V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 earnings today
Q1FY25 earnings season roundup: retail and consumer majors including V-Mart Retail, Marico, Devyani International and Monte Carlo Fashions report today, joining Nestle, HUL, Adani Wilmar and Godrej Consumer Products which have already posted results.
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and 80+ companies report today, alongside consumer majors
Key facts
- 80+ companies reporting Q1FY25
- Airtel profit Rs 4,159.90 cr up 158%
- Airtel revenue Rs 38,506.40 cr
Why this matters
The clustered Q1FY25 prints from multi-brand retail and FMCG players provide a timely comp set for valuation benchmarking and identifying potential M&A or partnership targets showing margin or growth divergence.
What to watch
- Rural vs urban demand split in management calls
- Ad-spend and A&P intensity signaling competitive pressure
- Palm oil, crude derivatives and packaging cost trajectory
- Q2 festive-season guidance and inventory commentary
- Analyst upgrade/downgrade clustering post-results
- Screen for volume growth vs price-led growth in staples commentary
- Compare QSR SSSG (Devyani) against peer Jubilant/Sapphire for read-through
- Track gross margin delta as raw-material tailwind indicator
- Watch discretionary retail SSSG and store-add pace for V-Mart/Monte Carlo