80+ companies report Q1FY25 today; retail names V-Mart, Marico, Devyani and Monte Carlo in focus
Aug 5 earnings roundup covers 80-plus firms, including consumer and retail players V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker. Airtel led headlines with Q1FY25 profit of Rs 4,159.90 crore, up 158%, on revenue of Rs 38,506.40 crore and ARPU of Rs 211.
What happened
Q1FY25 earnings season roundup naming 80+ companies reporting on Aug 5, including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte
Key facts
- Airtel Q1FY25 profit Rs 4,159.90 crore up 158%
- revenue Rs 38,506.40 crore
- India revenue Rs 29,046 crore up 10.1%
- ARPU Rs 211
- 409 million India customers
Why this matters
A cluster of consumer and retail results landing simultaneously offers a timely read on competitor valuations and sector momentum for any M&A or partnership screening.
What to watch
- Same-store sales growth guidance
- Rural vs urban demand split in management calls
- Gross margin and A&P spend trends for staples
- QSR store-level EBITDA and expansion pace
- Festive-season restocking commentary
- Screen Marico and Hawkins for gross margin trajectory vs input costs
- Compare Devyani SSSG against Jubilant/Westlife QSR peers
- Watch V-Mart and Monte Carlo inventory and store-addition commentary for discretionary read-through
- Separate Airtel's telecom beat as non-comparable noise to retail thesis