harpal singh Bains

independent research analyst ( SEBI)
.
political views are purely personal .

[harpal singh Bains @HS_bains]

@Dutta_Souravd Can’t ignore a 57.2% jump since the last round. ❤️

Their market density is top tier. 👍

Kudos to the author for highlighting these specific metrics. 📊

[harpal singh Bains @HS_bains]

@fenilkothari .
The stocks is Nearly down 30% while the broader market is down just 5%. 👀

Maybe the Investors aren't "Missing the story".

Maybe Eternal Should spend More time Understanding why the market is becoming skeptical.

[Feniil Kothhari @fenilkothari]

Eternal’s shares are down ~30% from their peak, while the broader Indian stock market is down only ~5%.

The market is usually willing to overlook a lot when growth is accelerating. But NOV growth has slowed from 13% QoQ to 8% QoQ in FY'26

That doesn’t necessarily mean the business is broken. But it does suggest investors are starting to question the durability of growth.

When growth starts plateauing, I’d expect a little more humility and a little less arrogance.

Source: Eternal's shareholder letter

[𝐊𝐚𝐢𝐧𝐜𝐡𝐢 𝐃𝐡𝐚𝐦 🛕 @DhamKainchi]

🌸राम राम जय बाबा नीम करौल��� महाराज 🌸

[DG MARKETS @dgmarketss]

📦 Eternal’s FY26 numbers raise an important question about capital efficiency.

🔹 Capex: ₹1,746 Cr
🔹 Working Capital: ₹1,228 Cr
🔹 Total Capital Deployed: ~₹3,000 Cr

At the same time:

📉 NOV growth slowed from 13% QoQ to 8% QoQ
📉 Stock corrected ~30% from ₹368 to ~₹250

A truly cash-generative business is expected to fund growth while consistently producing excess cash. When growth requires continuous large capital deployment and incremental growth starts slowing, investors naturally begin questioning returns on capital and future free cash flow generation.

The key debate is no longer growth vs valuation.

It’s whether every additional ₹1 invested is generating enough long-term shareholder value.

That’s what the market is currently repricing.

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[harpal singh Bains @HS_bains]

@Zepto @zeptocares Do checkout there homepage to find this deal.

[harpal singh Bains @HS_bains]

@zepto is giving some crazy offers.
Super deals at 9, 19, 29 rupee. Even the delivery charges are zero for orders above 99 rupee..
Even zepto got Sebi nos for, $1 billion ipo.
#zepto #Zepto #offers #zepto_ipo

[harpal singh Bains @HS_bains]

@zepto is giving some crazy offers.
Super deals at 9, 19, 29 rupee. Even the delivery charges are zero for orders above 99 rupee..
Even zepto got Sebi nos for, $1 billion ipo.
#zepto #Zepto #offers #zepto_ipo

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#investorawareness #mcxipf #stayinformed #financialliteracy

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[Vibhor Varshney @nakulvibhor]

Are Zepto’s low prices not just sustainable, but actually the strength?

Bernstein’s latest report points to something deeper:
Zepto’s moat may actually be density.

~1,255 stores across 61 cities
= ~21 stores per city.

More density
→ shorter delivery distances
→ lower cost per order
→ ability to sustain EDLP

Which then drives more orders and even better economics.

What looks like discounting on the surface
may actually be a very smart density flywheel underneath.

[harpal singh Bains @HS_bains]

This is where quick commerce starts looking less like retail and more like network

[Vibhor Varshney @nakulvibhor]

Are Zepto’s low prices not just sustainable, but actually the strength?

Bernstein’s latest report points to something deeper:
Zepto’s moat may actually be density.

~1,255 stores across 61 cities
= ~21 stores per city.

More density
→ shorter delivery distances
→ lower cost per order
→ ability to sustain EDLP

Which then drives more orders and even better economics.

What looks like discounting on the surface
may actually be a very smart density flywheel underneath.