80+ firms post Q1FY25 results; retail names V-Mart, Marico, Devyani, Monte Carlo in focus
August 5 earnings deluge includes retail and consumer-facing brands V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer Products and Hawkins Cooker, alongside heavyweights Bharti Airtel and ONGC. Retail desk will parse per-brand revenue, margin and store metrics as they land.
What happened
Q1FY25 earnings season roundup; over 80 companies report Aug 5, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo
Key facts
- ARPU Rs 211
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
- revenue Rs 2,166.84 crore up 22.5%
- 80+ companies reporting
Why this matters
The clustered earnings from Marico, Godrej Consumer, Devyani, and Monte Carlo offer a fresh read on segment valuations and margin pressure that can sharpen M&A targeting and comparable-company screens in consumer retail.
What to watch
- Rural vs urban demand split in staples management commentary
- Same-store sales growth (SSSG) turning negative for apparel/QSR
- Gross margin expansion vs raw-material cost guidance (palm oil, copra, cotton)
- Store-addition guidance revisions
- Ad-spend/promo intensity signaling demand softness
- Rank each name on SSSG, gross margin delta YoY, and store-count guidance as prints land
- Split coverage into staples (Marico, Godrej, Hawkins) vs discretionary (V-Mart, Monte Carlo, Devyani) baskets for relative reads
- Cross-check Marico/Godrej commentary on rural demand recovery as sector-wide signal
- Flag Devyani store-economics and ADS trends as QSR-sector proxy
- Prepare per-brand one-liners for desk within 30 min of each release