Q1 FY25 earnings deluge: V-Mart, Marico, Devyani among 80+ companies reporting today
Retail and consumer names crowd the Q1 FY25 results calendar on August 5, 2024, with V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker all reporting. Godrej Consumer Products follows later in the week, offering a broad read on discretionary and staples demand.
What happened
Q1 FY25 earnings season roundup; retail/consumer names reporting include V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions, Hawkins
Key facts
- Q1 FY25
- 80+ companies
- August 5, 2024
Why this matters
The concentrated reporting day across consumer retail names sharpens visibility into sector-wide demand and valuation gaps, creating a useful window to identify undervalued discretionary or staples targets as Q1 FY25 prints land.
What to watch
- Volume growth vs value growth split in FMCG commentary
- Same-store-sales and store-addition guidance from Devyani and V-Mart
- Gross margin trajectory and input cost guidance (palm oil, copra, copper)
- Rural vs urban demand commentary
- Management festive-season Q2 outlook
- Rotate toward staples leaders (Marico, Godrej) with margin tailwinds over discretionary apparel
- Trim high-multiple QSR exposure (Devyani) pending same-store-sales clarity
- Wait for Godrej Consumer print later in week before sizing FMCG conviction
- Pair-trade staples long vs discretionary short into the read-through