V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings
Q1FY25 earnings season update: over 80 companies report April-June results today, including retail-relevant names V-Mart Retail, Marico, Devyani International and Monte Carlo Fashions. Godrej Consumer Products is due later this week.
What happened
Q1FY25 earnings season update: over 80 companies report April-June results today including retail-relevant names like V-Mart Retail, Marico, Devyani
Key facts
- Q1FY25
- 80 companies
Why this matters
Clustered Q1FY25 results across value retail, FMCG, and QSR give a fresh benchmarking window to assess relative margin and growth performance for partnership, M&A, or competitive-positioning moves.
What to watch
- FMCG volume growth prints (mid-single-digit threshold)
- Rural demand recovery language in earnings calls
- Devyani same-store sales growth and store additions
- Godrej Consumer results later this week as confirming signal
- Raw material/palm oil cost commentary for margin trajectory
- Screen Marico/Godrej management commentary on rural vs urban demand split
- Compare V-Mart and Monte Carlo gross-margin recovery vs same-store growth
- Track QSR SSSG (Devyani) as discretionary demand proxy
- Position for dispersion trade: FMCG staples vs discretionary apparel