Rapid workforce expansion from 1.5 lakh riders to 12 lakh across Zomato and Blinkit has made Eternal's initial fleet electrification deadline unfeasible. The company faces logistical challenges because it must onboard approximately 30 lakh delivery partners annually across 900 cities, where electric vehicle supplies remain limited. To prevent financial harm to gig workers unable to purchase cleaner models, the business is shifting toward supportive policies rather than strict mandates. A revised group-wide strategy may target 2035 and will expand to include commercial four-wheeler operations such as Hyperpure trucks.
Key points
Chief Sustainability Officer Anjalli Ravi Kumar indicated that a revised electrification…: Chief Sustainability Officer Anjalli Ravi Kumar indicated that a revised electrification deadline could potentially target the year 2035.
Strict electric vehicle transition mandates risk harming the livelihoods of delivery part…: Strict electric vehicle transition mandates risk harming the livelihoods of delivery partners who cannot afford clean energy vehicles.
Fleet decarbonization planning must expand beyond two-wheelers to cover commercial four-w…: Fleet decarbonization planning must expand beyond two-wheelers to cover commercial four-wheeler vehicles such as Hyperpure delivery trucks.
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In an interview with PTI, Anjalli Ravi Kumar, Chief Sustainability Officer at Eternal, said the company is working toward a revised timeline, factoring in the availability of electric vehicles, supporting government policies, and the transportation requirements of its various businesses.
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"We are still committed to electrifying the fleet. We are deeply committed to it because it still makes economic sense," she said.
However, acknowledging that the earlier deadline may not be achievable, Kumar said the company's operations had expanded considerably since the original target was set.
"It doesn't look feasible because, beyond the penetration numbers, our business is also growing massively. When we set the target, there were only 1.5 lakh monthly active riders on Zomato. Today, there are 12 lakh riders across Zomato and Blinkit," she said.
On whether the company could commit to a revised target, possibly by 2035, Kumar said it was working towards a date, with the pace of EV policy implementation also likely to influence the decision.
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