Stockrabit · Analysts
Questions across 2 calls

Sudheer Guntupalli

Kotak AMC

ETERNAL LIMITED

ETERNAL LIMITED CC-Sep24.pdf · 2024-10-22
Hey, team. Congrats on a good set of numbers. My first question is, so there's a lot of noise around economic and consumption slowdown. How do you see this impacting your food delivery, which is generally perceived as more discretionary compared to Blinkit?
Got it, Akshant. My second question is, with this fundraise and the funds being raised by competitors, is it fair to assume that discounting aggression in the industry in general will increase? Or do you have any intentions to increase your own discounting aggression?
ETERNAL LIMITED CC-Dec23.pdf · 2024-02-08
Yes. Congratulations on a great quarter. Just a couple of questions from my side. First is an extension of what Gaurav asked earlier on the confidence of the 50%+ growth number. We understand that quick commerce is driving this. But just at a macro level, the consumption trends don't seem to be that encouraging or buoyant. So, are you implying that quick commerce may not be as tightly coupled with broader macro? And accordingly, this 50% number need not be construed as very aggressive?
Okay, Akshant. Second question is on the food delivery revenue growth, which on a reported basis grew around 10% sequentially. So, looks like the restaurant commission rates have improved almost 70 basis points here. So incrementally, what is the headroom for take rate increases just on the restaurant side, not including the delivery fee?