V-Mart, Marico, Devyani among 80+ firms reporting Q1FY25 results on Aug 5
A heavy earnings day sees retail and consumer names including V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions and Hawkins Cooker report Q1FY25 numbers, offering a read on discretionary demand and consumer spending trends.
What happened
Q1FY25 earnings day with 80+ companies reporting, including retail-relevant names V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions, and
Key facts
- Q1FY25
- 80+ companies
- August 5, 2024
Why this matters
Simultaneous multi-sector reporting offers a real-time comp set on QSR and apparel retail performance—useful for calibrating valuation and identifying stressed or outperforming targets in the consumer space.
What to watch
- Same-store sales growth prints for QSR and apparel names
- Marico rural vs urban demand split and Parachute/VAHO volume trajectory
- Gross and EBITDA margin delta YoY across the cohort
- FY25 guidance revisions and store expansion capex plans
- Management tone on discretionary recovery timing
- Screen Q1 volume growth vs value growth to separate price-led from demand-led numbers
- Compare QSR SSSG (Devyani) against peers Jubilant/Sapphire for read-through
- Track management commentary on rural recovery and festive season demand outlook
- Monitor gross margin trends against raw material (palm oil, packaging) cost movements
- Position for pair trades: staples long vs discretionary short if divergence confirms