
Eternal has witnessed a sharp correction from its highs, but the long-term investment case remains intact, according to Rakesh Vyas, CIO & Portfolio Manager, Quest Investment Managers. He believes the recent decline has provided an opportunity to add to positions, backed by strong fundamentals in both food delivery and quick commerce. Vyas says Blinkit continues to lead the quick commerce segment with superior unit economics and improving profitability, giving Eternal a significant competitive advantage. Watch the full discussion to understand why the company remains a key portfolio holding and how its business model could drive future growth.