Over 80 companies report Q1FY25 today, including retail names V-Mart, Marico, Devyani and Monte Carlo
Aug 5, 2024 earnings roundup covers 80+ firms with retail-relevant reporters spanning apparel (V-Mart, Monte Carlo), FMCG (Marico, Godrej Consumer, Nestle, HUL, Adani Wilmar) and QSR (Devyani International). Early prints include Deepak Nitrite profit up 35.1% to Rs 202.53 crore and Airtel ARPU at Rs 211.
What happened
Q1FY25 earnings season roundup: over 80 companies report on Aug 5, 2024, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte
Key facts
- 80+ companies reporting Q1FY25
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
- Airtel ARPU Rs 211
Why this matters
The multi-sector Q1FY25 roundup gives a comparative snapshot of apparel, FMCG and QSR players' momentum, useful for spotting acquisition or partnership targets showing relative strength or stress.
What to watch
- Marico/HUL rural volume growth turning positive vs prior quarters
- Devyani same-store-sales negative print or margin contraction
- V-Mart inventory and store-cluster expansion guidance
- Input cost / palm oil commentary from Adani Wilmar and Marico
- Nestle pricing-led vs volume-led growth mix
- Screen Marico/HUL/Godrej volume growth and rural commentary for sector-wide demand read-through
- Compare V-Mart SSSG and gross margin against Monte Carlo to position value-vs-premium apparel pair trade
- Parse Devyani concall for SSSG trajectory, store adds, and unit economics before rerating QSR peers
- Track brokerage revisions arriving 24-48h post-print given crowded reporting day