V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings
Q1FY25 earnings season roundup: V-Mart Retail, Marico and Devyani International report results today, alongside 80+ companies including consumer/retail names Nestle, HUL, Godrej Consumer and Monte Carlo Fashions. Airtel ARPU at Rs 211; Deepak Nitrite net profit Rs 202.53 cr, up 35.1%.
What happened
Q1FY25 earnings season update: V-Mart Retail, Marico, Devyani International report today among 80+ companies. Several consumer/retail names (Nestle, HUL, Godrej
Key facts
- Q1FY25
- 80+ companies
- August 5 2024
- Deepak Nitrite net profit Rs 202.53 cr up 35.1%
- Airtel ARPU Rs 211
Why this matters
The clustered results across retail, FMCG and telecom (Airtel ARPU at Rs 211) create a useful comparative valuation snapshot for identifying M&A or partnership targets within the consumer/retail landscape.
What to watch
- HUL/Nestle volume growth prints above/below 4%
- Marico gross margin expansion guidance
- Devyani same-store-sales and store-addition pace
- Rural demand recovery commentary in management calls
- Raw material cost inflation reversal signals
- Screen results for volume-growth vs price-led growth split across staples names
- Compare QSR SSSG (Devyani) against Nestle/HUL volume commentary for demand read-through
- Track input-cost guidance (palm oil, packaging, crude) for H2 margin trajectory
- Position long value-retail (V-Mart, Monte Carlo) vs cautious QSR on divergence trade