V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings on August 5
A crowded earnings day for India's consumer and retail names, with V-Mart Retail, Marico, Devyani International, Hawkins Cooker, and Monte Carlo Fashions reporting Q1FY25 results. Airtel posts ARPU of Rs 211 and 53.7% EBITDA margin; Godrej Consumer due later in the season.
What happened
Q1FY25 earnings season update: V-Mart Retail, Marico, Devyani International, Hawkins Cooker, Monte Carlo Fashions among 80+ firms reporting August 5, with
Key facts
- Deepak Nitrite Q1FY25 profit Rs 202.53 crore up 35.1%
- revenue Rs 2,166.84 crore up 22.5%
- Airtel ARPU Rs 211
- Airtel EBITDA margin 53.7%
Why this matters
The clustered Q1FY25 prints across V-Mart, Marico, Devyani, Hawkins, and Monte Carlo create a rare same-day comp set for benchmarking valuations and spotting sector consolidation or partnership angles.
What to watch
- Rural volume growth turning positive (>3%) in staples results
- Palm oil/copra input cost guidance for H2FY25
- QSR same-store-sales trajectory and net store additions
- Airtel ARPU trajectory as proxy for consumer wallet resilience
- Management festive-season demand commentary
- Screen commentary for rural vs urban volume divergence across staples names
- Compare Marico gross-margin gains against reinvestment in A&P spend to gauge earnings quality
- Track V-Mart/Monte Carlo footfall and SSSG for value-fashion demand signal
- Monitor Devyani SSSG and unit economics for QSR sector read-through