V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings on August 5
A heavy earnings day sees consumer and retail names in focus—V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker, Godrej Consumer and Adani Wilmar all report Q1FY25 numbers alongside heavyweights Airtel and ONGC.
What happened
Q1FY25 earnings season update: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and 80+ others report on August 5, with
Key facts
- Deepak Nitrite Q1 profit Rs 202.53 cr up 35.1%
- revenue Rs 2,166.84 cr up 22.5%
- Airtel ARPU Rs 211
- Airtel EBITDA margin 53.7%
Why this matters
A wide slate of simultaneous consumer and retail results offers a rare same-day valuation and performance snapshot to prioritize partnership, acquisition or benchmarking targets across fashion, staples and QSR.
What to watch
- Marico/Godrej volume growth prints and rural commentary
- Devyani same-store-sales and ADS (average daily sales) trend
- Input cost (copra, palm oil) guidance affecting Adani Wilmar/Marico
- Airtel/ONGC heavyweight reactions setting index tone for the session
- Screen for gross-margin expansion vs volume growth divergence across FMCG names
- Track SSSG and store-add guidance from Devyani/V-Mart as demand proxy
- Watch analyst EPS revisions and management commentary on rural recovery timing
- Position pair trades: long margin-resilient staples vs short weak discretionary