V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings on Aug 5
A heavy earnings day sees value retailer V-Mart Retail, FMCG major Marico, QSR operator Devyani International, Monte Carlo Fashions and Hawkins Cooker post Q1FY25 results, alongside 80+ companies. Nestle, HUL, Adani Wilmar and Godrej Consumer have already reported.
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker among 80+ companies reporting Aug 5; several
Key facts
- Q1FY25
- 80+ companies reporting Aug 5 2024
Why this matters
Cross-format results from apparel, FMCG and QSR names on a single day give a useful snapshot for benchmarking valuations and spotting potential consumer-sector targets or partners.
What to watch
- Rural vs urban demand split in management commentary
- Copra, palm oil, crude derivative input cost trajectory
- Devyani/QSR same-store sales growth turning negative
- V-Mart gross margin and store addition pace
- Aggregate beat/miss ratio across the 80+ reporters as breadth signal
- Screen Marico and Godrej Consumer volume growth and rural mix vs already-reported HUL/Nestle for confirmation of demand inflection
- Compare V-Mart SSSG and inventory turns against Devyani QSR footfall for discretionary consumption read-through
- Position for volatility in low-float names (Hawkins, Monte Carlo) around print
- Track margin guidance language on raw-material inflation across FMCG cohort