V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings on Aug 5
A heavy earnings day sees retail-relevant names including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Godrej Consumer Products slated to report Q1FY25 results, alongside majors like Bharti Airtel and ONGC. Deepak Nitrite posted Q1 profit of Rs 202.53 crore, up 35.1%.
What happened
Q1FY25 earnings day: over 80 companies report August 5, 2024, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo
Key facts
- 80+ companies reporting
- Deepak Nitrite Q1 profit Rs 202.53 crore up 35.1%
- Airtel ARPU Rs 211
Why this matters
Cluster of multi-brand retail and FMCG results provides fresh valuation and performance data to sharpen comps and screen potential targets or partners.
What to watch
- QSR same-store-sales growth turning positive (Devyani) as demand-recovery signal
- Marico/GCPL gross-margin delta vs input cost inflation
- V-Mart footfall and store-addition commentary for value-retail health
- Aggregate FMCG index reaction as bellwether for consumption sentiment
- Screen for SSSG, volume growth and gross-margin commentary across V-Mart, Devyani and Monte Carlo to gauge discretionary demand
- Compare Marico and GCPL rural vs urban commentary for staples demand read-through
- Position for pair trades: staples defensives vs discretionary recovery plays post-results
- Watch management guidance on H2FY25 margin trajectory given commodity moves