V-Mart, Marico, Devyani, Monte Carlo among 80+ firms reporting Q1FY25 earnings
Q1FY25 earnings roundup lands as V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer and Hawkins Cooker report August 5, following consumer majors Nestle, HUL and Adani Wilmar. A dense day for retail and FMCG scorecards.
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer, and Hawkins Cooker among 80+ firms
Key facts
- ARPU Rs 211
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
- revenue Rs 2,166.84 crore up 22.5%
- 80+ companies reporting
Why this matters
A clustered earnings window spanning apparel retail, QSR and consumer staples offers a fresh valuation snapshot across the sector, useful for repricing acquisition targets and partnership candidates.
What to watch
- Management guidance on rural vs urban demand trajectory
- Gross margin trends given raw-material and palm/crude derivative costs
- SSSG numbers and store expansion pace across QSR and apparel
- Any downgrade to full-year volume guidance
- Monsoon/agri commentary affecting H2 demand outlook
- Screen for volume growth vs value growth commentary in FMCG calls to gauge real demand
- Track QSR unit economics (Devyani SSSG, store adds) as read-through for discretionary spend
- Compare apparel names (V-Mart, Monte Carlo) for inventory and margin normalization
- Position long staples / cautious on discretionary until urban demand inflects