Q1FY25 earnings deluge: V-Mart, Marico, Devyani, Monte Carlo among 80+ firms reporting
A crowded earnings day sees retail and consumer names report Q1FY25 results alongside majors like Nestle, HUL and Reliance. V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Godrej Consumer are in focus for retail-desk readers tracking demand and margin trends.
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Godrej Consumer among 80+ companies reporting, alongside
Key facts
- Q1FY25
- ARPU Rs 211
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
- revenue Rs 2,166.84 crore up 22.5%
Why this matters
The crowded consumer-retail print offers a rare comparative read on peer valuations and demand momentum, useful for gauging M&A timing and identifying margin-pressured targets across apparel and FMCG.
What to watch
- Marico/Godrej/HUL underlying volume growth prints above or below ~4-5%
- Devyani or QSR SSSG turning negative
- Apparel gross margins compressing on cotton/seasonal inventory
- Nestle/Reliance retail commentary as urban-demand proxy
- Any explicit FY25 guidance revision (up or down)
- Screen for volume growth vs price-led growth in staples commentary as the demand signal
- Track gross-margin delta against raw-material cost trends (palm oil, crude, cotton)
- Compare V-Mart SSSG and footfall against Trent/Vishal for value-retail read-through
- Monitor QSR store-addition pace vs same-store decline to gauge unit economics stress
- Watch management FY25 demand guidance language for rural-vs-urban divergence