V-Mart, Marico, Devyani & 80+ Firms Report Q1FY25 Earnings on August 5
A heavy Q1FY25 results day brings consumer and retail names into focus, with V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker reporting alongside FMCG majors later in the week. The cluster offers a read on discretionary demand and margin trends.
What happened
Q1FY25 earnings day with multiple consumer/retail names reporting, including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins
Key facts
- Q1FY25
- August 5, 2024
- over 80 companies
Why this matters
Clustered Q1FY25 disclosures from FMCG and retail players reveal comparative margin and demand signals worth tracking for partnership, acquisition or competitive positioning moves.
What to watch
- Same-store-sales growth (SSSG) for Devyani, V-Mart, Monte Carlo
- Gross margin delta vs raw-material cost trends (palm oil, cotton)
- Rural vs urban demand split in management calls
- Volume growth vs price-led growth in FMCG prints
- Festive-quarter guidance and store-expansion capex plans
- Funds rotate within consumption: add margin-leverage FMCG (Marico), trim high-multiple QSR until SSSG inflects
- Sell-side updates FY25 EPS and SSSG estimates within 24-48h of prints
- Pair trades: long defensive FMCG vs short slowing discretionary/QSR
- Management commentary on rural demand and festive guidance becomes the swing factor for next-quarter positioning