V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings today
Q1FY25 earnings season sees retail and consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker report alongside Bharti Airtel and 80-plus others, with GCPL and more due later this week.
What happened
Q1FY25 earnings season roundup naming retail/consumer players reporting today including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and
Key facts
- Q1FY25
- August 5, 2024
- 80+ companies reporting
Why this matters
The clustered Q1FY25 releases from V-Mart, Marico, Devyani, Monte Carlo, and Hawkins provide a useful comparative snapshot of retail/consumer sector health to inform valuation and partnership screening.
What to watch
- Rural vs urban demand split in management calls
- EBITDA margin surprises from raw-material deflation
- QSR footfall and dine-in vs delivery mix trends
- Inventory and discounting commentary from apparel retailers
- Any downward revision to FY25 volume guidance
- Compare volume growth vs value growth commentary across Marico/GCPL for demand pulse
- Track QSR same-store sales and store-expansion economics at Devyani
- Watch gross-margin trajectory as input costs (copra, palm oil, packaging) normalize
- Screen apparel names (V-Mart, Monte Carlo) for urban discretionary demand signals
- Monitor management festive-season and rural-recovery guidance