80+ companies report Q1FY25 earnings; retail names V-Mart, Marico, Godrej Consumer, Devyani in focus
Q1FY25 results day sees 80-plus companies reporting, spanning retail and consumer names including V-Mart Retail, Marico, Devyani International, Godrej Consumer Products, Monte Carlo Fashions, Hawkins Cooker and Adani Wilmar, alongside majors like Reliance, Nestle India and HUL that have already posted.
What happened
Q1FY25 earnings day with 80+ companies reporting including retail/consumer names V-Mart Retail, Marico, Devyani International, Godrej Consumer, Monte Carlo
Key facts
- 80+ companies reporting
- ARPU Rs 211 vs Rs 200
- EBITDA margin 53.7%
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
Why this matters
The clustered reporting across consumer, retail and QSR players offers a real-time comp set for benchmarking valuations and spotting M&A or partnership targets showing margin or growth stress.
What to watch
- Management rural-demand recovery commentary and monsoon linkage
- Sequential gross-margin trajectory vs input cost moves (copra, palm oil)
- QSR same-store-sales and new-store payback disclosures
- Guidance revisions for H2FY25 volume growth
- Screen Marico/GCPL/Adani Wilmar volume growth vs value growth to gauge real demand vs pricing
- Compare V-Mart and Monte Carlo SSSG against QSR SSSG to position staples over discretionary
- Flag names where gross margin peaked to pre-empt sequential margin disappointment
- Track QSR unit-economics and expansion guidance for capex-cut signals