Intensifying competition in quick commerce
Competitive activity remains high, with well-capitalized players potentially increasing discounts and customer acquisition spend, which could pressure Blinkit's growth and margins.
ETERNAL / Q4-FY26 / risks
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Material risks this quarter
high
Fuel price increases impacting delivery costs
Higher fuel prices could raise last-mile delivery costs, potentially squeezing margins if not passed on to consumers.
Customer retention and frequency decline
Customer ordering frequency has declined from 3.6 to 3.35 orders per month, partly due to new customer mix, but could signal retention challenges if competition intensifies.