V-Mart, Marico, Devyani, Monte Carlo among 80+ firms reporting Q1FY25 results
A busy earnings day on Aug 5, 2024 sees consumer and retail majors V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker post Q1FY25 numbers, following Nestle, HUL, Godrej Consumer and Adani Wilmar. A broad read on Indian retail demand.
What happened
Q1FY25 earnings season roundup; V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker among 80+ firms reporting Aug 5, with
Key facts
- Q1FY25
- 80+ companies
- Aug 5 2024
- Airtel ARPU Rs 211
Why this matters
A wide multi-brand results day surfaces relative winners and laggards across value retail, QSR and consumer goods, flagging potential consolidation or acquisition targets among underperformers.
What to watch
- Aggregate volume growth vs price-led growth split across the FMCG cohort
- Rural vs urban demand delta called out in earnings calls
- Devyani/QSR same-store-sales trend and discounting intensity
- Monte Carlo/apparel inventory and wedding-season order pipeline
- Management FY25 guidance upgrades or downgrades
- Compare V-Mart/Marico rural commentary against Nestle/HUL/Godrej management tone for consistency
- Track SSSG and store-addition guidance from Devyani and V-Mart as leading demand indicators
- Watch brokerage note revisions on FY25 volume-growth assumptions post-results
- Monitor input-cost commentary (copra, edible oil, cotton) for margin trajectory into H2