Deepinder Goyal Teases Dark.ai as Eternal Revenue Jumps

Quick take: Eternal, the parent of Zomato and Blinkit, posted a strong second quarter of FY27, with revenue up 76% year on year and EBITDA nearly tripling. On the same day, founder Deepinder Goyal teased a mysterious new AI product called Dark.ai.

A Big Day for Eternal

It isn’t often that a company announces earnings and a surprise product teaser on the same afternoon. But that is what happened when Goyal posted the quarterly highlights on X, then hinted at something new from “the house of Eternal”.

Hello everyone. Here are key highlights from Eternal for Q2FY27 –

→ B2C NOV grew 54% YoY (15% QoQ) to INR 35,644 crore
→Eternal’s Consolidated Adjusted Revenue grew 76% YoY (19% QoQ) to INR 24,621 crore (like-for-like growth was 58% YoY)
→ Consolidated Adjusted EBITDA grew…
— Deepinder Goyal (@deepigoyal) October 21, 2026

Eternal Q2 FY27 Key Numbers

Metric	Q2 FY27	Growth
B2C net order value (NOV)	₹35,644 crore	54% YoY, 15% QoQ
Consolidated adjusted revenue	₹24,621 crore	76% YoY (58% like-for-like)
Consolidated adjusted EBITDA	₹666 crore	197% YoY, 20% QoQ
Blinkit NOV	₹20,940 crore	79.3% YoY, 22.2% QoQ
Zomato NOV	₹11,445 crore	21.5% YoY
District NOV	₹3,259 crore	58.0% YoY
Hyperpure revenue	₹1,154 crore	22.7% like-for-like
Bistro and Nugget adjusted revenue	₹132 crore	Up from ₹95 crore last quarter

Figures are from Deepinder Goyal’s post summarising the shareholders’ letter.

Blinkit Keeps Doing the Heavy Lifting

Blinkit now has 2,751 dark stores, and the company expects to cross 3,500 by March 2027 and about 5,000 by March 2028. That is a notable step up. Earlier this year, management was talking about reaching 3,000 stores by March 2027.

Zomato’s Quiet Comeback

Food delivery isn’t glamorous next to quick commerce, but Zomato is quietly speeding up. Its NOV growth of 21.5% marks the fifth straight quarter of faster growth, which suggests the core business is far from tired.

https://t.co/EBCxtHEFZH – from the house of Eternal. Coming soon. pic.twitter.com/6j4ZJVJ5Ly
— Deepinder Goyal (@deepigoyal) October 21, 2026

The Mystery: What Is Dark.ai?

Goyal posted a teaser reading “Dark.ai – from the house of Eternal. Coming soon.” There are no details yet on what the product does, who it is for, or when it launches. X’s automated trending summary adds that an engineer on the team said it took eight months to go from proof of concept to production, but that is unconfirmed.

What we do know is the context. Goyal handed the group CEO role to Albinder Dhindsa in February and now serves as Vice Chairman. Eternal also expanded its partnership with OpenAI earlier this year and runs an AI-native venture called Nugget. An AI launch fits that pattern, but anything more specific would be speculation.

What to Watch Next

Profitability: EBITDA is growing fast, so keep an eye on the full net profit figure in the filings.
Store rollout: Whether Blinkit hits the 3,500-store target on schedule.
Dark.ai: The product name, purpose and launch date.

For more on India’s startup and tech stories, browse our technology section on TechnoSports, or read about the Jio Platforms IPO that is also dominating the headlines.

Frequently Asked Questions

How much did Blinkit grow in Q2 FY27?

Blinkit’s net order value rose 79.3% year on year to ₹20,940 crore.

What is Dark.ai?

It is a new product teased by Deepinder Goyal as “from the house of Eternal”. No details have been shared yet.

How many dark stores does Blinkit have?

2,751, with a target of more than 3,500 by March 2027. Sources: Deepinder Goyal on X, X trending summary, Outlook Business, Storyboard18.

The Mystery: What Is Dark.ai?

Goyal posted a teaser reading “Dark.ai – from the house of Eternal. Coming soon.” There are no details yet on what the product does, who it is for, or when it launches.