Over 80 companies report Q1FY25 earnings; V-Mart, Marico, Devyani among retail names in focus
August 5, 2024 marks a heavy earnings day with 80+ firms reporting Q1FY25 results. Retail and consumer-relevant names include V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Godrej Consumer Products, alongside heavyweights like Bharti Airtel (ARPU Rs 211, EBITDA margin 53.7%) and ONGC.
What happened
Q1FY25 earnings season roundup: over 80 companies reporting on Aug 5, 2024, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte
Key facts
- Q1FY25
- 80+ companies
- ARPU Rs 211
- EBITDA margin 53.7%
Why this matters
The simultaneous Q1FY25 prints across multiple retail and consumer names offer a rare synchronized valuation and margin snapshot—use it to reprice potential targets or partners before individual narratives diverge.
What to watch
- Rural volume growth commentary in FMCG earnings calls
- Copra, palm oil and other input-cost trajectory guidance
- Same-store-sales growth (SSSG) for QSR and value retail
- Store-addition pace vs margin guidance from V-Mart
- Post-results analyst rating revisions and target-price moves
- Screen Q1FY25 SSSG and volume-growth prints for V-Mart, Devyani, Marico to separate topline vs margin narratives
- Position for rural-staples over urban-discretionary if Marico/Godrej confirm rural volume recovery
- Track quick-commerce cannibalization commentary as read-through to value retail footfall
- Monitor QSR read-across from Devyani to Jubilant, Sapphire, Westlife for pairs trades