V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings; Airtel profit jumps 158%
Q1FY25 earnings season roundup for Aug 5 features retail and consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker, alongside already-reported Nestle India, HUL, Adani Wilmar and Godrej Consumer. Bharti Airtel led with Rs 4,159.90 crore profit, up 158%, on revenue of Rs 38,506.40 crore.
What happened
Q1FY25 earnings season roundup: over 80 companies reporting Aug 5, including retail/consumer names V-Mart Retail, Marico, Devyani International, Monte Carlo
Key facts
- Airtel Q1FY25 profit Rs 4,159.90 crore up 158%
- Airtel revenue Rs 38,506.40 crore
- India ARPU Rs 211
- 80+ companies reporting Aug 5 2024
Why this matters
A dense multi-sector print day offers a rare same-window comp set across consumer staples and fashion retail—use it to recalibrate valuation multiples and M&A screening for mid-cap retail targets.
What to watch
- Rural vs urban volume-growth commentary in staples calls
- Devyani/QSR SSSG and store-economics trajectory
- Input-cost (copra, palm oil, wheat) guidance for H2FY25
- Monsoon progress and its demand read-through for rural consumption
- Management festive-season demand outlook
- Rotate toward staples with margin tailwinds (Marico, GCPL) over urban discretionary QSR
- Watch V-Mart guidance on store expansion and value-segment SSSG as rural proxy
- Position for tariff-hike beneficiaries in telecom on Airtel read-through
- Trim high-multiple discretionary names ahead of festive-quarter guidance risk