Q1FY25 earnings day: V-Mart, Marico, Devyani among 80+ reporting results
Over 80 companies report Q1FY25 earnings, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer Products, alongside consumer giants Reliance, HUL and Nestle India. Airtel ARPU held at Rs 211 with EBITDA margin of 53.7%.
What happened
Q1FY25 earnings day: over 80 companies report, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins
Key facts
- ARPU Rs 211
- EBITDA margin 53.7%
- Deepak Nitrite profit Rs 202.53 cr up 35.1%
Why this matters
The clustered reporting of multi-brand retail and FMCG names creates a rare same-day benchmarking window for valuation comps and potential partnership or acquisition targets across apparel, QSR and consumer categories.
What to watch
- Rural demand recovery confirmation in FMCG volume prints
- Palm oil / crude derivative input cost trends affecting personal-care margins
- QSR same-store sales turning negative signaling discretionary stress
- Guidance upgrades or cuts on H2FY25 demand outlook
- Compare SSSG and volume growth disclosures across V-Mart, Devyani and Monte Carlo to gauge discretionary demand health
- Track gross-margin commentary from Marico/Godrej for input-cost deflation signals feeding FY25 guidance
- Watch analyst revisions post-print for QSR names on unit-economics vs expansion pace
- Monitor management rural vs urban demand split commentary as read-through for consumption cycle