V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings on Aug 5
A heavy earnings slate sees retail and consumer names including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker report Q1FY25 results alongside Bharti Airtel (ARPU Rs 211 vs Rs 200) and Deepak Nitrite (profit Rs 202.53 cr, +35.1%).
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker among 80+ firms reporting Aug 5.
Key facts
- ARPU Rs 211 vs Rs 200
- data consumption 23.7 GB/month
- EBITDA margin 53.7%
- Deepak Nitrite profit Rs 202.53 cr +35.1%
Why this matters
The clustered Q1FY25 prints across consumer and retail offer a real-time benchmarking window to gauge competitor margins, ARPU trends and growth trajectories ahead of any partnership or M&A conversations.
What to watch
- Marico India volume growth above/below ~5%
- Devyani same-store sales turning positive vs prior decline
- Gross margin commentary on raw material trends
- Management demand commentary on rural vs urban split
- Footwear/apparel destocking signals from Monte Carlo, Hawkins durables read-through
- Parse Marico volume growth vs price-led growth and copra/edible oil cost guidance
- Track Devyani store additions, SSSG and unit economics for Pizza Hut/KFC
- Compare V-Mart and Monte Carlo on inventory, gross margin and tier-2/3 demand color
- Screen the 80+ slate for any outlier beats/misses that set sector tone
- Watch sell-side note revisions next 48h for consumer discretionary names