V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings today
A busy earnings day sees value-fashion retailer V-Mart Retail, FMCG major Marico, QSR operator Devyani International, apparel maker Monte Carlo Fashions and Hawkins Cooker post Q1FY25 results, following Nestle India, HUL, Adani Wilmar and Reliance.
What happened
Q1FY25 earnings season roundup; V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker among retail/consumer names reporting
Key facts
- Q1FY25
- August 5, 2024
- 80+ companies
Why this matters
Simultaneous Q1FY25 disclosures across value retail, apparel, FMCG and QSR create a rare window to map relative valuations and identify potential M&A or partnership targets showing consumption softness or strength.
What to watch
- Marico volume growth print and copra/edible-oil input cost commentary
- Devyani same-store sales growth and unit economics
- Management guidance on H2FY25 rural demand recovery
- Sector index moves (Nifty FMCG, consumption baskets) on aggregate print
- Screen Marico/HUL commentary for gross-margin trajectory and rural vs urban volume split
- Track Devyani SSSG and store-addition guidance as QSR-sector read-through
- Position for dispersion trades — long staples margin-beaters vs short weak-SSSG QSR
- Monitor V-Mart/Monte Carlo for value-fashion demand pulse ahead of festive quarter