V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings on Aug 5
A dense earnings day sees value retailer V-Mart Retail, FMCG major Marico, QSR operator Devyani International, apparel player Monte Carlo Fashions and Hawkins Cooker post Q1FY25 results, alongside consumer bellwethers Nestle, HUL, Godrej and Adani Wilmar reporting earlier in the season.
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, and Hawkins Cooker among 80+ firms reporting Aug 5,
Key facts
- Q1FY25 earnings
- 80+ companies reporting Aug 5 2024
- Airtel ARPU Rs 211
- EBITDA margin 53.7%
Why this matters
The clustered consumer-sector reporting offers a real-time benchmark of peer valuations and demand signals across retail, FMCG and QSR to time any partnership, acquisition or capital-raise conversations.
What to watch
- Rural vs urban volume growth split in FMCG commentary
- Same-store-sales growth (SSSG) for Devyani and QSR peers
- Gross margin trajectory vs palm oil/copra price moves
- Management guidance on H2FY25 demand and festive season
- V-Mart store additions and per-store revenue trends
- Overweight rural-skewed FMCG (Marico, HUL, Godrej) into results; watch volume growth commentary
- Trim urban QSR exposure (Devyani) ahead of SSSG prints
- Position value retail (V-Mart) as small-town discretionary recovery play
- Screen input-cost-sensitive names (Adani Wilmar, Hawkins) for margin misses