V-Mart, Marico & 80+ Companies Report Q1FY25 Earnings; Airtel Profit Jumps 158%
A crowded earnings day on Aug 5, 2024 saw over 80 companies report Q1FY25 results, including retail and consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer Products and Hawkins Cooker. Bharti Airtel led headlines with profit up 158% to Rs 4,159.90 cr on revenue of Rs 38,506.40 cr.
What happened
Q1FY25 earnings roundup lists 80+ companies reporting on Aug 5, 2024, including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo
Key facts
- Airtel Q1FY25 profit Rs 4,159.90 cr up 158%
- Airtel revenue Rs 38,506.40 cr
- 80+ companies reporting
Why this matters
This batch offers a rare same-day comparative snapshot across apparel, staples, QSR and cookware names—useful for benchmarking valuations and spotting M&A or partnership targets among mid-cap consumer players.
What to watch
- Rural demand commentary and monsoon progress updates
- Airtel ARPU trend post tariff hikes as consumption liquidity proxy
- Raw material (copra, palm oil) cost direction for FMCG margins
- Management guidance on festive/H2 demand recovery
- FII flow data into consumption-heavy indices
- Screen Q1FY25 volume growth vs pricing across Marico, Godrej Consumer, Hawkins for demand-mix quality
- Compare V-Mart and Monte Carlo SSSG and gross margin trajectory to gauge value-apparel health
- Track Devyani store-add pace vs unit economics as QSR expansion cools
- Position long staples / neutral discretionary until festive-season demand confirms