V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings
A broad Q1FY25 earnings day featuring retail and consumer names including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker, with Godrej Consumer, Nestle India, HUL and Adani Wilmar due to report. Bharti Airtel led headlines with profit up 158% to Rs 4,159.90 crore.
What happened
Q1FY25 earnings roundup naming retail/consumer players including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker, plus Godrej
Key facts
- Airtel Q1FY25 profit Rs 4,159.90 crore up 158%
- Airtel revenue Rs 38,506.40 crore up 2.8%
- India ARPU Rs 211
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
Why this matters
The clustered results across V-Mart, Monte Carlo, Devyani and Hawkins provide a fresh valuation snapshot for identifying acquisition or partnership targets in fashion retail, QSR and consumer durables.
What to watch
- HUL/Nestle rural volume commentary
- Palm oil and crude derivative cost guidance for FY25 margins
- Devyani and QSR same-store-sales growth prints
- Adani Wilmar edible-oil realization trends
- Ad-spend and A&P intensity signaling competitive pressure
- Screen for gross-margin expansion vs volume growth split across staples names
- Compare Devyani SSSG against peers to gauge QSR demand health
- Watch management commentary on rural recovery timing and price-hike intentions
- Position value-retail (V-Mart) over premium discretionary if demand skews down-trade