Q1FY25 earnings deluge: V-Mart, Marico, Devyani among 80+ companies reporting today
A packed earnings day sees retail-relevant names V-Mart Retail, Marico, Devyani International (QSR) and Hawkins Cooker report Q1FY25 results, alongside heavyweights Bharti Airtel and ONGC. Airtel posted net profit of Rs 4,159.90 cr, up 158%, setting the tone for the session.
What happened
Q1FY25 earnings day with 80+ companies reporting, including retail-relevant names V-Mart Retail, Marico, Devyani International (QSR) and Hawkins Cooker,
Key facts
- 80+ companies reporting Q1FY25
- Marico, V-Mart Retail, Devyani International among reporters
- Airtel Q1 net profit Rs 4,159.90 cr up 158%
Why this matters
The multi-sector earnings cluster offers a rare same-day read on consumer discretionary versus staples momentum, useful for benchmarking valuations ahead of any M&A or partnership moves.
What to watch
- Marico rural vs urban demand commentary
- QSR same-store sales growth turning negative
- Input cost (copra, palm, edible oil) guidance for staples margins
- Management demand outlook for H2FY25 festive season
- Screen Marico gross margin trend and volume growth vs street estimates
- Compare Devyani SSSG and store-addition pace against Jubilant/Sapphire read-through
- Track V-Mart same-store sales and inventory levels for value-retail demand signal
- Use Airtel beat as ARPU/consumption-spend proxy for urban discretionary