80+ firms report Q1FY25; retail names V-Mart, Marico, Devyani, Monte Carlo in focus
A heavy earnings day sees over 80 companies post Q1FY25 results, including consumer and retail operators V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker, with Godrej Consumer to follow. Airtel led headlines with profit up 158% to Rs 4,159.90 cr on revenue of Rs 38,506.40 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
- 80+ companies reporting Q1FY25
- Airtel profit Rs 4,159.90 cr up 158%
- Airtel revenue Rs 38,506.40 cr
Why this matters
This peer earnings bunch across consumer and retail operators is worth mapping for relative performance signals that could inform partnership or acquisition timing conversations.
What to watch
- SSSG below/above mid-single-digit expectations at value retailers
- QSR same-store decline vs store-count-led revenue growth at Devyani
- Gross margin expansion vs contraction commentary from Marico/Godrej
- Management guidance on rural vs urban demand recovery
- Compare same-store sales growth and gross margins across V-Mart, Devyani, Monte Carlo for the demand-trajectory read
- Track Godrej Consumer print as confirming/refuting signal for staples volume trend
- Screen input-cost commentary (copra, palm oil, wheat) for margin direction into H2FY25
- Watch sell-side estimate revisions and target-price changes within 48 hours