80+ Cos Including V-Mart, Marico, Devyani Report Q1FY25 Earnings
A heavy earnings day for Indian retail and consumer names, with V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer Products among 80+ companies posting Q1FY25 results. Signal-rich for operators benchmarking sector performance.
What happened
Q1FY25 earnings season roundup: 80+ companies including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker
Key facts
- 80+ companies reporting Q1FY25
- Bharti Airtel ARPU Rs 211
- Deepak Nitrite profit Rs 202.53 cr up 35.1%
Why this matters
The clustered Q1FY25 reporting from V-Mart, Monte Carlo, Godrej Consumer, and 80+ others creates a rare cross-sector valuation snapshot useful for screening M&A targets and calibrating deal comps in the consumer space.
What to watch
- Marico/Godrej volume growth and rural commentary
- Devyani SSSG and store-addition pace
- V-Mart and Monte Carlo footfall and inventory trends
- Input-cost inflation guidance (palm oil, copra, cotton)
- Any pre-festive-season demand outlook statements
- Segment results into staples vs discretionary vs QSR to isolate volume vs pricing drivers
- Benchmark gross-margin trajectories against input-cost commentary from management calls
- Track same-store-sales and footfall metrics for retail/QSR names as leading demand signals
- Model H2FY25 price-hike scenarios for FMCG portfolio companies
- Flag rural vs urban demand split in management guidance for consumption thesis