Q1FY25 earnings deluge: V-Mart Retail, Marico, Nestle India among 80+ firms reporting today
August 5 marks a heavy Q1FY25 reporting day spanning retail-relevant names including V-Mart Retail, Marico, Nestle India, HUL, Adani Wilmar, Devyani International, Godrej Consumer and Monte Carlo Fashions. Early prints show Deepak Nitrite profit up 35.1% to Rs 202.53 crore on revenue of Rs 2,166.84 crore, up 22.5%.
What happened
Q1FY25 earnings season roundup with 80+ companies reporting on August 5, including retail-relevant names V-Mart Retail, Marico, Nestle India, HUL, Adani Wilmar,
Key facts
- Deepak Nitrite Q1 profit Rs 202.53 crore up 35.1%
- revenue Rs 2,166.84 crore up 22.5%
- Airtel ARPU Rs 211
- Airtel EBITDA margin 53.7%
Why this matters
The clustered reporting offers a rare same-day comparative on multi-sector retail and FMCG performance—use it to map relative valuation gaps and identify undervalued or momentum-lagging targets for partnership or acquisition conversations.
What to watch
- Rural demand recovery callouts in Marico/HUL/Godrej CP concalls
- Gross margin guidance amid input-cost deflation
- V-Mart and Monte Carlo same-store-sales and inventory levels
- Devyani/QSR unit economics and store-addition pace
- Analyst estimate revisions post-print across FMCG names
- Screen management commentary for rural vs urban demand splits and price-vs-volume mix
- Compare staples EBITDA margins against palm oil, wheat and packaging cost curves
- Flag QSR SSSG trends (Devyani) as leading indicator for discretionary footfall
- Position long staples / cautious discretionary into H2FY25 festive setup