80+ firms report Q1FY25 earnings: V-Mart, Marico, Devyani, Monte Carlo in retail focus
A packed Aug 5, 2024 earnings day sees V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker among 80+ companies posting Q1FY25 results, putting Indian retail and consumer names in the spotlight.
What happened
Q1FY25 earnings season roundup; V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker among 80+ firms reporting Aug 5, 2024.
Key facts
- Marico Q1FY25
- V-Mart Q1FY25
- Devyani International Q1FY25
- 80+ companies reporting Aug 5 2024
What to watch
- Marico rural volume growth and copra cost commentary
- Devyani SSSG and store-level EBITDA trends
- V-Mart same-store sales and inventory levels
- Monte Carlo seasonal winterwear order-book guidance
- Management H2FY25 demand outlook language
- Screen each print for SSSG, gross margin delta, and store-addition pace vs guidance
- Pair-trade staples (Marico) long vs discretionary apparel short on rural-urban thesis
- Watch QSR read-through from Devyani into Jubilant/Sapphire on same-day
- Reassess valuation multiples on any name with >200bps margin surprise