Over 80 companies report Q1FY25 today, including retail names V-Mart, Marico and Devyani
The August 5, 2024 earnings batch features retail-relevant reporters such as V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer Products alongside heavyweights like Bharti Airtel and ONGC.
What happened
Q1FY25 earnings season roundup naming retail-relevant reporters including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and
Key facts
- over 80 companies reporting Q1FY25
- Q1FY25
- August 5 2024
Why this matters
Clustered same-day reporting from multiple retail and FMCG players offers a rare simultaneous read on sector health, useful for calibrating valuation comps and screening potential targets across V-Mart, Marico, Devyani and Godrej Consumer.
What to watch
- Rural vs urban demand split in FMCG commentary
- Same-store-sales growth trend for Devyani and value-retail peers
- Input-cost trajectory guidance (copra, palm oil)
- Store-count expansion pace and unit economics for QSR/retail
- Analyst estimate revisions within 48 hours of prints
- Screen for volume-growth vs value-growth split across FMCG reporters to separate demand from pricing
- Compare V-Mart and Monte Carlo SSSG against Devyani QSR SSSG for discretionary demand read
- Track gross-margin commentary on copra, palm oil, and packaging costs for Marico and Godrej Consumer
- Set alerts for management guidance on rural recovery and H2 festive demand outlook