Five strategic developments from Eternal’s Q2FY27 earnings call
In its Q2FY27 earnings call, Eternal founder Deepinder Goyal argued that controlling fulfillment infrastructure gives Zomato and Blinkit immunity to disruption by AI agents, since agents cannot bypass platforms that manage end-to-end operations including restaurants, dark stores, and delivery. Goyal noted that over 65% of Zomato app opens involve browsing without knowing what to order. The company is moving its District going-out business into a separate subsidiary. Eternal remains open to agent traffic, which currently remains negligible in India.
Key points
- Eternal claims owned delivery networks protect against AI shopping agents
- 65% of Zomato opens are exploratory browsing rather than repeat orders
- District going-out business moving to separate subsidiary
- AI agent adoption in India currently close to zero
Summary and key points written by AI from the headline and a short excerpt, so they can be incomplete or wrong. MediaNama did the reporting; read the original for the full story.
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