Q1FY25 earnings day: V-Mart, Marico, Devyani, Monte Carlo among 80+ reporting
A heavy earnings day features retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer Products, alongside Bharti Airtel (ARPU Rs 211 vs Rs 200) and Deepak Nitrite (net profit Rs 202.53 crore, up 35.1%).
What happened
Q1FY25 earnings day features 80+ companies including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker
Key facts
- ARPU Rs 211 vs Rs 200
- Deepak Nitrite net profit Rs 202.53 crore up 35.1%
- revenue Rs 2,166.84 crore up 22.5%
Why this matters
The simultaneous reporting of multiple retail and consumer players offers a rare same-day comp set for valuation benchmarking and identifying momentum or stress signals ahead of any M&A or partnership positioning.
What to watch
- Marico/GCPL gross margin YoY and volume growth guidance
- Devyani SSSG and net store additions vs consensus
- V-Mart footfall and revenue-per-store trends
- Rural vs urban demand commentary across staples names
- Input cost (palm oil, packaging) trajectory signals
- Screen for gross-margin delta commentary from Marico/Godrej as read-through to input-cost cycle for entire staples shelf
- Compare Devyani SSSG vs peers (Jubilant, Sapphire) to gauge QSR demand elasticity
- Track V-Mart and Monte Carlo like-for-like growth as proxy for value-retail and Tier-2/3 discretionary spend
- Update FMCG rural-recovery model with management guidance revisions