Q1FY25: V-Mart, Marico, Devyani among 80+ firms reporting earnings today
Over 80 companies report Q1FY25 results on August 5, including retail-relevant names V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions and Hawkins Cooker. Godrej Consumer and other FMCG majors follow later in the week. Early prints show Deepak Nitrite net profit up 35.1% and Airtel ARPU at Rs 211.
What happened
Over 80 companies report Q1FY25 earnings on August 5, including retail-relevant names V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions,
Key facts
- Deepak Nitrite net 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 multi-sector prints offer a rare same-day read on retail, QSR and apparel valuations—useful for calibrating M&A comps and identifying underperformers as potential targets.
What to watch
- Marico/Godrej gross margin expansion vs input cost trends
- Devyani same-store sales growth and unit economics
- V-Mart footfall and ASP commentary on rural/tier-2 demand
- Management FY25 volume guidance and rural recovery cadence
- Screen individual prints for volume growth vs price-led growth in FMCG names
- Track QSR SSSG and store-addition guidance for demand signal
- Watch analyst estimate revisions on Marico/Godrej post-call
- Monitor value-retail commentary on discretionary recovery timing