Q1FY25 earnings day: V-Mart Retail, Marico, Devyani, Monte Carlo among 80+ companies reporting
A heavy Q1FY25 results day brings retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer Products and Hawkins Cooker to the tape alongside consumer majors. Early prints include Airtel ARPU at Rs 211 vs Rs 200 and EBITDA margin of 53.7%.
What happened
Q1FY25 earnings day with 80+ companies reporting, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej
Key facts
- ARPU Rs 211 vs Rs 200
- EBITDA margin 53.7%
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
Why this matters
A dense earnings tape across fashion, QSR and staples offers a rare same-day comp set to benchmark valuations and spot post-print dislocations that could seed partnership or acquisition conversations.
What to watch
- Marico/GCPL rural vs urban volume commentary
- FMCG gross margin trajectory and input cost guidance
- Devyani SSSG turning negative or ad-spend/margin deterioration
- Management commentary on Q2 festive demand and rural wage recovery
- Airtel-style beat momentum spilling into consumption sentiment
- Screen for volume growth vs value growth split in Marico/GCPL to gauge real demand vs pricing
- Compare Devyani SSSG and store-add pace against Jubilant/Sapphire read-across for QSR cohort
- Watch discretionary apparel commentary (V-Mart, Monte Carlo) for festive-season guidance cues
- Position for post-print dispersion trades rather than sector-wide directional bet