Q1FY25 earnings deluge: V-Mart, Marico, Devyani, Godrej Consumer among 80+ reporting
Over 80 companies report Q1FY25 results on August 5, 2024, including retail and consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer Products. Airtel ARPU noted at Rs 211; Deepak Nitrite profit up 35.1% to Rs 202.53 crore.
What happened
Q1FY25 earnings season roundup; over 80 companies including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins
Key facts
- 80+ companies reporting Q1FY25
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
- Airtel ARPU Rs 211
Why this matters
The clustered multi-brand earnings deluge offers a rare synchronized read on retail and consumer valuations, useful for spotting relative underperformers as potential acquisition or partnership targets.
What to watch
- Marico/GCPL rural demand and input-cost commentary
- Devyani same-store-sales and new-store guidance
- V-Mart gross margin and footfall trends
- Monte Carlo/Hawkins discretionary demand signals
- Sector-wide FY25 guidance revisions
- Screen Marico and Godrej Consumer management commentary for rural vs urban volume split and gross-margin trajectory
- Compare Devyani SSSG against Jubilant/Sapphire to gauge QSR demand floor
- Track V-Mart inventory days and SSSG as proxy for value-retail discretionary recovery
- Position long staples / cautious on QSR pending margin confirmation