Resurfacing an August 2024 move: Q1FY25 earnings deluge saw V-Mart, Marico, Devyani, Monte Carlo among 80+ reporting on August 5
Revisiting a crowded Q1FY25 results day from August 5, 2024, when retail and consumer names hit the tape, including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker, with Godrej Consumer Products due later that week. A broad read on discretionary and staples demand at the time.
What happened
Q1FY25 earnings season roundup lists 80+ companies reporting August 5, including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo
Key facts
- Q1FY25
- 80+ companies reporting
- August 5, 2024
- Airtel ARPU Rs 211
- Airtel EBITDA margin 53.7%
Why this matters
A dense multi-brand earnings day spanning apparel, QSR and FMCG gives a comparative valuation and momentum snapshot useful for screening acquisition or partnership targets across the retail-consumer landscape.
What to watch
- Volume growth vs value growth split in FMCG commentary
- QSR same-store-sales growth (positive vs negative territory)
- Rural vs urban demand divergence in management calls
- Gross margin trajectory amid input cost commentary
- Festive/monsoon demand outlook guidance
- Position for staples outperformance vs discretionary via relative pair trades (Marico/Godrej long, apparel short)
- Watch Devyani SSSG guidance as read-through for broader QSR peers (Jubilant, Sapphire, Restaurant Brands)
- Use V-Mart/Monte Carlo prints to gauge mass-market and value-retail demand pulse ahead of festive season
- Await Godrej Consumer later-week print to confirm or refute early staples signal