Q1 FY25 earnings crunch: V-Mart, Marico, Devyani, Monte Carlo among 80+ companies reporting August 5

Retail-heavy earnings day as V-Mart Retail, Marico, Devyani International and Monte Carlo Fashions report Q1 FY25 numbers alongside 80+ other companies on August 5. Godrej Consumer Products follows later in the week, giving a broad read on discretionary demand, QSR traction and value-retail momentum heading into the festive build-up.

— FiledThu, 2 Jul, 2026, 01:18 IST·First seen Thu, 2 Jul, 2026, 01:17 IST·Source Financial Express · BrandWagon

What happened

Q1 FY25 earnings season peaks with 80+ companies reporting August 5, including retail-relevant names V-Mart Retail, Marico, Devyani International, and Monte

Key facts

  • 80+ companies reporting Q1 FY25 results on August 5, 2024

Why this matters

Use this concentrated Q1 FY25 disclosure window to refresh comps and screen for underperforming retail or QSR assets whose weak prints could soften valuations ahead of festive-season deal conversations.

What to watch

  • V-Mart SSSG print above/below 8% and gross margin trajectory
  • Devyani KFC India SSSG — third consecutive negative quarter would confirm structural QSR fatigue
  • Marico India business volume growth vs 4-5% consensus and copra inflation commentary
  • Monte Carlo Q1 seasonally-weak print vs pre-winter inventory build signals
  • Management festive-season demand commentary frequency and specificity across the 80+ transcripts
  • Monsoon progress data and rural wage prints corroborating or contradicting rural-recovery narratives
  • Pre-position screens on V-Mart SSSG and store-adds vs consensus (~15% revenue growth expected); asymmetric upside if rural value thesis confirms
  • Pair-trade setup: long value retail (V-Mart) vs short urban QSR (Devyani) into the print, unwind on commentary
  • Parse Marico management commentary for rural volume trajectory and copra cost guidance as the cleanest rural-demand proxy
  • Hold Godrej Consumer exposure flat until its print later in the week; use Aug 5 batch as a directional tell for the FMCG residual reporters
  • Track post-earnings options skew on retail names for festive-quarter positioning signals