V-Mart, Marico, Devyani among 80+ firms to report Q1FY25 earnings on August 5
Over 80 companies reported Q1FY25 results on August 5, 2024, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer Products and Hawkins Cooker, alongside heavyweights Bharti Airtel and ONGC.
What happened
Over 80 companies reported Q1FY25 results on August 5, 2024, including retail-relevant names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions,
Key facts
- Q1FY25
- 80+ companies
- August 5 2024
Why this matters
A batch of retail-adjacent reporters (V-Mart, Monte Carlo, Devyani, Hawkins) surfacing together is a useful moment to scan relative performance for partnership, acquisition, or category-entry angles.
What to watch
- Rural vs urban demand split in FMCG commentary
- Input cost trends: palm oil, copra, packaging
- QSR same-store sales growth turning negative
- Apparel gross-margin compression from discounting
- Festive-season demand guidance for H2FY25
- Parse Marico/Godrej management guidance on rural volume trajectory and raw-material cost outlook
- Compare Devyani SSSG and store-addition pace against QSR peers (Jubilant, Sapphire) for demand read-through
- Track V-Mart and Monte Carlo inventory and margin commentary as apparel discretionary proxy
- Screen for analyst estimate revisions within 48h of the earnings dump