In a significant strategic move, Eternal Limited, the dynamic Indian technology company formerly known as Zomato Limited, has officially established a new, wholly-owned subsidiary: Blinkit Foods Limited. This crucial development signals Eternal’s intensified focus on expanding its rapid 10-minute food delivery service, operated under the popular ‘Bistro’ brand. The aim is clear: to revolutionise the quick-commerce food segment, offering unparalleled convenience and speed to Indian consumers. This Blinkit Foods Expansion isn’t merely about speed; it’s about carving a unique and sustainable niche in the competitive food delivery landscape and building a scalable, profitable venture for the long term.

Setting the Stage for Rapid Delivery: Blinkit Foods Limited

The incorporation of Blinkit Foods Limited is more than just a formality; it’s a strategic pillar for Eternal Limited’s ambitious plans in the quick-commerce space. This new entity has been established with a robust financial foundation, as detailed in recent company regulatory filings. Its proposed authorised share capital stands at a substantial ₹1 crore, clearly demonstrating the parent company’s deep commitment and investment in this venture. Furthermore, a paid-up share capital of ₹10 lakh has been allocated, supported by the issuance of 1 lakh equity shares, each carrying a face value of ₹10. This financial structuring provides the necessary capital muscle for Blinkit Foods to aggressively pursue its mandate of innovating and expanding its food services and delivery capabilities across the nation.

The decision to create a dedicated subsidiary highlights Eternal Limited’s strategic intent to separate and focus resources specifically on the quick food delivery segment. This allows for streamlined operations, clear accountability, and dedicated investment towards a business model that promises high growth but also presents unique operational challenges. It’s a classic move by large corporations to incubate new, high-potential business lines, granting them the operational agility and strategic focus they need to thrive independently in fast-paced, evolving markets. This organisational clarity is expected to drive efficiency and innovation within the quick-delivery ecosystem.

Bistro: The Face of 10-Minute Food Delivery

At the very heart of this ambitious Blinkit Foods Expansion is the ‘Bistro’ brand, Eternal’s innovative 10-minute food delivery service. Launched strategically towards the end of 2024, Bistro was conceived to offer a curated selection of snack-style and affordable, yet high-quality, ready-to-eat meals delivered to customers’ doorsteps in a remarkably short span of 10 to 15 minutes. This service meticulously targets a specific consumer need for instant gratification and convenient meal solutions, especially catering to those looking for quick bites during hectic schedules, unexpected hunger pangs, or simply a desire for immediate culinary satisfaction.

Currently, Bistro boasts an impressive and expanding network of 38 cloud kitchens, strategically located across India’s two major metropolitan hubs: Bengaluru and Delhi-NCR. These cloud kitchens are an integral and indispensable part of the quick delivery model, allowing for incredibly efficient food preparation and dispatch from points located very close to densely populated consumer clusters. This proximity is critical for consistently meeting the stringent 10-minute delivery promise, a key differentiator in the market. The calibrated expansion of these kitchen facilities will be crucial as Blinkit Foods scales its operations nationwide, gradually reaching more cities and catering to an ever-wider audience, ensuring that quality and speed remain paramount.

Early Successes and Future Vision for Quick Commerce

Eternal Limited’s visionary CEO, Deepinder Goyal, has offered encouraging insights into Bistro’s early performance, sharing these details in recent official announcements. Mr. Goyal reported overwhelmingly positive early demand trends emerging from these strategically placed Bistro kitchens. Crucially, he emphasised that this new quick food delivery service is not cannibalising Zomato’s existing core food delivery business. Instead, it appears to be generating entirely incremental demand, effectively tapping into a distinct market segment that primarily values speed and convenience above all else for specific meal occasions, such as quick lunches or evening snacks. This finding is particularly vital for investors and stakeholders, as it indicates a genuine expansion of the total addressable market rather than a mere reallocation of existing orders within Eternal’s ecosystem.

Looking ahead, Eternal Limited is committed to making “calibrated investments” in this burgeoning quick food delivery segment. This measured and thoughtful approach signifies a careful balance between aggressive market capture and the pursuit of sustainable, long-term profitability. The company aims to meticulously build a business model that is not only scalable across diverse geographies but also financially viable and robust in the long run. The quick commerce space, while immensely popular and high-growth, is notoriously capital-intensive, often operating on challenging thin margins. Therefore, Eternal’s pronounced focus on profitability alongside scalability is a pragmatic and welcome strategy, indicating a mature and astute understanding of the complex market dynamics.

Market Reaction and Corporate Governance

Following the significant news of the Blinkit Foods incorporation and the ongoing Blinkit Foods Expansion, Eternal Limited’s shares on the Bombay Stock Exchange (BSE) experienced a slight, albeit noticeable, dip. The stock closed at Rs 321.65, reflecting a 1.50% decline on the day of the announcement. While any decline might naturally raise eyebrows among some investors, a 1.50% drop is often considered a relatively minor fluctuation in the inherently volatile Indian stock market, especially for companies undertaking significant and transformative strategic shifts. Investors frequently react with a degree of caution to new investments or major expansions, often preferring to wait for clearer signals on profitability and definitive market acceptance before fully committing. This initial market reaction could be attributed to the perceived substantial investment required for such an ambitious expansion, or simply reflect broader market-wide sentiment during that trading session.

In other significant corporate news, Eternal Limited recently concluded its 15th Annual General Meeting (AGM). During this important annual gathering, several key resolutions were formally passed, including the critical appointments of new auditors and the re-appointment of directors. These routine but absolutely essential governance activities ensure that the company maintains robust oversight, adheres strictly to all regulatory compliance requirements, and upholds high standards of corporate integrity, thereby providing a stable foundation as it embarks on new and exciting growth trajectories. Such adherence to governance is crucial for investor confidence, as highlighted by expert financial analysts.

About Eternal Limited: A Journey of Evolution and Innovation

Eternal Limited’s journey is a compelling narrative of continuous evolution, strategic adaptation, and relentless innovation in the technology sector. Formerly known as Zomato Limited, the company underwent a significant and highly publicised rebranding in February 2025, adopting its current name. Based in the bustling city of Gurgaon, India, Eternal Limited stands as a true technology powerhouse, serving as the proud parent company for a diverse and impactful portfolio of businesses. Most notably, this includes the pioneering and market-leading food delivery platform Zomato and the rapidly growing quick-commerce service, Blinkit. Its operational scope is impressively extensive, encompassing traditional food delivery services, innovative cloud kitchen models, cutting-edge hyperlocal quick commerce, and essential food supply chain services, demonstrating its multifaceted approach to the digital consumer market.

The company’s strategic vision has consistently been to innovate, lead, and disrupt in the digital consumer services space. The thoughtful incorporation of Blinkit Foods, backed by its substantial authorised share capital of ₹1 crore and a paid-up capital of ₹10 lakh, is a clear and resounding testament to this unwavering commitment. It profoundly underscores Eternal’s dedication to fostering groundbreaking innovation in food services and delivery, aiming to capture nascent market segments and significantly enhance its overall ecosystem of offerings. This strategic move aligns perfectly with the broader trend observed among major tech companies of creating specialised entities to efficiently manage distinct business lines, thereby allowing for greater operational agility, sharper focus, and ultimately, accelerated growth within their specific domains.

The strategic shifts meticulously undertaken by Eternal Limited, including the pivotal Zomato rebranding and the highly focused Blinkit Foods Expansion, collectively reflect a forward-thinking and proactive approach to an ever-evolving and highly dynamic market. These crucial decisions are emphatically not made in isolation but are integral components of a larger, cohesive strategy designed to significantly strengthen its market position, judiciously diversify its revenue streams, and powerfully leverage its advanced technological capabilities to create unparalleled and superior consumer experiences across India and beyond.

Latest Developments in Eternal Limited’s Journey Towards Quick Commerce Dominance

Eternal Limited has been particularly active on the strategic front, with several key updates reinforcing its unwavering commitment to the vibrant Indian market and its ambitious quick-commerce aspirations. Here’s a quick overview of recent, significant developments:

• August 8, 2025: Eternal Limited dissolved its Zomato Malaysia subsidiary. This decisive action reflects a strategic pivot to consolidate resources and focus primarily on strengthening its core Indian market operations and the burgeoning Blinkit quick-commerce growth. This period also saw the company report its Q2 2025 results, revealing a remarkable 70% revenue growth. However, this impressive growth was accompanied by a significant 90% drop in profit, largely highlighting the inherently capital-intensive nature and persistent margin pressures associated with the rapid expansion of quick commerce services like Blinkit.
• August 22, 2025: The company remained firmly in the spotlight as it formally launched its Blinkit Foods subsidiary, unequivocally signalling its clear intent to scale the innovative 10-minute food delivery model through the immensely popular Bistro brand. This move is a clear indicator of the company’s long-term vision and profound commitment to leading the quick-commerce food sector in India.
• July 21, 2025: The official announcement and formal incorporation of Blinkit Foods as a wholly-owned subsidiary was confirmed, complete with the detailed capital structure of ₹1 crore authorised share capital and ₹10 lakh paid-up share capital. This formalisation set the robust organisational and financial stage for the current aggressive expansion efforts and future growth.
• 2025 (ongoing): Throughout the year, Eternal has consistently reiterated its meticulously planned strategy of making “calibrated investments” in both Bistro and Blinkit Foods. The overarching goal is to systematically build a business model that is not only scalable across diverse markets but also fundamentally profitable and sustainable in the long run, all while ensuring the continued health and robust growth of its existing Zomato food delivery business, maintaining its market leadership.

These recent updates paint a clear and comprehensive picture of a company sharpening its strategic focus and executing bold, calculated moves in a highly dynamic market. The dissolution of Zomato Malaysia, for instance, powerfully underscores a disciplined approach to resource allocation, actively channelling precious investment towards areas with the highest potential for growth and market leadership specifically within India. It demonstrates a strategic re-evaluation of international ventures in favour of dominating the home market, particularly in the immensely promising and rapidly expanding quick-commerce domain, which is seen as a key growth driver.

The Road Ahead for Blinkit Foods and Eternal Limited

The Blinkit Foods Expansion represents a truly pivotal moment for Eternal Limited’s future trajectory. By establishing a dedicated entity and aggressively rolling out the innovative Bistro brand, the company is exceptionally well-poised to capitalise on the rapidly growing demand for instant gratification in food delivery across urban India. The primary challenge, however, lies in successfully transforming this rapid and convenient service into a consistently profitable and financially viable business model. Quick commerce, by its very nature, inherently involves higher operational costs, ranging from maintaining a sprawling network of strategically located cloud kitchens to efficiently managing a swift and responsive delivery fleet, all while upholding service quality.

Eternal’s carefully articulated strategy of “calibrated investments” and CEO Deepinder Goyal’s clear emphasis on generating incremental demand, rather than merely cannibalising existing business, are undoubtedly reassuring signs for investors and analysts alike. It strongly suggests a thoughtful, data-driven approach to growth, one that actively learns from the initial phases and diligently adapts the business model for long-term sustainability and market leadership. The Indian market, characterised by its dense urban populations, rapidly increasing digital adoption, and a burgeoning middle class, presents an enormous and unparalleled opportunity for such innovative services. Ultimate success will unequivocally hinge on achieving superior operational efficiency, fostering continuous technological innovation, and demonstrating a keen, nuanced understanding of evolving consumer preferences and market dynamics.

As Blinkit Foods continues its impressive expansion of its geographical footprint and meticulously refines its Bistro service, it will be immensely fascinating to observe how it expertly navigates the intensely competitive landscape and successfully establishes a durable competitive advantage. The future of quick food delivery in India looks exceptionally promising, and Eternal Limited, through its latest strategic initiatives and bold investments, aims to be at the absolute forefront of this exciting and transformative revolution.

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