V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings on Aug 5
Q1FY25 earnings season roundup: over 80 companies report today, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker, with Godrej Consumer Products due later in the week. Bharti Airtel flags mobile ARPU of Rs 211 and 53.7% EBITDA margin.
What happened
Q1FY25 earnings season roundup; over 80 companies report on Aug 5, 2024, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte
Key facts
- Mobile ARPU Rs 211
- EBITDA margin 53.7%
- 23.7 GB per customer/month
- 80+ companies reporting
Why this matters
The clustered reporting of multi-brand retail and FMCG names creates a timely window to assess valuation dislocations and identify undervalued acquisition or partnership targets across V-Mart, Devyani, Monte Carlo and Hawkins.
What to watch
- Marico rural volume growth acceleration or A&P step-up
- Devyani/QSR same-store-sales-growth turning negative
- Palm oil / crude derivative input cost trend in guidance
- Godrej Consumer margin print later in week as confirmation signal
- Any downgrade of discretionary retail on urban demand softness
- Screen Marico/Godrej management commentary on rural volume trajectory and A&P spend guidance
- Compare Devyani SSSG vs store-count growth to isolate organic weakness
- Track sell-side FY25 EPS revisions post-print for FMCG vs QSR cohorts
- Monitor V-Mart inventory and gross-margin recovery signals for value-retail read-through