“Karan Taurani is bullish on India's quick commerce sector, noting a pivotal shift towards profitability. He assigns an 80% weightage to Eternal (Blinkit) over Swiggy (Instamart) for the next 12 months, citing Blinkit's structural advantages in achieving EBITDA breakeven faster (4-5 quarters vs. Instamart's projected 6-8 quarters from Q1 FY27) due to higher take rates, scale, and a superior store network. The sector's structural growth story remains intact with sustainable rates and fading price wars.”