Q1FY25 earnings deluge: V-Mart, Marico, Devyani among 80+ companies reporting today
A heavy Q1FY25 results day brings retail-relevant names into focus — V-Mart Retail, Marico, QSR operator Devyani International, Monte Carlo Fashions and Hawkins Cooker all report, with Godrej Consumer Products due later in the week. The cluster offers a read on apparel, FMCG and out-of-home consumption demand.
What happened
Q1FY25 earnings day with 80+ companies reporting, including retail-relevant names V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions and
Key facts
- Q1FY25
- August 5 2024
- 80+ companies
Why this matters
Concurrent prints from apparel, FMCG and QSR players surface comparative demand and margin trends worth tracking for category-level partnership or M&A theses across out-of-home and discretionary consumption.
What to watch
- Rural volume growth turning positive in FMCG commentary
- QSR ADS (average daily sales) trend and SSSG decline magnitude
- Apparel gross-margin movement and inventory commentary ahead of festive
- Raw-material/palm-oil cost guidance affecting H2 margins
- Godrej Consumer print later in week as confirmation/divergence signal
- Parse Marico/Godrej management calls for rural-vs-urban volume split and pricing guidance
- Compare V-Mart and Monte Carlo SSSG (same-store sales growth) against street estimates
- Track Devyani store-addition pace and dine-in vs delivery mix as QSR demand proxy
- Screen Hawkins for durable-goods discretionary signal on input-cost normalization