiliate, held 3.35%, which came down to 2.17% in September. In August this year, it had sold about 1.17% in Zomato, which was valued at INR 9,470 million. Earlier in October, the Japanese tech giant had offloaded a 1.09% stake in the company. Marquee funds including Citigroup, Axis MF, Bandhan MF, ADIA, Fidelity, Goldman Sachs, Morgan Stanley, and Motilal Oswal, among others bought stakes through the deal. Zomato issued fresh equity shares to all the selling shareholders of Blinkit as consideration for the M&A last year. Following the transaction, Zomato had negotiated a 12-month lock-in for these shares, compared to the statutory lock-in requirement of six months. A majority of these shares are owned by just three venture capital investors, namely, Softbank, Sequoia, and Tiger Global.お知らせ • Nov 30Alipay Reportedly to Sell its Stake in Zomato for Nearly $400 MillionAlipay Singapore Holding Pte. Ltd. plans to sell its 3.4% stake in Indian food delivery giant Zomato Limited (NSEI:ZOMATO) for nearly $400 million through block deals on Indian stock exchanges, according to three sources and a Reuters review of the deal's term sheet. Alipay, owned by Ant Group Co. Ltd., will offload its entire 3.44% stake in the deal, the term sheet seen by Reuters showed. Bank of America and Morgan Stanley are advisers on the deal, which is likely to be executed later this week on Indian exchanges, said the three sources, who declined to be named as the plan is private. Zomato, Bank of America and Morgan Stanley did not immediately respond to a request for comment. Alipay also did not respond outside regular business hours.Price Target Changed • Nov 06Price target increased by 11% to ₹123Up from ₹110, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of ₹123. Stock is up 89% over the past year. The company is forecast to post earnings per share of ₹0.31 next year compared to a net loss per share of ₹1.20 last year.Reported Earnings • Nov 04Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: ₹0.04 (up from ₹0.31 loss in 2Q 2023). Revenue: ₹28.5b (up 71% from 2Q 2023). Net income: ₹360.0m (up ₹2.87b from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 8.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India.お知らせ • Oct 27Zomato Limited to Report Q2, 2024 Results on Nov 03, 2023Zomato Limited announced that they will report Q2, 2024 results on Nov 03, 2023お知らせ • Oct 20SoftBank Reportedly to Offload 1.1% Stake in Zomato worth INR 10.24 Billion via Bulk DealJapanese tech giant SoftBank Group Corp. (TSE:9984), through its affiliate SVF Growth (Singapore) Pte. Ltd., is likely to sell a 1.1% stake in food delivery company Zomato through block deals on October 20, 2023. According to reports, the offer price is set around INR 109.4-INR 111.6 per share and the transaction is valued at INR 10.24 billion. SoftBank holds a 2.17% stake in the company, at the end of September quarter.Breakeven Date Change • Sep 19No longer forecast to breakevenThe 25 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹1.42b in 2024. New consensus forecast suggests the company will make a loss of ₹19.1b in 2026.お知らせ • Aug 30SoftBank Reportedly to Sell 1.17% Stake in Zomato Via Block DealJapanese tech giant SoftBank Group Corp. (TSE:9984) is likely to sell about 100 million shares or 1.17% equity in food delivery platform Zomato Limited (NSEI:ZOMATO) via block deal on August 30, 2023, according to dealers. The deal price is said to be INR 94 per share, which will take the transaction value to about INR 9.40 billion. SoftBank, through its fund SVF Growth Pte Ltd, holds about 3.35% in the company, at the end of June quarter. The stake sale comes as the lock-in ended for the post- Blink Commerce Private Limited deal. Kotak Securities Limited will act as the broker to the deal. Zomato issued fresh equity shares to all the selling shareholders of Blinkit as consideration for the M&A last year. Following the transaction, Zomato had negotiated a 12-month lock-in for these shares, compared to the statutory lock-in requirement of six months. A majority of these shares are owned by just three venture capital investors, namely, Softbank, Sequoia and Tiger Global. On August 28, 2023, Tiger Global, through its affiliate Internet Fund III Pte, has exited Zomato by selling its entire stake. Marquee funds including Axis Mutual Fund, Goldman Sachs, Citigroup, Morgan Stanley Asia, Societe Generale picked up stake in the transaction.お知らせ • Aug 04Zomato Limited, Annual General Meeting, Aug 30, 2023Zomato Limited, Annual General Meeting, Aug 30, 2023, at 16:30 Indian Standard Time. Agenda: To consider and adopt the audited standalone and consolidated financial statements of the Company for the financial year ended March 31, 2023 together with the reports of the board of directors and auditors' thereon; to re-appoint Mr. Sanjeev Bikhchandani (DIN: 00065640), Non-Executive and Nominee Director, who retires by rotation at the upcoming AGM and being eligible has offered himself for re-appointment; and to re-classify existing unissued authorised preference share capital of the Company and allocate the same to the authorised equity share capital of the Company.Breakeven Date Change • Aug 04Forecast to breakeven in 2026The 25 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹8.63b in 2026. Average annual earnings growth of 109% is required to achieve expected profit on schedule.Reported Earnings • Aug 04First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ₹26.0b (up 84% from 1Q 2023). Net income: ₹20.0m (up ₹1.88b from 1Q 2023). Profit margin: 0.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India.お知らせ • Jul 26Zomato Limited to Report Q1, 2024 Results on Aug 03, 2023Zomato Limited announced that they will report Q1, 2024 results on Aug 03, 2023Breakeven Date Change • Jul 11Forecast to breakeven in 2025The 25 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹243.8m in 2025. Average annual earnings growth of 100% is required to achieve expected profit on schedule.お知らせ • Jun 17SoftBank Looking To Book Profits by Selling Shares in Zomato, PaytmSoftBank Group Corp. (TSE:9984) is looking to book profits by selling small stakes in Paytm’s parent One97 Communications and Zomato Limited (NSEI:ZOMATO) as the new-age stocks rally, finally turning into profitable bets for the Japanese investment conglomerate. SoftBank may sell shares in the two companies in smaller tranches in the open market, rather than through block deals, sources told Moneycontrol. The investment bank paid around INR 65- INR 70 apiece for Zomato and INR 830- INR 840 for Paytm. On June 15, Paytm closed at INR 900 and Zomato at INR 74.95. Paytm has surged nearly 70% this year, while Zomato has gained 24%, due to a significant improvement in their financials. Moneycontrol’s queries to SoftBank did not elicit a response.Breakeven Date Change • May 23Forecast breakeven date moved forward to 2025The 25 analysts covering Zomato previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 49% to 2024. The company is expected to make a profit of ₹312.6m in 2025. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Reported Earnings • May 20Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: ₹1.20 loss per share (improved from ₹1.67 loss in FY 2022). Revenue: ₹77.6b (up 85% from FY 2022). Net loss: ₹9.71b (loss narrowed 20% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in India.お知らせ • May 20Zomato Limited Appoint ExecutivesZomato has made three key appointments elevating Rakesh Ranjan, and Rinshul Chandra as chief executive officer and chief operating officer of food ordering and delivery vertical, respectively. While Ranjan was business head of new businesses at Zomato, Chandra was vice president of product at the company. Arora, meanwhile, has been with Blinkit, formerly known as Grofers, for almost nine years and held the position of senior vice president of operations before being elevated to cofounder of Blinkit in July last year. These appointments come in the backdrop of a series of senior level exits at the company, including cofounders like Mohit Gupta and Gunjan Patidar, who was also its chief technology officer. Senior executives like head of new initiatives Rahul Ganjoo and Siddharth Jhawar, who was the head of Zomato's intercity delivery, also quit late last year.お知らせ • May 11Zomato Limited to Report Q4, 2023 Results on May 19, 2023Zomato Limited announced that they will report Q4, 2023 results on May 19, 2023Breakeven Date Change • Mar 31Forecast to breakeven in 2026The 24 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹5.89b in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 12No longer forecast to breakevenThe 22 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹1.58b in 2025. New consensus forecast suggests the company will make a loss of ₹444.3m in 2025.Reported Earnings • Feb 10Third quarter 2023 earnings releasedThird quarter 2023 results: Net income: (up ₹632.0m from 3Q 2022).お知らせ • Feb 10Zomato Limited Announces Resignation of Douglas Feagin as Non-Executive-Non-Independent Director of the Company (Nominee Director)Zomato Limited informed that Mr. Douglas Feagin (DIN: 07868696), Non-Executive-Non-Independent Director of the Company (Nominee Director), has resigned vide letter dated February 9, 2023 with immediate effect.Breakeven Date Change • Feb 10The 23 analysts covering Zomato previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 21% per year to 2024. The company is expected to make a profit of ₹1.43b in 2025.お知らせ • Feb 02Zomato Limited to Report Q3, 2023 Results on Feb 09, 2023Zomato Limited announced that they will report Q3, 2023 results on Feb 09, 2023Breakeven Date Change • Jan 25Forecast to breakeven in 2025The 23 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹1.60b in 2025. Average annual earnings growth of 78% is required to achieve expected profit on schedule.Breakeven Date Change • Jan 05Forecast to breakeven in 2025The 22 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹1.61b in 2025. Average annual earnings growth of 77% is required to achieve expected profit on schedule.お知らせ • Jan 03Zomato Limited Announces Resignation of Gunjan Patidar as Co-Founder and Chief Technology OfficerZomato Limited announced that Mr. Gunjan Patidar, Co-founder and Chief Technology Officer at the Company has tendered his resignation on January 2, 2023. Mr. Gunjan Patidar was one of the first few employees of Zomato and built the core tech systems for the Company. Over the last ten plus years, he also nurtured a stellar tech leadership team that is capable of taking on the mantle of leading the tech function going forward. His contribution to building Zomato has been invaluable.お知らせ • Nov 20Zomato Limited Announces Resignation of Mohit Gupta as Co-FounderZomato Limited announced resignation of Mr. Mohit Gupta as Co-founder of the company. The company further like to submit that Mr. Mohit Gupta was not designated as key managerial personnel under the Companies Act, 2013 and the Listing Regulations.お知らせ • Nov 16Zomato Limited Announces Resignation of Mr. Rahul Ganjoo as Head of New InitiativesZomato Limited informed that Mr. Rahul Ganjoo, Head of New Initiatives at the Company has tendered his resignation on November 14, 2022. Mr. Rahul Ganjoo was not designated as key managerial personnel under the Companies Act, 2013 and the Listing Regulations.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sutapa Banerjee was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 11Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: ₹0.31 loss per share (improved from ₹0.59 loss in 2Q 2022). Revenue: ₹18.3b (up 79% from 2Q 2022). Net loss: ₹2.51b (loss narrowed 42% from 2Q 2022). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Online Retail industry in Asia.お知らせ • Nov 03Zomato Limited to Report Q2, 2023 Results on Nov 10, 2022Zomato Limited announced that they will report Q2, 2023 results on Nov 10, 2022お知らせ • Sep 02Zomato Limited Announces Resignation of Mr. Nitin Savara as Deputy CFOZomato Limited announced that Mr. Nitin Savara, Deputy CFO of the Company has tendered his resignation i.e. August 31, 2022.お知らせ • Aug 07Zomato Limited, Annual General Meeting, Aug 30, 2022Zomato Limited, Annual General Meeting, Aug 30, 2022, at 16:00 Indian Standard Time. Agenda: To consider and adopt the audited standalone and consolidated financial statements of the Company for the financial year ended March 31, 2022 together with the reports of the board of directors and auditors' thereon and in this regard to consider and if thought fit, to pass the resolution as an Ordinary Resolution; and to consider re-appointment of Mr. Sanjeev Bikhchandani Non-Executive and Nominee Director, who retires by rotation and being eligible, offers himself for re-appointment and in this regard to consider and if thought fit, to pass the resolution as an Ordinary Resolution;.Breakeven Date Change • Aug 02Forecast to breakeven in 2025The 17 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 27% per year to 2024. The company is expected to make a profit of ₹167.3m in 2025. Average annual earnings growth of 82% is required to achieve expected profit on schedule.お知らせ • Jul 23Zomato Limited to Report Q1, 2023 Results on Aug 01, 2022Zomato Limited announced that they will report Q1, 2023 results on Aug 01, 2022お知らせ • Jun 25Zomato Limited (NSEI:ZOMATO) agreed to acquire unknown additional stake in Grofers India Private Limited.Zomato Limited (NSEI:ZOMATO) agreed to acquire unknown additional stake in Grofers India Private Limited for $568.16 million on June 24, 2022.Breakeven Date Change • Jun 10No longer forecast to breakevenThe 16 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹314.2m in 2025. New consensus forecast suggests the company will make a loss of ₹2.59b in 2025.お知らせ • Jun 07Zomato Reportedly to Sign Blinkit Deal on June 17Zomato Limited (NSEI:ZOMATO) is likely to call an extraordinary general meeting on June 17 to clear the acquisition of quick commerce startup Blinkit, formerly Grofers, almost two years after the two entities first discussed a potential acquisition, two people aware of the discussions told ET. According to sources, the deal is tied to a certain number of Zomato shares that Blinkit’s investors will receive as a part of the share-swap deal. Blinkit’s investors are also expected to have a lock-in period of six months, one of the sources said.Breakeven Date Change • May 25No longer forecast to breakevenThe 17 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹972.0m in 2025. New consensus forecast suggests the company will make a loss of ₹705.3m in 2025.お知らせ • May 16Zomato Limited to Report Q4, 2022 Results on May 23, 2022Zomato Limited announced that they will report Q4, 2022 results on May 23, 2022Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sutapa Banerjee was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Breakeven Date Change • Apr 01Forecast to breakeven in 2025The 19 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹972.0m in 2025. Average annual earnings growth of 56% is required to achieve expected profit on schedule.Reported Earnings • Feb 13Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: ₹0.08 loss per share (up from ₹0.24 loss in 3Q 2021). Revenue: ₹11.1b (up 61% from 3Q 2021). Net loss: ₹632.0m (loss narrowed 52% from 3Q 2021). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 85%. Over the next year, revenue is forecast to grow 49%, compared to a 35% growth forecast for the industry in India.お知らせ • Feb 03Zomato Limited to Report Q3, 2022 Results on Feb 10, 2022Zomato Limited announced that they will report Q3, 2022 results on Feb 10, 2022お知らせ • Dec 24Swiggy Reportedly in the Final Stages of Talks to Invest in RapidoBundl Technologies Private Limited (Swiggy) is in the final stages of talks to invest in Roppen Transportation Services Private Limited (Rapido), two people in the know of the matter told ET. If the investment goes through, it will help Swiggy enhance its last-mile delivery capabilities and bolster its quick commerce ambitions. The funding will also be Swiggy's first bet in the mobility sector. The capital infusion is part of Rapido's larger financing round of $150-200 million at a valuation of $500-600 million, for which it was in talks with Zomato Limited (NSEI:ZOMATO), but that fell through recently, the people said. Swiggy is expected to draw synergies from Rapido, which is essentially a shared mobility platform, but at the moment the investment is purely financial with no exclusivity offered to food-ordering company, multiple sources told ET on condition of anonymity as the talks are private. “The termsheets are in and Swiggy is expected to co-lead the funding round. There will be another new investor joining Swiggy along with existing backers who will also participate in the fundraise” said one person. A spokesperson for Swiggy did not comment. When contacted, Aravind Sanka, Cofounder of Rapido, said he would not be able to comment.お知らせ • Dec 19Zomato Limited (NSEI:ZOMATO) completed the acquisition of a 7.89% stake in BigFoot Retail Solutions Pvt. Ltd.Zomato Limited (NSEI:ZOMATO) agreed to acquire a 7.89% stake in BigFoot Retail Solutions Pvt. Ltd for INR 5.6 billion on November 10, 2021. The consideration will be paid in cash. Zomato Limited board have approved the transaction. The transaction is expected to be completed within 30 business days. As of March 31, 2021 BigFoot Retail Solutions Pvt. Ltd reported revenue of INR 3580.12 million. Zomato Limited (NSEI:ZOMATO) completed the acquisition of a 7.89% stake in BigFoot Retail Solutions Pvt. Ltd on December 17, 2021.株主還元543320IN HospitalityIN 市場7D0.4%-1.1%-0.2%1Y1.9%-13.6%0.02%株主還元を見る業界別リターン: 543320過去 1 年間で-13.6 % の収益を上げたIndian Hospitality業界を上回りました。リターン対市場: 543320過去 1 年間で0 % の収益を上げたIndian市場を上回りました。価格変動Is 543320's price volatile compared to industry and market?543320 volatility543320 Average Weekly Movement5.5%Hospitality Industry Average Movement6.4%Market Average Movement7.2%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: 543320 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 543320の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200816,375Albinder Dhindsawww.eternal.comエターナル・リミテッドは主にインド国内外でオンライン食品宅配会社として事業を展開している。India Food Ordering and Delivery、Hyperpure supplies（B2B事業）、Quick Commerce、Going Out、All Otherの各セグメントを通じて事業を展開している。同社は「ゾマト（Zomato）」のブランド名でB2Cのテクノロジー・プラットフォームを運営しており、レストランの検索・発見、フードデリバリーの注文、顧客によるレビューの閲覧・書き込み、写真の閲覧・アップロード、レストランでの食事中の予約・支払いなどを支援するほか、フード・カーニバル、音楽コンサート、コメディ・ショーなど、主にイベントの発見・チケット販売サービスも提供している。同社のテクノロジー・プラットフォームは、顧客、レストラン・パートナー、デリバリー・パートナーを結びつける。また、レストラン・パートナーに食材やキッチン用品を供給する調達ソリューション「ハイパーピュア」や、日用品を数分で顧客に届けるクイック・コマース・マーケットプレイス「ブリンキット」も運営している。さらに、イベント主催、決済アグリゲーターおよびゲートウェイ・サービスの提供、トレーディング、資金調達、投資活動も行っている。前身はZomato Limitedで、2025年3月にEternal Limitedに社名変更。2010年に法人化され、インドのグルグラムに本社を置く。もっと見るEternal Limited 基礎のまとめEternal の収益と売上を時価総額と比較するとどうか。543320 基礎統計学時価総額₹2.22t収益（TTM）₹3.66b売上高(TTM)₹543.64b607.5xPER（株価収益率4.1xP/Sレシオ543320 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計543320 損益計算書（TTM）収益₹543.64b売上原価₹337.03b売上総利益₹206.61bその他の費用₹202.95b収益₹3.66b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.40グロス・マージン38.00%純利益率0.67%有利子負債／自己資本比率0%543320 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 21:36終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Eternal Limited 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49 アナリスト機関Deep Shah360 ONE Capital Market Private LimitedAshwin MehtaAmbit CapitalNitin BhasinAmbit Capital46 その他のアナリストを表示
Reported Earnings • Apr 29Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.40 (down from ₹0.60 in FY 2025). Revenue: ₹543.6b (up 169% from FY 2025). Net income: ₹3.66b (down 31% from FY 2025). Profit margin: 0.7% (down from 2.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.8%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 22Eternal Limited to Report Q4, 2026 Results on Apr 28, 2026Eternal Limited announced that they will report Q4, 2026 results on Apr 28, 2026
Reported Earnings • Jan 22Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹0.11 (up from ₹0.07 in 3Q 2025). Revenue: ₹163.2b (up 202% from 3Q 2025). Net income: ₹1.02b (up 73% from 3Q 2025). Profit margin: 0.6% (down from 1.1% in 3Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 21+ 1 more updateEternal Limited Announces CEO Changes, Effective February 1, 2026The board of directors of Eternal Limited January 21, 2026, accepted the resignation of Deepinder Goyal (DIN:02613583) as the Director, Managing Director & Chief Executive Officer of the Company, effective close of business hours on February 1, 2026; and approved appointment of Albinder Singh Dhindsa (currently, CEO-Blinkit) as Chief Executive Officer and Key Managerial Personnel of the Company with effect from February 01, 2026.
お知らせ • Jan 15Eternal Limited to Report Q3, 2026 Results on Jan 21, 2026Eternal Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 21, 2026
Price Target Changed • Oct 17Price target increased by 8.0% to ₹369Up from ₹341, the current price target is an average from 31 analysts. New target price is 7.6% above last closing price of ₹343. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹0.66 for next year compared to ₹0.60 last year.
Reported Earnings • Apr 29Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.40 (down from ₹0.60 in FY 2025). Revenue: ₹543.6b (up 169% from FY 2025). Net income: ₹3.66b (down 31% from FY 2025). Profit margin: 0.7% (down from 2.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.8%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 22Eternal Limited to Report Q4, 2026 Results on Apr 28, 2026Eternal Limited announced that they will report Q4, 2026 results on Apr 28, 2026
Reported Earnings • Jan 22Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹0.11 (up from ₹0.07 in 3Q 2025). Revenue: ₹163.2b (up 202% from 3Q 2025). Net income: ₹1.02b (up 73% from 3Q 2025). Profit margin: 0.6% (down from 1.1% in 3Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 21+ 1 more updateEternal Limited Announces CEO Changes, Effective February 1, 2026The board of directors of Eternal Limited January 21, 2026, accepted the resignation of Deepinder Goyal (DIN:02613583) as the Director, Managing Director & Chief Executive Officer of the Company, effective close of business hours on February 1, 2026; and approved appointment of Albinder Singh Dhindsa (currently, CEO-Blinkit) as Chief Executive Officer and Key Managerial Personnel of the Company with effect from February 01, 2026.
お知らせ • Jan 15Eternal Limited to Report Q3, 2026 Results on Jan 21, 2026Eternal Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 21, 2026
Price Target Changed • Oct 17Price target increased by 8.0% to ₹369Up from ₹341, the current price target is an average from 31 analysts. New target price is 7.6% above last closing price of ₹343. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹0.66 for next year compared to ₹0.60 last year.
Reported Earnings • Oct 17Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹0.07 (down from ₹0.20 in 2Q 2025). Revenue: ₹139.4b (up 191% from 2Q 2025). Net income: ₹650.0m (down 63% from 2Q 2025). Profit margin: 0.5% (down from 3.7% in 2Q 2025). Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 77% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 13Eternal Limited to Report Q2, 2026 Results on Oct 16, 2025Eternal Limited announced that they will report Q2, 2026 results on Oct 16, 2025
お知らせ • Aug 07Antfin to Exit Eternal in $612 Million Block DealAntfin Singapore Holding Pte Ltd, a unit of China's Alibaba Group, will sell its entire 1.95% stake in food and grocery delivery firm Eternal Limited (NSEI:ETERNAL) in a block deal worth $612 million, days after it said its final goodbye to financial services firm Paytm. The term sheet reviewed by Mint showed that the clean-up trade was made at a 4.63% discount to Eternal's closing share price on 6 August. Antfin holds 188.4 million shares in Eternal. Antfin has hired Morgan Stanley and Bank of America for the sale. The order book opens on August 6, 2025 and is expected to close on August 7, 2025.
Reported Earnings • Jul 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹0.03 (down from ₹0.29 in 1Q 2025). Revenue: ₹75.2b (up 79% from 1Q 2025). Net income: ₹250.0m (down 90% from 1Q 2025). Profit margin: 0.3% (down from 6.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 93% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 22Price target increased by 8.1% to ₹305Up from ₹282, the current price target is an average from 30 analysts. New target price is approximately in line with last closing price of ₹300. Stock is up 38% over the past year. The company is forecast to post earnings per share of ₹0.93 for next year compared to ₹0.60 last year.
お知らせ • Jul 21Eternal Limited, Annual General Meeting, Aug 19, 2025Eternal Limited, Annual General Meeting, Aug 19, 2025, at 12:00 Indian Standard Time.
お知らせ • Jul 16Eternal Limited to Report Q1, 2026 Results on Jul 21, 2025Eternal Limited announced that they will report Q1, 2026 results on Jul 21, 2025
お知らせ • Jul 08Eternal Limited Announces Executive Changes, Effective July 6, 2025Eternal Limited announced that Rakesh Ranjan has successfully completed his 2-year stint as the CEO of the Food Ordering and Delivery business and will cease to be designated as a Senior Management Personnel (SMP) effective July 6, 2025. Aditya Mangla has been appointed as the new CEO of the Food Ordering and Delivery business and SMP, with the board of directors' approval on July 6, 2025, for a period of 2 years. Aditya Mangla is currently the Head of Product for food ordering and delivery at Eternal. Since joining Eternal in March 2021, he has taken up multiple leadership roles within the food delivery business, including Head of Supply and Head of Customer Experience, focusing on optimizing restaurant partner ecosystems and enhancing customer satisfaction across digital touchpoints. Before Eternal, Aditya held senior PnL, product, and marketing roles across startups and tech-driven companies. Aditya holds a PGP in Management from the Indian School of Business, where he was a Torchbearer Awardee, a master's degree in Information Networking from Carnegie Mellon University, and an undergraduate engineering degree in IT from Netaji Subhas Institute of Technology.
Reported Earnings • May 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.60 (up from ₹0.41 in FY 2024). Revenue: ₹202.4b (up 67% from FY 2024). Net income: ₹5.27b (up 50% from FY 2024). Profit margin: 2.6% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.5%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28Eternal Limited to Report Q4, 2025 Results on May 01, 2025Eternal Limited announced that they will report Q4, 2025 results on May 01, 2025
お知らせ • Apr 08Zomato Announces Resignation of Rinshul Chandra as COORinshul Chandra has resigned from his position as chief operating officer (COO)- at Zomato. Chandra will be pursuing new opportunities and personal interests. He joined the company in 2018 as an AVP, product, before being promoted to vice president, product. He later served as head of business for Zomato Everyday and most recently held the role of COO at Zomato. Chandra has over a decade of experience, having previously worked with companies like Magicpin and Shell.
Reported Earnings • Jan 21Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹0.07 (down from ₹0.16 in 3Q 2024). Revenue: ₹56.6b (up 72% from 3Q 2024). Net income: ₹590.0m (down 57% from 3Q 2024). Profit margin: 1.0% (down from 4.2% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 15Zomato Limited to Report Q3, 2025 Results on Jan 20, 2025Zomato Limited announced that they will report Q3, 2025 results on Jan 20, 2025
お知らせ • Dec 17Zomato Limited Announces Resignation of Hemal Jain, Head- Business FinanceZomato Limited informed that Ms. Hemal Jain, Head- Business Finance, designated as Senior Management Personnel has tendered her resignation on December 16, 2024.
Reported Earnings • Dec 04Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: ₹0.20 (up from ₹0.047 in 2Q 2024). Revenue: ₹48.0b (up 69% from 2Q 2024). Net income: ₹1.76b (up 389% from 2Q 2024). Profit margin: 3.7% (up from 1.3% in 2Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 30Zomato Limited has completed a Follow-on Equity Offering in the amount of INR 85 billion.Zomato Limited has completed a Follow-on Equity Offering in the amount of INR 85 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 336,473,755 Price\Range: INR 252.62 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
お知らせ • Nov 26Zomato Limited has filed a Follow-on Equity Offering in the amount of INR 85 billion.Zomato Limited has filed a Follow-on Equity Offering in the amount of INR 85 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 319,657,027 Price(minimum): INR 265.91 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Reported Earnings • Oct 23Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: ₹0.20 (up from ₹0.04 in 2Q 2024). Revenue: ₹48.0b (up 69% from 2Q 2024). Net income: ₹1.76b (up 389% from 2Q 2024). Profit margin: 3.7% (up from 1.3% in 2Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 17Zomato Limited to Report Q2, 2025 Results on Oct 22, 2024Zomato Limited announced that they will report Q2, 2025 results on Oct 22, 2024
お知らせ • Oct 11Zomato Limited Announces Resignation of Gunjan Tilak Raj Soni as Independent Director, Member of the Risk Management Committee and Corporate Social Responsibility CommitteeZomato Limited informed that Ms. Gunjan Tilak Raj Soni has tendered her resignation as independent director of the Company, with effect from close of business hours on October 11, 2024 due to increased work commitments. Consequently, she shall also cease to be a member of the risk management committee and corporate social responsibility committee of the Company.
お知らせ • Aug 28Zomato Limited (NSEI:ZOMATO) completed the acquisition of Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited from One97 Communications Limited (NSEI:PAYTM) for INR 7.6 billion.Zomato Limited (NSEI:ZOMATO) entered into an agreement to acquire Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited from One97 Communications Limited (NSEI:PAYTM) for INR 7.6 billion on August 21, 2024. One97 has entered into multiple definitive agreements simultaneously under which it will first transfer its events business to its subsidiary company, Wasteland Entertainment Private Limited and movies ticketing business to subsidiary company, Orbgen Technologies Private Limited and then ultimately selling 100% stake in the subsidiaries Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited to Zomato. The transaction value is subject to cash and net working capital adjustments at closing. For the period ending March 31, 2024, Wasteland Entertainment Private Limited/Orbgen Technologies Private Limited reported net income of INR 2.51 billion and total common equity of INR 177.5 million. The deal has been approved by the board of One97. The transaction is subject to the satisfactory completion of all closing condition and is expected to close within 90 days from the execution date of the agreement. Deloitte Touche Tohmatsu India, LLP acted as accountant for One97 Communications Limited. Morgan Stanley India Company Private Limited acted as fairness opinion provider for One97 Communications Limited. L&L Partners acted as legal advisor for One97 Communications Limited. Zomato Limited (NSEI:ZOMATO) completed the acquisition of Wasteland Entertainment Private Limited and Orbgen Technologies Private Limited from One97 Communications Limited (NSEI:PAYTM) on August 27, 2024.
お知らせ • Aug 20Alibaba Affiliate May Sell 1.54% Stake in ZomatoAntfin Singapore Holding Pte. Ltd., an affiliate of the Chinese conglomerate Alibaba Group, is likely to sell a 1.54% stake in online food delivery aggregator Zomato Limited (NSEI:ZOMATO) on August 20, 2024 through block deals, aiming to raise around INR 34,000 million. According to a term sheet issued by the bankers Goldman Sachs and Morgan Stanley, Antfin Singapore is offering to sell 136 million shares at a floor price of INR 251.68 per share - a 4% discount to August 19, 2024 closing price. As of June 30, 2024, Antfin held a 4.24% stake in Zomato. Shares of Zomato have rallied 66% so far this year, compared to an 11% gain in the Sensex. In March, Antfin sold a 2% stake in Zomato through the open market for about INR 28,280 million.
Price Target Changed • Aug 02Price target increased by 13% to ₹248Up from ₹220, the current price target is an average from 26 analysts. New target price is 5.6% below last closing price of ₹262. Stock is up 175% over the past year. The company is forecast to post earnings per share of ₹1.45 for next year compared to ₹0.41 last year.
Reported Earnings • Aug 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹0.29. Revenue: ₹42.1b (up 74% from 1Q 2024). Net income: ₹2.53b (up ₹2.51b from 1Q 2024). Profit margin: 6.0% (up from 0.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01Zomato Limited, Annual General Meeting, Aug 28, 2024Zomato Limited, Annual General Meeting, Aug 28, 2024, at 12:00 Indian Standard Time.
お知らせ • Jul 25Zomato Limited to Report Q1, 2025 Results on Aug 01, 2024Zomato Limited announced that they will report Q1, 2025 results on Aug 01, 2024
お知らせ • Jun 19Zomato Confirms Discussions with Paytm Regarding its Movies and Events BusinessZomato Limited (NSEI:ZOMATO) has confirmed discussions with Paytm (One97 Communications Limited (NSEI:PAYTM)) regarding the acquisition of Paytm's movies and events business. "We have noticed that there are certain news articles circulating in the mainstream media with the subject 'Zomato in talks to acquire Paytm's movies, ticketing business'. This voluntary disclosure is being made to clarify our stance on the matter given that any transaction that is considered potentially meaningful may create uncertainty in the market. We acknowledge that we are in discussions with Paytm for the aforementioned transaction, however, no binding decision has been taken at this stage that would warrant a Board approval and subsequent disclosure in accordance with applicable law," it said in a regulatory filing.
お知らせ • Jun 18Zomato Reportedly in Talks to Acquire Paytm's Movies, Ticketing BusinessZomato Limited (NSEI:ZOMATO) is in advanced negotiations to acquire One97 Communications Limited (NSEI:PAYTM) (Paytm)’s movie ticketing and events division as the Deepinder Goyal-led firm looks to double down on its ‘going-out’ businesses, according to two people in the know. The deal may value Paytm’s vertical at INR 16,000 million-INR 17,500 million, they said. Adding receivables from cinema exhibitors, the valuation could go up to INR 20,000 million, they added. A formal announcement is expected later this month, perhaps as early as this week. Zomato and Paytm spokespersons declined to comment. “Paytm Movies and Paytm Insider are being merged to bring in synergies between the two teams,” said one of the persons cited. “The idea is to build this as a single unit… Zomato’s interest in this segment has been there for a while so it fits in very well.” Zomato has been looking to capture consumer demand across categories such as food, grocery and entertainment.
Price Target Changed • May 15Price target increased by 12% to ₹207Up from ₹185, the current price target is an average from 25 analysts. New target price is 8.0% above last closing price of ₹192. Stock is up 203% over the past year. The company is forecast to post earnings per share of ₹1.40 for next year compared to ₹0.41 last year.
Reported Earnings • May 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹0.41 (up from ₹1.20 loss in FY 2023). Revenue: ₹121.1b (up 71% from FY 2023). Net income: ₹3.51b (up ₹13.2b from FY 2023). Profit margin: 2.9% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.5%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India.
お知らせ • May 09Zomato Limited to Report Q4, 2024 Results on May 13, 2024Zomato Limited announced that they will report Q4, 2024 results on May 13, 2024
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Non-Executive Director Sutapa Banerjee was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Apr 25Price target increased by 7.2% to ₹184Up from ₹172, the current price target is an average from 25 analysts. New target price is approximately in line with last closing price of ₹185. Stock is up 204% over the past year. The company is forecast to post earnings per share of ₹0.35 next year compared to a net loss per share of ₹1.20 last year.
Breakeven Date Change • Apr 25Forecast breakeven date pushed back to 2025The 24 analysts covering Zomato previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹14.3b in 2025. Average annual earnings growth of 41% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2025The 23 analysts covering Zomato previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹14.2b in 2025. Average annual earnings growth of 41% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 27Forecast breakeven date moved forward to 2024The 24 analysts covering Zomato previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of ₹3.35b in 2024. Earnings growth of 49% is required to achieve expected profit on schedule.
Price Target Changed • Feb 09Price target increased by 8.3% to ₹146Up from ₹135, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of ₹149. Stock is up 180% over the past year. The company is forecast to post earnings per share of ₹0.40 next year compared to a net loss per share of ₹1.20 last year.
Reported Earnings • Feb 09Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹0.16 (up from ₹0.42 loss in 3Q 2023). Revenue: ₹35.1b (up 80% from 3Q 2023). Net income: ₹1.38b (up ₹4.85b from 3Q 2023). Profit margin: 3.9% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India.
お知らせ • Feb 02Zomato Limited to Report Q3, 2024 Results on Feb 08, 2024Zomato Limited announced that they will report Q3, 2024 results on Feb 08, 2024
お知らせ • Dec 24Zomato Reportedly Makes Takeover Offer for ShiprocketZomato Limited (NSEI:ZOMATO) has made an offer to acquire closely held Indian e-commerce shipping startup Shiprocket (BigFoot Retail Solutions Pvt. Ltd.), according to people with knowledge of the matter. Zomato’s offer values the platform at about $2 billion, said the people, who requested anonymity discussing confidential information. No final decision has been made and Zomato could opt against proceeding with a deal for the company, the people said.
お知らせ • Dec 07Softbank May Offload $135-Million Worth Stake in Zomato Via Block DealSoftBank Group Corp. (TSE:9984) is likely to sell $135 million worth of stake in the food delivery company through a block deal, according to news reports. The transaction will be done at INR 120.5 apiece, which is at a marginal discount to current levels. Softbank has been gradually paring stake in Zomato Limited (NSEI:ZOMATO) post the lock-in for Blinkit deal ended in August. As of June end, the Japanese investor, through its affiliate, held 3.35%, which came down to 2.17% in September. In August this year, it had sold about 1.17% in Zomato, which was valued at INR 9,470 million. Earlier in October, the Japanese tech giant had offloaded a 1.09% stake in the company. Marquee funds including Citigroup, Axis MF, Bandhan MF, ADIA, Fidelity, Goldman Sachs, Morgan Stanley, and Motilal Oswal, among others bought stakes through the deal. Zomato issued fresh equity shares to all the selling shareholders of Blinkit as consideration for the M&A last year. Following the transaction, Zomato had negotiated a 12-month lock-in for these shares, compared to the statutory lock-in requirement of six months. A majority of these shares are owned by just three venture capital investors, namely, Softbank, Sequoia, and Tiger Global.
お知らせ • Nov 30Alipay Reportedly to Sell its Stake in Zomato for Nearly $400 MillionAlipay Singapore Holding Pte. Ltd. plans to sell its 3.4% stake in Indian food delivery giant Zomato Limited (NSEI:ZOMATO) for nearly $400 million through block deals on Indian stock exchanges, according to three sources and a Reuters review of the deal's term sheet. Alipay, owned by Ant Group Co. Ltd., will offload its entire 3.44% stake in the deal, the term sheet seen by Reuters showed. Bank of America and Morgan Stanley are advisers on the deal, which is likely to be executed later this week on Indian exchanges, said the three sources, who declined to be named as the plan is private. Zomato, Bank of America and Morgan Stanley did not immediately respond to a request for comment. Alipay also did not respond outside regular business hours.
Price Target Changed • Nov 06Price target increased by 11% to ₹123Up from ₹110, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of ₹123. Stock is up 89% over the past year. The company is forecast to post earnings per share of ₹0.31 next year compared to a net loss per share of ₹1.20 last year.
Reported Earnings • Nov 04Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: ₹0.04 (up from ₹0.31 loss in 2Q 2023). Revenue: ₹28.5b (up 71% from 2Q 2023). Net income: ₹360.0m (up ₹2.87b from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 8.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India.
お知らせ • Oct 27Zomato Limited to Report Q2, 2024 Results on Nov 03, 2023Zomato Limited announced that they will report Q2, 2024 results on Nov 03, 2023
お知らせ • Oct 20SoftBank Reportedly to Offload 1.1% Stake in Zomato worth INR 10.24 Billion via Bulk DealJapanese tech giant SoftBank Group Corp. (TSE:9984), through its affiliate SVF Growth (Singapore) Pte. Ltd., is likely to sell a 1.1% stake in food delivery company Zomato through block deals on October 20, 2023. According to reports, the offer price is set around INR 109.4-INR 111.6 per share and the transaction is valued at INR 10.24 billion. SoftBank holds a 2.17% stake in the company, at the end of September quarter.
Breakeven Date Change • Sep 19No longer forecast to breakevenThe 25 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹1.42b in 2024. New consensus forecast suggests the company will make a loss of ₹19.1b in 2026.
お知らせ • Aug 30SoftBank Reportedly to Sell 1.17% Stake in Zomato Via Block DealJapanese tech giant SoftBank Group Corp. (TSE:9984) is likely to sell about 100 million shares or 1.17% equity in food delivery platform Zomato Limited (NSEI:ZOMATO) via block deal on August 30, 2023, according to dealers. The deal price is said to be INR 94 per share, which will take the transaction value to about INR 9.40 billion. SoftBank, through its fund SVF Growth Pte Ltd, holds about 3.35% in the company, at the end of June quarter. The stake sale comes as the lock-in ended for the post- Blink Commerce Private Limited deal. Kotak Securities Limited will act as the broker to the deal. Zomato issued fresh equity shares to all the selling shareholders of Blinkit as consideration for the M&A last year. Following the transaction, Zomato had negotiated a 12-month lock-in for these shares, compared to the statutory lock-in requirement of six months. A majority of these shares are owned by just three venture capital investors, namely, Softbank, Sequoia and Tiger Global. On August 28, 2023, Tiger Global, through its affiliate Internet Fund III Pte, has exited Zomato by selling its entire stake. Marquee funds including Axis Mutual Fund, Goldman Sachs, Citigroup, Morgan Stanley Asia, Societe Generale picked up stake in the transaction.
お知らせ • Aug 04Zomato Limited, Annual General Meeting, Aug 30, 2023Zomato Limited, Annual General Meeting, Aug 30, 2023, at 16:30 Indian Standard Time. Agenda: To consider and adopt the audited standalone and consolidated financial statements of the Company for the financial year ended March 31, 2023 together with the reports of the board of directors and auditors' thereon; to re-appoint Mr. Sanjeev Bikhchandani (DIN: 00065640), Non-Executive and Nominee Director, who retires by rotation at the upcoming AGM and being eligible has offered himself for re-appointment; and to re-classify existing unissued authorised preference share capital of the Company and allocate the same to the authorised equity share capital of the Company.
Breakeven Date Change • Aug 04Forecast to breakeven in 2026The 25 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹8.63b in 2026. Average annual earnings growth of 109% is required to achieve expected profit on schedule.
Reported Earnings • Aug 04First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ₹26.0b (up 84% from 1Q 2023). Net income: ₹20.0m (up ₹1.88b from 1Q 2023). Profit margin: 0.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India.
お知らせ • Jul 26Zomato Limited to Report Q1, 2024 Results on Aug 03, 2023Zomato Limited announced that they will report Q1, 2024 results on Aug 03, 2023
Breakeven Date Change • Jul 11Forecast to breakeven in 2025The 25 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹243.8m in 2025. Average annual earnings growth of 100% is required to achieve expected profit on schedule.
お知らせ • Jun 17SoftBank Looking To Book Profits by Selling Shares in Zomato, PaytmSoftBank Group Corp. (TSE:9984) is looking to book profits by selling small stakes in Paytm’s parent One97 Communications and Zomato Limited (NSEI:ZOMATO) as the new-age stocks rally, finally turning into profitable bets for the Japanese investment conglomerate. SoftBank may sell shares in the two companies in smaller tranches in the open market, rather than through block deals, sources told Moneycontrol. The investment bank paid around INR 65- INR 70 apiece for Zomato and INR 830- INR 840 for Paytm. On June 15, Paytm closed at INR 900 and Zomato at INR 74.95. Paytm has surged nearly 70% this year, while Zomato has gained 24%, due to a significant improvement in their financials. Moneycontrol’s queries to SoftBank did not elicit a response.
Breakeven Date Change • May 23Forecast breakeven date moved forward to 2025The 25 analysts covering Zomato previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 49% to 2024. The company is expected to make a profit of ₹312.6m in 2025. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Reported Earnings • May 20Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: ₹1.20 loss per share (improved from ₹1.67 loss in FY 2022). Revenue: ₹77.6b (up 85% from FY 2022). Net loss: ₹9.71b (loss narrowed 20% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in India.
お知らせ • May 20Zomato Limited Appoint ExecutivesZomato has made three key appointments elevating Rakesh Ranjan, and Rinshul Chandra as chief executive officer and chief operating officer of food ordering and delivery vertical, respectively. While Ranjan was business head of new businesses at Zomato, Chandra was vice president of product at the company. Arora, meanwhile, has been with Blinkit, formerly known as Grofers, for almost nine years and held the position of senior vice president of operations before being elevated to cofounder of Blinkit in July last year. These appointments come in the backdrop of a series of senior level exits at the company, including cofounders like Mohit Gupta and Gunjan Patidar, who was also its chief technology officer. Senior executives like head of new initiatives Rahul Ganjoo and Siddharth Jhawar, who was the head of Zomato's intercity delivery, also quit late last year.
お知らせ • May 11Zomato Limited to Report Q4, 2023 Results on May 19, 2023Zomato Limited announced that they will report Q4, 2023 results on May 19, 2023
Breakeven Date Change • Mar 31Forecast to breakeven in 2026The 24 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹5.89b in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 12No longer forecast to breakevenThe 22 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹1.58b in 2025. New consensus forecast suggests the company will make a loss of ₹444.3m in 2025.
Reported Earnings • Feb 10Third quarter 2023 earnings releasedThird quarter 2023 results: Net income: (up ₹632.0m from 3Q 2022).
お知らせ • Feb 10Zomato Limited Announces Resignation of Douglas Feagin as Non-Executive-Non-Independent Director of the Company (Nominee Director)Zomato Limited informed that Mr. Douglas Feagin (DIN: 07868696), Non-Executive-Non-Independent Director of the Company (Nominee Director), has resigned vide letter dated February 9, 2023 with immediate effect.
Breakeven Date Change • Feb 10The 23 analysts covering Zomato previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 21% per year to 2024. The company is expected to make a profit of ₹1.43b in 2025.
お知らせ • Feb 02Zomato Limited to Report Q3, 2023 Results on Feb 09, 2023Zomato Limited announced that they will report Q3, 2023 results on Feb 09, 2023
Breakeven Date Change • Jan 25Forecast to breakeven in 2025The 23 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹1.60b in 2025. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
Breakeven Date Change • Jan 05Forecast to breakeven in 2025The 22 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹1.61b in 2025. Average annual earnings growth of 77% is required to achieve expected profit on schedule.
お知らせ • Jan 03Zomato Limited Announces Resignation of Gunjan Patidar as Co-Founder and Chief Technology OfficerZomato Limited announced that Mr. Gunjan Patidar, Co-founder and Chief Technology Officer at the Company has tendered his resignation on January 2, 2023. Mr. Gunjan Patidar was one of the first few employees of Zomato and built the core tech systems for the Company. Over the last ten plus years, he also nurtured a stellar tech leadership team that is capable of taking on the mantle of leading the tech function going forward. His contribution to building Zomato has been invaluable.
お知らせ • Nov 20Zomato Limited Announces Resignation of Mohit Gupta as Co-FounderZomato Limited announced resignation of Mr. Mohit Gupta as Co-founder of the company. The company further like to submit that Mr. Mohit Gupta was not designated as key managerial personnel under the Companies Act, 2013 and the Listing Regulations.
お知らせ • Nov 16Zomato Limited Announces Resignation of Mr. Rahul Ganjoo as Head of New InitiativesZomato Limited informed that Mr. Rahul Ganjoo, Head of New Initiatives at the Company has tendered his resignation on November 14, 2022. Mr. Rahul Ganjoo was not designated as key managerial personnel under the Companies Act, 2013 and the Listing Regulations.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sutapa Banerjee was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 11Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: ₹0.31 loss per share (improved from ₹0.59 loss in 2Q 2022). Revenue: ₹18.3b (up 79% from 2Q 2022). Net loss: ₹2.51b (loss narrowed 42% from 2Q 2022). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Online Retail industry in Asia.
お知らせ • Nov 03Zomato Limited to Report Q2, 2023 Results on Nov 10, 2022Zomato Limited announced that they will report Q2, 2023 results on Nov 10, 2022
お知らせ • Sep 02Zomato Limited Announces Resignation of Mr. Nitin Savara as Deputy CFOZomato Limited announced that Mr. Nitin Savara, Deputy CFO of the Company has tendered his resignation i.e. August 31, 2022.
お知らせ • Aug 07Zomato Limited, Annual General Meeting, Aug 30, 2022Zomato Limited, Annual General Meeting, Aug 30, 2022, at 16:00 Indian Standard Time. Agenda: To consider and adopt the audited standalone and consolidated financial statements of the Company for the financial year ended March 31, 2022 together with the reports of the board of directors and auditors' thereon and in this regard to consider and if thought fit, to pass the resolution as an Ordinary Resolution; and to consider re-appointment of Mr. Sanjeev Bikhchandani Non-Executive and Nominee Director, who retires by rotation and being eligible, offers himself for re-appointment and in this regard to consider and if thought fit, to pass the resolution as an Ordinary Resolution;.
Breakeven Date Change • Aug 02Forecast to breakeven in 2025The 17 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 27% per year to 2024. The company is expected to make a profit of ₹167.3m in 2025. Average annual earnings growth of 82% is required to achieve expected profit on schedule.
お知らせ • Jul 23Zomato Limited to Report Q1, 2023 Results on Aug 01, 2022Zomato Limited announced that they will report Q1, 2023 results on Aug 01, 2022
お知らせ • Jun 25Zomato Limited (NSEI:ZOMATO) agreed to acquire unknown additional stake in Grofers India Private Limited.Zomato Limited (NSEI:ZOMATO) agreed to acquire unknown additional stake in Grofers India Private Limited for $568.16 million on June 24, 2022.
Breakeven Date Change • Jun 10No longer forecast to breakevenThe 16 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹314.2m in 2025. New consensus forecast suggests the company will make a loss of ₹2.59b in 2025.
お知らせ • Jun 07Zomato Reportedly to Sign Blinkit Deal on June 17Zomato Limited (NSEI:ZOMATO) is likely to call an extraordinary general meeting on June 17 to clear the acquisition of quick commerce startup Blinkit, formerly Grofers, almost two years after the two entities first discussed a potential acquisition, two people aware of the discussions told ET. According to sources, the deal is tied to a certain number of Zomato shares that Blinkit’s investors will receive as a part of the share-swap deal. Blinkit’s investors are also expected to have a lock-in period of six months, one of the sources said.
Breakeven Date Change • May 25No longer forecast to breakevenThe 17 analysts covering Zomato no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of ₹972.0m in 2025. New consensus forecast suggests the company will make a loss of ₹705.3m in 2025.
お知らせ • May 16Zomato Limited to Report Q4, 2022 Results on May 23, 2022Zomato Limited announced that they will report Q4, 2022 results on May 23, 2022
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sutapa Banerjee was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Breakeven Date Change • Apr 01Forecast to breakeven in 2025The 19 analysts covering Zomato expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹972.0m in 2025. Average annual earnings growth of 56% is required to achieve expected profit on schedule.
Reported Earnings • Feb 13Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: ₹0.08 loss per share (up from ₹0.24 loss in 3Q 2021). Revenue: ₹11.1b (up 61% from 3Q 2021). Net loss: ₹632.0m (loss narrowed 52% from 3Q 2021). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 85%. Over the next year, revenue is forecast to grow 49%, compared to a 35% growth forecast for the industry in India.
お知らせ • Feb 03Zomato Limited to Report Q3, 2022 Results on Feb 10, 2022Zomato Limited announced that they will report Q3, 2022 results on Feb 10, 2022
お知らせ • Dec 24Swiggy Reportedly in the Final Stages of Talks to Invest in RapidoBundl Technologies Private Limited (Swiggy) is in the final stages of talks to invest in Roppen Transportation Services Private Limited (Rapido), two people in the know of the matter told ET. If the investment goes through, it will help Swiggy enhance its last-mile delivery capabilities and bolster its quick commerce ambitions. The funding will also be Swiggy's first bet in the mobility sector. The capital infusion is part of Rapido's larger financing round of $150-200 million at a valuation of $500-600 million, for which it was in talks with Zomato Limited (NSEI:ZOMATO), but that fell through recently, the people said. Swiggy is expected to draw synergies from Rapido, which is essentially a shared mobility platform, but at the moment the investment is purely financial with no exclusivity offered to food-ordering company, multiple sources told ET on condition of anonymity as the talks are private. “The termsheets are in and Swiggy is expected to co-lead the funding round. There will be another new investor joining Swiggy along with existing backers who will also participate in the fundraise” said one person. A spokesperson for Swiggy did not comment. When contacted, Aravind Sanka, Cofounder of Rapido, said he would not be able to comment.
お知らせ • Dec 19Zomato Limited (NSEI:ZOMATO) completed the acquisition of a 7.89% stake in BigFoot Retail Solutions Pvt. Ltd.Zomato Limited (NSEI:ZOMATO) agreed to acquire a 7.89% stake in BigFoot Retail Solutions Pvt. Ltd for INR 5.6 billion on November 10, 2021. The consideration will be paid in cash. Zomato Limited board have approved the transaction. The transaction is expected to be completed within 30 business days. As of March 31, 2021 BigFoot Retail Solutions Pvt. Ltd reported revenue of INR 3580.12 million. Zomato Limited (NSEI:ZOMATO) completed the acquisition of a 7.89% stake in BigFoot Retail Solutions Pvt. Ltd on December 17, 2021.
