80+ Companies Report Q1FY25; V-Mart, Marico, Godrej Consumer Among Retail Names Due
Q1FY25 earnings day sees 80+ firms report, with retail and consumer names including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker, and Godrej Consumer Products lined up. Early prints: Airtel ARPU at Rs 211 vs Rs 200, Deepak Nitrite Q1 profit up 35.1% to Rs 202.53 cr.
What happened
Q1FY25 earnings day with 80+ companies reporting, including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins
Key facts
- Deepak Nitrite Q1 profit Rs 202.53 cr up 35.1%
- Airtel ARPU Rs 211 vs Rs 200
- Airtel EBITDA margin 53.7%
- 80+ companies reporting Aug 5 2024
Why this matters
A dense earnings day across retail and consumer names like Monte Carlo, Hawkins, and Godrej Consumer gives a comparative valuation snapshot useful for screening acquisition or partnership targets in the segment.
What to watch
- Management commentary on rural recovery and demand inflection for H2FY25
- Raw material cost guidance (palm oil, crude derivatives) for FMCG
- Same-store sales growth and store-addition pace for retailers
- Margin guidance vs consensus on premium vs mass segments
- Screen Q1 gross-margin delta vs input-cost commentary for Marico and Godrej Consumer
- Track SSSG and footfall metrics for V-Mart and Devyani as rural/value-retail proxies
- Compare ARPU/volume beats (Airtel Rs211) as read-through for consumption resilience
- Position long staples with margin tailwind, neutral on premium-discretionary into prints