80+ firms report Q1FY25 today, including V-Mart, Marico, Devyani and Monte Carlo
August 5 earnings-day roundup spans retail and consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Nestle India, HUL, Adani Wilmar and Godrej Consumer. Bharti Airtel led headlines with Q1FY25 profit of Rs 4,159.90 crore, up 158%, on revenue of Rs 38,506.40 crore.
What happened
Q1FY25 earnings-day roundup listing 80+ companies reporting August 5, 2024, including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte
Key facts
- Bharti Airtel Q1FY25 profit Rs 4,159.90 crore up 158%
- revenue Rs 38,506.40 crore
- India ARPU Rs 211
- 80+ companies reporting
Why this matters
A dense multi-brand earnings cluster across retail, staples and QSR is the moment to assess relative valuations and momentum for potential acquisition or partnership targets before results reprice them.
What to watch
- Volume growth guidance revisions in management calls
- Input cost inflation reversal comments (palm/copra pricing)
- V-Mart and Monte Carlo inventory-to-sales and SSSG figures
- Rural demand recovery confirmation from FMCG majors
- Ad/promo spend intensity signaling competitive pressure
- Screen commentary on rural vs urban demand split across Marico/HUL/GCPL calls
- Compare gross margin trajectory against RM cost tailwinds (palm oil, copra, crude derivatives)
- Track Devyani/QSR SSSG and store additions for discretionary demand signal
- Position for staples-over-discretionary rotation into festive-season buildup